Avantax Advisory Services’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$421K	Buy	10,432 +1,595	+18%	+$59.3K	﹤0.01%	1687
2025 Q1	$310K	Sell	8,837 -2,580	-23%	-$89.9K	﹤0.01%	1809
2024 Q4	$373K	Buy	11,417 +1,954	+21%	+$67.7K	﹤0.01%	1635
2024 Q3	$339K	Buy	9,463 +1,296	+16%	+$45.6K	﹤0.01%	1669
2024 Q2	$288K	Buy	8,167 +751	+10%	+$25.8K	﹤0.01%	1725
2024 Q1	$250K	Buy	7,416 +1,007	+16%	+$32.2K	﹤0.01%	1408
2023 Q4	$211K	Buy	+6,409	New	+$193K	﹤0.01%	1450

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ellevest Inc New York $719M AUM 23.17% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

CFC

Coyle Financial Counsel Glenview, Illinois $473M AUM 19.4% 1-Year Est. Return

KCM

Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

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

Avantax Advisory Services increased its Freedom 100 Emerging Markets ETF (FRDM) stake by 18% in Q2 2025, buying an estimated $59.3K and bringing the position to 10,432 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1687.

Avantax Advisory Services first reported a position in FRDM in Q4 2023 and has held it in 7 quarters since. 162 funds tracked by Wall St. Rank hold FRDM as of Q2 2025.

Avantax Advisory Services held 10,432 shares of Freedom 100 Emerging Markets ETF worth $421K as of Q2 2025.
Avantax Advisory Services bought 1,595 Freedom 100 Emerging Markets ETF shares in Q2 2025, an estimated $59.3K.
Freedom 100 Emerging Markets ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1687 holding.
Avantax Advisory Services first reported a position in Freedom 100 Emerging Markets ETF in Q4 2023 and has held it in 7 quarters since.
162 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q2 2025.

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