Avantax Advisory Services’s IDEX IEX Stock Holding History
Bought
Maintained
Sold
Other funds holding IEX
Avantax Advisory Services's IEX Position: Q2 2025 in Review
Avantax Advisory Services increased its IDEX (IEX) stake by 802% in Q2 2025, buying an estimated $1.58M and bringing the position to 10,004 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #866.
Avantax Advisory Services first reported a position in IEX in Q2 2024 and has held it in 5 quarters since. 637 funds tracked by Wall St. Rank hold IEX as of Q2 2025.
- Avantax Advisory Services held 10,004 shares of IDEX worth $1.76M as of Q2 2025.
- Avantax Advisory Services bought 8,895 IDEX shares in Q2 2025, an estimated $1.58M.
- IDEX made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #866 holding.
- Avantax Advisory Services first reported a position in IDEX in Q2 2024 and has held it in 5 quarters since.
- 637 funds tracked by Wall St. Rank held IDEX as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.