Avantax Advisory Services’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,363	Closed	-$217K	–	1342
2022 Q1	$217K	Sell	6,363 -1,450	-19%	-$51.2K	﹤0.01%	1156
2021 Q4	$342K	Sell	7,813 -195	-2%	-$9.23K	0.01%	916
2021 Q3	$404K	Buy	+8,008	New	+$417K	0.01%	799
2020 Q3	–	Sell	-5,491	Closed	-$208K	–	1385
2020 Q2	$208K	Buy	+5,491	New	+$185K	0.01%	775

Other funds holding IDNA

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Avantax Advisory Services's IDNA Position: Q2 2022 in Review

Avantax Advisory Services sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q2 2022, closing a stake of 6,363 shares — an estimated $217K sold.

Avantax Advisory Services first reported a position in IDNA in Q2 2020 and held it in 4 quarters. The position peaked at $404K in Q3 2021. 73 funds tracked by Wall St. Rank hold IDNA as of Q2 2022.

Avantax Advisory Services reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 6,363 iShares Genomics Immunology and Healthcare ETF shares in Q2 2022, an estimated $217K.
Avantax Advisory Services first reported a position in iShares Genomics Immunology and Healthcare ETF in Q2 2020 and held it in 4 quarters.
Avantax Advisory Services's iShares Genomics Immunology and Healthcare ETF position peaked at $404K in Q3 2021.
73 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.