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Avantax Advisory Services’s i3 Verticals IIIV Stock Holding History

Avantax Advisory Services’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$483K Buy
17,577
+104
+0.6% +$2.61K ﹤0.01% 1600
2025
Q1 		$431K Buy
17,473
+1,368
+8% +$34.7K ﹤0.01% 1603
2024
Q4 		$371K Sell
16,105
-1,178
-7% -$27.6K ﹤0.01% 1642
2024
Q3 		$368K Buy
17,283
+1,077
+7% +$24.2K ﹤0.01% 1619
2024
Q2 		$358K Buy
+16,206
New +$342K ﹤0.01% 1584

Other funds holding IIIV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VG
Visualize Group New York $243M AUM 6.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
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
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

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

Avantax Advisory Services increased its i3 Verticals (IIIV) stake by 0.6% in Q2 2025, buying an estimated $2.61K and bringing the position to 17,577 shares worth $483K. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Avantax Advisory Services first reported a position in IIIV in Q2 2024 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold IIIV as of Q2 2025.

  • Avantax Advisory Services held 17,577 shares of i3 Verticals worth $483K as of Q2 2025.
  • Avantax Advisory Services bought 104 i3 Verticals shares in Q2 2025, an estimated $2.61K.
  • i3 Verticals made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1600 holding.
  • Avantax Advisory Services first reported a position in i3 Verticals in Q2 2024 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2025.

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