AAS
CSWC icon

Avantax Advisory Services’s Capital Southwest CSWC Stock Holding History

Avantax Advisory Services’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$239K Sell
10,830
-327
-3% -$6.73K ﹤0.01% 2084
2025
Q1 		$249K Sell
11,157
-4,963
-31% -$112K ﹤0.01% 1956
2024
Q4 		$352K Sell
16,120
-457
-3% -$10.8K ﹤0.01% 1678
2024
Q3 		$419K Buy
16,577
+369
+2% +$9.35K ﹤0.01% 1535
2024
Q2 		$423K Buy
16,208
+5,147
+47% +$132K ﹤0.01% 1474
2024
Q1 		$276K Buy
11,061
+1,591
+17% +$38.8K ﹤0.01% 1349
2023
Q4 		$224K Buy
+9,470
New +$211K ﹤0.01% 1411

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Avantax Advisory Services reduced its Capital Southwest (CSWC) stake by 2.9% in Q2 2025, selling an estimated $6.73K and leaving 10,830 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Avantax Advisory Services first reported a position in CSWC in Q4 2023 and has held it in 7 quarters since. The position peaked at $423K in Q2 2024. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • Avantax Advisory Services held 10,830 shares of Capital Southwest worth $239K as of Q2 2025.
  • Avantax Advisory Services sold 327 Capital Southwest shares in Q2 2025, an estimated $6.73K.
  • Capital Southwest made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2084 holding.
  • Avantax Advisory Services first reported a position in Capital Southwest in Q4 2023 and has held it in 7 quarters since.
  • Avantax Advisory Services's Capital Southwest position peaked at $423K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

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