Avantax Advisory Services’s Ecopetrol EC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Buy	37,856 +27,713	+273%	+$245K	﹤0.01%	1831
2025 Q1	$106K	Buy	+10,143	New	+$96.9K	﹤0.01%	2157
2023 Q4	–	Sell	-13,659	Closed	-$158K	–	1598
2023 Q3	$158K	Buy	+13,659	New	+$157K	﹤0.01%	1456

Other funds holding EC

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MCP

Militia Capital Partners Las Vegas, Nevada $263M AUM 65.94% 1-Year Est. Return

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

Avantax Advisory Services increased its Ecopetrol (EC) stake by 273% in Q2 2025, buying an estimated $245K and bringing the position to 37,856 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1831.

Avantax Advisory Services first reported a position in EC in Q3 2023 and has held it in 3 quarters since. 138 funds tracked by Wall St. Rank hold EC as of Q2 2025.

Avantax Advisory Services held 37,856 shares of Ecopetrol worth $335K as of Q2 2025.
Avantax Advisory Services bought 27,713 Ecopetrol shares in Q2 2025, an estimated $245K.
Ecopetrol made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1831 holding.
Avantax Advisory Services first reported a position in Ecopetrol in Q3 2023 and has held it in 3 quarters since.
138 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2025.

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