Avantax Advisory Services’s EXL Service EXLS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.19M	Buy	49,967 +3,116	+7%	+$142K	0.01%	756
2025 Q1	$2.21M	Sell	46,851 -401	-0.8%	-$19.3K	0.01%	694
2024 Q4	$2.1M	Sell	47,252 -822	-2%	-$35.6K	0.01%	691
2024 Q3	$1.83M	Sell	48,074 -10	-0%	-$349	0.01%	746
2024 Q2	$1.51M	Buy	+48,084	New	+$1.44M	0.01%	778
2024 Q1	–	Sell	-12,954	Closed	-$400K	–	1680
2023 Q4	$400K	Buy	12,954 +1,211	+10%	+$34.3K	﹤0.01%	1092
2023 Q3	$329K	Buy	11,743 +933	+9%	+$27.3K	﹤0.01%	1142
2023 Q2	$327K	Buy	10,810 +1,295	+14%	+$40.8K	﹤0.01%	1141
2023 Q1	$308K	Buy	9,515 +830	+10%	+$27.5K	﹤0.01%	1141
2022 Q4	$294K	Sell	8,685 -1,455	-14%	-$50.5K	﹤0.01%	1117
2022 Q3	$299K	Buy	10,140 +3,270	+48%	+$107K	﹤0.01%	1014
2022 Q2	$202K	Sell	6,870 -1,000	-13%	-$28.3K	﹤0.01%	1203
2022 Q1	$226K	Sell	7,870 -620	-7%	-$15.8K	﹤0.01%	1136
2021 Q4	$246K	Hold	8,490	–	–	﹤0.01%	1071
2021 Q3	$209K	Buy	+8,490	New	+$198K	﹤0.01%	1096

Other funds holding EXLS

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Avantax Advisory Services increased its EXL Service (EXLS) stake by 6.7% in Q2 2025, buying an estimated $142K and bringing the position to 49,967 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #756.

Avantax Advisory Services first reported a position in EXLS in Q3 2021 and has held it in 15 quarters since. The position peaked at $2.21M in Q1 2025. 460 funds tracked by Wall St. Rank hold EXLS as of Q2 2025.

Avantax Advisory Services held 49,967 shares of EXL Service worth $2.19M as of Q2 2025.
Avantax Advisory Services bought 3,116 EXL Service shares in Q2 2025, an estimated $142K.
EXL Service made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #756 holding.
Avantax Advisory Services first reported a position in EXL Service in Q3 2021 and has held it in 15 quarters since.
Avantax Advisory Services's EXL Service position peaked at $2.21M in Q1 2025.
460 funds tracked by Wall St. Rank held EXL Service as of Q2 2025.

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