Avantax Advisory Services’s Brookfield Asset Management BAM Stock Holding History

Avantax Advisory Services’s Portfolio BAM Stock Details BAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$581K	Buy	10,509 +902	+9%	+$48.4K	﹤0.01%	1499
2025 Q1	$465K	Buy	9,607 +176	+2%	+$9.59K	﹤0.01%	1549
2024 Q4	$511K	Buy	9,431 +1,944	+26%	+$105K	﹤0.01%	1431
2024 Q3	$354K	Sell	7,487 -140	-2%	-$5.87K	﹤0.01%	1642
2024 Q2	$290K	Buy	+7,627	New	+$300K	﹤0.01%	1718
2023 Q4	–	Sell	-7,740	Closed	-$258K	–	1577
2023 Q3	$258K	Buy	+7,740	New	+$261K	﹤0.01%	1282

Other funds holding BAM

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

PVI

Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Avantax Advisory Services's BAM Position: Q2 2025 in Review

Avantax Advisory Services increased its Brookfield Asset Management (BAM) stake by 9.4% in Q2 2025, buying an estimated $48.4K and bringing the position to 10,509 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Avantax Advisory Services first reported a position in BAM in Q3 2023 and has held it in 6 quarters since. 604 funds tracked by Wall St. Rank hold BAM as of Q2 2025.

Avantax Advisory Services held 10,509 shares of Brookfield Asset Management worth $581K as of Q2 2025.
Avantax Advisory Services bought 902 Brookfield Asset Management shares in Q2 2025, an estimated $48.4K.
Brookfield Asset Management made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1499 holding.
Avantax Advisory Services first reported a position in Brookfield Asset Management in Q3 2023 and has held it in 6 quarters since.
604 funds tracked by Wall St. Rank held Brookfield Asset Management as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.