Avantax Advisory Services’s Flex FLEX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.71M	Sell	54,337 -1,715	-3%	-$66.8K	0.01%	661
2025 Q1	$1.85M	Sell	56,052 -3,388	-6%	-$133K	0.01%	775
2024 Q4	$2.28M	Sell	59,440 -4,779	-7%	-$177K	0.01%	657
2024 Q3	$2.15M	Sell	64,219 -381	-0.6%	-$11.7K	0.01%	670
2024 Q2	$1.91M	Buy	+64,600	New	+$1.93M	0.01%	680

Other funds holding FLEX

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Avantax Advisory Services reduced its Flex (FLEX) stake by 3.1% in Q2 2025, selling an estimated $66.8K and leaving 54,337 shares worth $2.71M. The position accounts for 0.01% of the portfolio, ranked #661.

Avantax Advisory Services first reported a position in FLEX in Q2 2024 and has held it in 5 quarters since. 647 funds tracked by Wall St. Rank hold FLEX as of Q2 2025.

Avantax Advisory Services held 54,337 shares of Flex worth $2.71M as of Q2 2025.
Avantax Advisory Services sold 1,715 Flex shares in Q2 2025, an estimated $66.8K.
Flex made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #661 holding.
Avantax Advisory Services first reported a position in Flex in Q2 2024 and has held it in 5 quarters since.
647 funds tracked by Wall St. Rank held Flex as of Q2 2025.

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