Avantax Advisory Services’s F5 FFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$610K	Buy	2,073 +1,263	+156%	+$349K	﹤0.01%	1474
2025 Q1	$216K	Buy	+810	New	+$227K	﹤0.01%	2060
2024 Q3	–	Sell	-2,673	Closed	-$460K	–	2148
2024 Q2	$460K	Buy	+2,673	New	+$467K	﹤0.01%	1415

Other funds holding FFIV

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Advisory Services increased its F5 (FFIV) stake by 156% in Q2 2025, buying an estimated $349K and bringing the position to 2,073 shares worth $610K. The position accounts for ﹤0.01% of the portfolio, ranked #1474.

Avantax Advisory Services first reported a position in FFIV in Q2 2024 and has held it in 3 quarters since. 723 funds tracked by Wall St. Rank hold FFIV as of Q2 2025.

Avantax Advisory Services held 2,073 shares of F5 worth $610K as of Q2 2025.
Avantax Advisory Services bought 1,263 F5 shares in Q2 2025, an estimated $349K.
F5 made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1474 holding.
Avantax Advisory Services first reported a position in F5 in Q2 2024 and has held it in 3 quarters since.
723 funds tracked by Wall St. Rank held F5 as of Q2 2025.

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