AAS
CSAI

Avantax Advisory Services’s Cloudastructure CSAI Stock Holding History

Avantax Advisory Services’s Portfolio CSAI Stock Details CSAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$23.9K Buy
+361
New +$37.5K ﹤0.01% 2338

Other funds holding CSAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Avantax Advisory Services opened a new position in Cloudastructure (CSAI) in Q2 2025: 361 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #2338 among its holdings.

18 funds tracked by Wall St. Rank hold CSAI as of Q2 2025.

  • Avantax Advisory Services held 361 shares of Cloudastructure worth $23.9K as of Q2 2025.
  • Cloudastructure was a new Avantax Advisory Services position in Q2 2025.
  • Cloudastructure made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2338 holding.
  • 18 funds tracked by Wall St. Rank held Cloudastructure as of Q2 2025.

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