AAS
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Avantax Advisory Services’s Flux Power FLUX Stock Holding History

Avantax Advisory Services’s Portfolio FLUX Stock Details FLUX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,600
Closed -$36.1K – 2152
2024
Q2 		$36.1K Sell
11,600
-1,900
-14% -$7.24K ﹤0.01% 2047
2024
Q1 		$59.8K Buy
13,500
+800
+6% +$3.71K ﹤0.01% 1615
2023
Q4 		$52.2K Hold
12,700
– – ﹤0.01% 1542
2023
Q3 		$43.7K Hold
12,700
– – ﹤0.01% 1515
2023
Q2 		$54.7K Hold
12,700
– – ﹤0.01% 1470
2023
Q1 		$61.7K Buy
12,700
+1,100
+9% +$6.13K ﹤0.01% 1442
2022
Q4 		$46.1K Hold
11,600
– – ﹤0.01% 1385
2022
Q3 		$30K Hold
11,600
– – ﹤0.01% 1310
2022
Q2 		$28K Sell
11,600
-2,000
-15% -$4.94K ﹤0.01% 1287
2022
Q1 		$36K Buy
+13,600
New +$41.4K ﹤0.01% 1267

Other funds holding FLUX

FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's FLUX Position: Q3 2024 in Review

Avantax Advisory Services sold out of Flux Power (FLUX) in Q3 2024, closing a stake of 11,600 shares — an estimated $36.1K sold.

Avantax Advisory Services first reported a position in FLUX in Q1 2022 and held it in 10 quarters. The position peaked at $61.7K in Q1 2023. 27 funds tracked by Wall St. Rank hold FLUX as of Q3 2024.

  • Avantax Advisory Services reported no remaining Flux Power position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 11,600 Flux Power shares in Q3 2024, an estimated $36.1K.
  • Avantax Advisory Services first reported a position in Flux Power in Q1 2022 and held it in 10 quarters.
  • Avantax Advisory Services's Flux Power position peaked at $61.7K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Flux Power as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.