Avantax Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-4,912	Closed	-$332K	–	1349
2022 Q1	$332K	Buy	+4,912	New	+$323K	﹤0.01%	953
2020 Q4	–	Sell	-5,848	Closed	-$292K	–	1148
2020 Q3	$292K	Buy	+5,848	New	+$274K	﹤0.01%	1032

Other funds holding IYT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

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

Avantax Advisory Services sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 4,912 shares — an estimated $332K sold.

Avantax Advisory Services first reported a position in IYT in Q3 2020 and held it in 2 quarters. The position peaked at $332K in Q1 2022. 194 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

Avantax Advisory Services reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 4,912 iShares US Transportation ETF shares in Q2 2022, an estimated $332K.
Avantax Advisory Services first reported a position in iShares US Transportation ETF in Q3 2020 and held it in 2 quarters.
Avantax Advisory Services's iShares US Transportation ETF position peaked at $332K in Q1 2022.
194 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

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