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Avantax Advisory Services’s Intellinetics INLX Stock Holding History

Avantax Advisory Services’s Portfolio INLX Stock Details INLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$140K Hold
11,203
– – ﹤0.01% 2254
2025
Q1 		$139K Sell
11,203
-797
-7% -$9.93K ﹤0.01% 2134
2024
Q4 		$165K Hold
12,000
– – ﹤0.01% 2084
2024
Q3 		$134K Buy
+12,000
New +$106K ﹤0.01% 2050

Other funds holding INLX

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avantax Advisory Services held its Intellinetics (INLX) position steady in Q2 2025 at 11,203 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #2254.

Avantax Advisory Services first reported a position in INLX in Q3 2024 and has held it in 4 quarters since. The position peaked at $165K in Q4 2024. 9 funds tracked by Wall St. Rank hold INLX as of Q2 2025.

  • Avantax Advisory Services held 11,203 shares of Intellinetics worth $140K as of Q2 2025.
  • Avantax Advisory Services left its Intellinetics share count unchanged in Q2 2025.
  • Intellinetics made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2254 holding.
  • Avantax Advisory Services first reported a position in Intellinetics in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's Intellinetics position peaked at $165K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Intellinetics as of Q2 2025.

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