Avantax Advisory Services’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
Other funds holding EQH
Avantax Advisory Services's EQH Position: Q2 2025 in Review
Avantax Advisory Services increased its Equitable Holdings (EQH) stake by 22% in Q2 2025, buying an estimated $259K and bringing the position to 28,190 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #915.
Avantax Advisory Services first reported a position in EQH in Q1 2024 and has held it in 6 quarters since. 582 funds tracked by Wall St. Rank hold EQH as of Q2 2025.
- Avantax Advisory Services held 28,190 shares of Equitable Holdings worth $1.58M as of Q2 2025.
- Avantax Advisory Services bought 5,030 Equitable Holdings shares in Q2 2025, an estimated $259K.
- Equitable Holdings made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #915 holding.
- Avantax Advisory Services first reported a position in Equitable Holdings in Q1 2024 and has held it in 6 quarters since.
- 582 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.