AAS
AXIL

Avantax Advisory Services’s AXIL Brands AXIL Stock Holding History

Avantax Advisory Services’s Portfolio AXIL Stock Details AXIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,185
Closed -$47K – 2337
2024
Q4 		$47K Sell
12,185
-1,107
-8% -$4.54K ﹤0.01% 2159
2024
Q3 		$57.2K Buy
+13,292
New +$73.8K ﹤0.01% 2090

Other funds holding AXIL

DWM
Diversify Wealth Management Sandy, Utah $5.61B AUM 19.63% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GJIA
Glass Jacobson Investment Advisors Owings Mills, Maryland $290M AUM 17.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Avantax Advisory Services's AXIL Position: Q1 2025 in Review

Avantax Advisory Services sold out of AXIL Brands (AXIL) in Q1 2025, closing a stake of 12,185 shares — an estimated $47K sold.

Avantax Advisory Services first reported a position in AXIL in Q3 2024 and held it in 2 quarters. The position peaked at $57.2K in Q3 2024. 12 funds tracked by Wall St. Rank hold AXIL as of Q1 2025.

  • Avantax Advisory Services reported no remaining AXIL Brands position as of Q1 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 12,185 AXIL Brands shares in Q1 2025, an estimated $47K.
  • Avantax Advisory Services first reported a position in AXIL Brands in Q3 2024 and held it in 2 quarters.
  • Avantax Advisory Services's AXIL Brands position peaked at $57.2K in Q3 2024.
  • 12 funds tracked by Wall St. Rank held AXIL Brands as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.