Avantax Advisory Services’s Miller Value Partners Appreciation ETF MVPA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$866K Sell
25,082
-27,515
-52% -$880K ﹤0.01% 1252
2025
Q1
$1.65M Sell
52,597
-16,121
-23% -$550K 0.01% 845
2024
Q4
$2.36M Buy
68,718
+698
+1% +$24.3K 0.01% 639
2024
Q3
$2.21M Sell
68,020
-1,189
-2% -$37.1K 0.01% 653
2024
Q2
$2.09M Buy
69,209
+18,343
+36% +$568K 0.01% 646
2024
Q1
$1.65M Buy
+50,866
New +$1.45M 0.01% 590

Other funds holding MVPA

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

Avantax Advisory Services reduced its Miller Value Partners Appreciation ETF (MVPA) stake by 52% in Q2 2025, selling an estimated $880K and leaving 25,082 shares worth $866K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Avantax Advisory Services first reported a position in MVPA in Q1 2024 and has held it in 6 quarters since. The position peaked at $2.36M in Q4 2024. 13 funds tracked by Wall St. Rank hold MVPA as of Q2 2025.

  • Avantax Advisory Services held 25,082 shares of Miller Value Partners Appreciation ETF worth $866K as of Q2 2025.
  • Avantax Advisory Services sold 27,515 Miller Value Partners Appreciation ETF shares in Q2 2025, an estimated $880K.
  • Miller Value Partners Appreciation ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1252 holding.
  • Avantax Advisory Services first reported a position in Miller Value Partners Appreciation ETF in Q1 2024 and has held it in 6 quarters since.
  • Avantax Advisory Services's Miller Value Partners Appreciation ETF position peaked at $2.36M in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Miller Value Partners Appreciation ETF as of Q2 2025.

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