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Avantax Advisory Services’s Interactive Brokers IBKR Stock Holding History

Avantax Advisory Services’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.12M Sell
20,253
-4,407
-18% -$209K 0.01% 1095
2025
Q1 		$1.02M Buy
24,660
+2,336
+10% +$116K 0.01% 1082
2024
Q4 		$986K Sell
22,324
-444
-2% -$18.7K 0.01% 1047
2024
Q3 		$793K Buy
22,768
+1,584
+7% +$49K 0.01% 1147
2024
Q2 		$649K Buy
21,184
+12,724
+150% +$380K ﹤0.01% 1204
2024
Q1 		$236K Buy
+8,460
New +$211K ﹤0.01% 1444

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

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

Avantax Advisory Services reduced its Interactive Brokers (IBKR) stake by 18% in Q2 2025, selling an estimated $209K and leaving 20,253 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1095.

Avantax Advisory Services first reported a position in IBKR in Q1 2024 and has held it in 6 quarters since. 802 funds tracked by Wall St. Rank hold IBKR as of Q2 2025.

  • Avantax Advisory Services held 20,253 shares of Interactive Brokers worth $1.12M as of Q2 2025.
  • Avantax Advisory Services sold 4,407 Interactive Brokers shares in Q2 2025, an estimated $209K.
  • Interactive Brokers made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1095 holding.
  • Avantax Advisory Services first reported a position in Interactive Brokers in Q1 2024 and has held it in 6 quarters since.
  • 802 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2025.

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