AAS
ECF

Avantax Advisory Services’s Ellsworth Growth & Income Fund ECF Stock Holding History

Avantax Advisory Services’s Portfolio ECF Stock Details ECF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,687
Closed -$144K – 1143
2021
Q1 		$144K Buy
+10,687
New +$156K ﹤0.01% 991

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ACP
Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Avantax Advisory Services's ECF Position: Q2 2021 in Review

Avantax Advisory Services sold out of Ellsworth Growth & Income Fund (ECF) in Q2 2021, closing a stake of 10,687 shares — an estimated $144K sold.

Avantax Advisory Services first reported a position in ECF in Q1 2021 and held it in 1 quarter. The position peaked at $144K in Q1 2021. 38 funds tracked by Wall St. Rank hold ECF as of Q2 2021.

  • Avantax Advisory Services reported no remaining Ellsworth Growth & Income Fund position as of Q2 2021 after selling out during the quarter.
  • Avantax Advisory Services sold 10,687 Ellsworth Growth & Income Fund shares in Q2 2021, an estimated $144K.
  • Avantax Advisory Services first reported a position in Ellsworth Growth & Income Fund in Q1 2021 and held it in 1 quarter.
  • Avantax Advisory Services's Ellsworth Growth & Income Fund position peaked at $144K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held Ellsworth Growth & Income Fund as of Q2 2021.

Based on Avantax Advisory Services's 13F filing for Q2 2021, filed 29 Jul 2021.