AAS
JPXN

Avantax Advisory Services’s iShares JPX-Nikkei 400 ETF JPXN Stock Holding History

Avantax Advisory Services’s Portfolio JPXN Stock Details JPXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,055
Closed -$516K – 1632
2023
Q3 		$516K Buy
+8,055
New +$530K 0.01% 934

Other funds holding JPXN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RGF
Retirement Guys Formula Maumee, Ohio $217M AUM 19.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Advisory Services's JPXN Position: Q4 2023 in Review

Avantax Advisory Services sold out of iShares JPX-Nikkei 400 ETF (JPXN) in Q4 2023, closing a stake of 8,055 shares — an estimated $516K sold.

Avantax Advisory Services first reported a position in JPXN in Q3 2023 and held it in 1 quarter. The position peaked at $516K in Q3 2023. 25 funds tracked by Wall St. Rank hold JPXN as of Q4 2023.

  • Avantax Advisory Services reported no remaining iShares JPX-Nikkei 400 ETF position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 8,055 iShares JPX-Nikkei 400 ETF shares in Q4 2023, an estimated $516K.
  • Avantax Advisory Services first reported a position in iShares JPX-Nikkei 400 ETF in Q3 2023 and held it in 1 quarter.
  • Avantax Advisory Services's iShares JPX-Nikkei 400 ETF position peaked at $516K in Q3 2023.
  • 25 funds tracked by Wall St. Rank held iShares JPX-Nikkei 400 ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.