Avantax Advisory Services’s Robinhood HOOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.16M	Sell	23,056 -1,743	-7%	-$103K	0.01%	763
2025 Q1	$1.03M	Buy	24,799 +5,678	+30%	+$270K	0.01%	1074
2024 Q4	$712K	Buy	19,121 +3,216	+20%	+$104K	﹤0.01%	1230
2024 Q3	$372K	Buy	+15,905	New	+$335K	﹤0.01%	1607

Other funds holding HOOD

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

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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

IVAV

Index Venture Associates VI St. Helier, Channel Islands, Jersey $2.11B AUM 13.76% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Avantax Advisory Services reduced its Robinhood (HOOD) stake by 7% in Q2 2025, selling an estimated $103K and leaving 23,056 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #763.

Avantax Advisory Services first reported a position in HOOD in Q3 2024 and has held it in 4 quarters since. 1,062 funds tracked by Wall St. Rank hold HOOD as of Q2 2025.

Avantax Advisory Services held 23,056 shares of Robinhood worth $2.16M as of Q2 2025.
Avantax Advisory Services sold 1,743 Robinhood shares in Q2 2025, an estimated $103K.
Robinhood made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #763 holding.
Avantax Advisory Services first reported a position in Robinhood in Q3 2024 and has held it in 4 quarters since.
1,062 funds tracked by Wall St. Rank held Robinhood as of Q2 2025.

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