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Avantax Advisory Services’s Nasdaq NDAQ Stock Holding History

Avantax Advisory Services’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.1M Buy
123,868
+8,723
+8% +$696K 0.06% 253
2025
Q1 		$8.73M Buy
115,145
+5,599
+5% +$441K 0.05% 276
2024
Q4 		$8.47M Buy
109,546
+2,588
+2% +$200K 0.05% 267
2024
Q3 		$7.81M Sell
106,958
-30,560
-22% -$2.09M 0.05% 287
2024
Q2 		$8.29M Buy
137,518
+12,307
+10% +$745K 0.06% 245
2024
Q1 		$7.9M Buy
125,211
+23,993
+24% +$1.39M 0.07% 219
2023
Q4 		$5.88M Buy
101,218
+3,734
+4% +$197K 0.06% 248
2023
Q3 		$4.74M Buy
97,484
+6,784
+7% +$344K 0.05% 267
2023
Q2 		$4.52M Buy
90,700
+2,677
+3% +$145K 0.05% 277
2023
Q1 		$4.81M Buy
88,023
+11,766
+15% +$680K 0.06% 252
2022
Q4 		$4.68M Sell
76,257
-11,476
-13% -$715K 0.06% 238
2022
Q3 		$4.97M Buy
87,733
+5,953
+7% +$350K 0.08% 198
2022
Q2 		$4.16M Buy
81,780
+10,713
+15% +$567K 0.06% 232
2022
Q1 		$4.22M Buy
71,067
+10,155
+17% +$601K 0.06% 238
2021
Q4 		$4.27M Buy
60,912
+4,905
+9% +$334K 0.06% 225
2021
Q3 		$3.61M Buy
56,007
+8,853
+19% +$557K 0.06% 232
2021
Q2 		$2.76M Buy
47,154
+10,191
+28% +$561K 0.05% 271
2021
Q1 		$1.82M Buy
36,963
+5,223
+16% +$248K 0.04% 305
2020
Q4 		$1.41M Sell
31,740
-10,296
-24% -$436K 0.03% 331
2020
Q3 		$1.72M Buy
42,036
+19,953
+90% +$851K 0.03% 394
2020
Q2 		$880K Buy
22,083
+6,645
+43% +$247K 0.03% 368
2020
Q1 		$491K Buy
+15,438
New +$547K 0.01% 439
2019
Q1 		– Sell
-7,875
Closed -$212K – 493
2018
Q4 		$212K Buy
+7,875
New +$224K 0.04% 366

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Avantax Advisory Services increased its Nasdaq (NDAQ) stake by 7.6% in Q2 2025, buying an estimated $696K and bringing the position to 123,868 shares worth $11.1M. The position accounts for 0.06% of the portfolio, ranked #253.

Avantax Advisory Services first reported a position in NDAQ in Q4 2018 and has held it in 23 quarters since. 1,019 funds tracked by Wall St. Rank hold NDAQ as of Q2 2025.

  • Avantax Advisory Services held 123,868 shares of Nasdaq worth $11.1M as of Q2 2025.
  • Avantax Advisory Services bought 8,723 Nasdaq shares in Q2 2025, an estimated $696K.
  • Nasdaq made up 0.06% of Avantax Advisory Services's portfolio in Q2 2025, its #253 holding.
  • Avantax Advisory Services first reported a position in Nasdaq in Q4 2018 and has held it in 23 quarters since.
  • 1,019 funds tracked by Wall St. Rank held Nasdaq as of Q2 2025.

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