Avantax Advisory Services’s JPMorgan International Bond Opportunities ETF JPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$12.1M	Buy	248,358 +44,876	+22%	+$2.15M	0.07%	226
2025 Q1	$9.74M	Buy	203,482 +33,608	+20%	+$1.6M	0.06%	253
2024 Q4	$8.03M	Buy	169,874 +51,933	+44%	+$2.48M	0.05%	279
2024 Q3	$5.74M	Buy	117,941 +49,711	+73%	+$2.38M	0.04%	355
2024 Q2	$3.22M	Buy	+68,230	New	+$3.22M	0.02%	502

Other funds holding JPIB

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Avantax Advisory Services increased its JPMorgan International Bond Opportunities ETF (JPIB) stake by 22% in Q2 2025, buying an estimated $2.15M and bringing the position to 248,358 shares worth $12.1M. The position accounts for 0.07% of the portfolio, ranked #226.

Avantax Advisory Services first reported a position in JPIB in Q2 2024 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold JPIB as of Q2 2025.

Avantax Advisory Services held 248,358 shares of JPMorgan International Bond Opportunities ETF worth $12.1M as of Q2 2025.
Avantax Advisory Services bought 44,876 JPMorgan International Bond Opportunities ETF shares in Q2 2025, an estimated $2.15M.
JPMorgan International Bond Opportunities ETF made up 0.07% of Avantax Advisory Services's portfolio in Q2 2025, its #226 holding.
Avantax Advisory Services first reported a position in JPMorgan International Bond Opportunities ETF in Q2 2024 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held JPMorgan International Bond Opportunities ETF as of Q2 2025.

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