Avantax Advisory Services’s VanEck Long/Flat Trend ETF LFEQ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,174	Closed	-$300K	–	2234
2024 Q3	$300K	Sell	6,174 -1,999	-24%	-$93.6K	﹤0.01%	1746
2024 Q2	$377K	Sell	8,173 -1,718	-17%	-$76K	﹤0.01%	1550
2024 Q1	$438K	Sell	9,891 -1,411	-12%	-$59.3K	﹤0.01%	1110
2023 Q4	$453K	Buy	11,302 +1,827	+19%	+$70.3K	﹤0.01%	1042
2023 Q3	$356K	Buy	9,475 +436	+5%	+$17K	﹤0.01%	1101
2023 Q2	$352K	Buy	9,039 +2,448	+37%	+$89.9K	﹤0.01%	1097
2023 Q1	$238K	Buy	+6,591	New	+$232K	﹤0.01%	1278

Other funds holding LFEQ

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KDA

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

WAS

Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avantax Advisory Services's LFEQ Position: Q4 2024 in Review

Avantax Advisory Services sold out of VanEck Long/Flat Trend ETF (LFEQ) in Q4 2024, closing a stake of 6,174 shares — an estimated $300K sold.

Avantax Advisory Services first reported a position in LFEQ in Q1 2023 and held it in 7 quarters. The position peaked at $453K in Q4 2023. 12 funds tracked by Wall St. Rank hold LFEQ as of Q4 2024.

Avantax Advisory Services reported no remaining VanEck Long/Flat Trend ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 6,174 VanEck Long/Flat Trend ETF shares in Q4 2024, an estimated $300K.
Avantax Advisory Services first reported a position in VanEck Long/Flat Trend ETF in Q1 2023 and held it in 7 quarters.
Avantax Advisory Services's VanEck Long/Flat Trend ETF position peaked at $453K in Q4 2023.
12 funds tracked by Wall St. Rank held VanEck Long/Flat Trend ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.