Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$130K Sell
37,825
-118
-0.3% -$440 ﹤0.01% 2264
2025
Q1
$145K Buy
37,943
+5,306
+16% +$23.4K ﹤0.01% 2131
2024
Q4
$142K Buy
32,637
+6,239
+24% +$31.7K ﹤0.01% 2097
2024
Q3
$176K Buy
26,398
+3,225
+14% +$14.8K ﹤0.01% 2018
2024
Q2
$96.4K Buy
23,173
+4,548
+24% +$21.5K ﹤0.01% 2014
2024
Q1
$83.8K Sell
18,625
-1,358
-7% -$8.19K ﹤0.01% 1601
2023
Q4
$181K Buy
19,983
+2,092
+12% +$16.6K ﹤0.01% 1489
2023
Q3
$162K Sell
17,891
-6,396
-26% -$71.2K ﹤0.01% 1453
2023
Q2
$235K Buy
24,287
+9,336
+62% +$79K ﹤0.01% 1321
2023
Q1
$157K Sell
14,951
-11,685
-44% -$119K ﹤0.01% 1398
2022
Q4
$260K Buy
26,636
+2,171
+9% +$25K ﹤0.01% 1179
2022
Q3
$386K Buy
24,465
+190
+0.8% +$3.76K 0.01% 894
2022
Q2
$527K Sell
24,275
-3,920
-14% -$71.9K 0.01% 765
2022
Q1
$595K Buy
28,195
+1,897
+7% +$44.7K 0.01% 727
2021
Q4
$833K Sell
26,298
-732
-3% -$26.9K 0.01% 579
2021
Q3
$965K Buy
27,030
+2,646
+11% +$109K 0.02% 503
2021
Q2
$1.3M Buy
24,384
+705
+3% +$28.2K 0.02% 419
2021
Q1
$921K Buy
23,679
+8,437
+55% +$430K 0.02% 448
2020
Q4
$741K Sell
15,242
-16,193
-52% -$626K 0.02% 436
2020
Q3
$666K Buy
+31,435
New +$484K 0.01% 699

Other funds holding NIO

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

Avantax Advisory Services reduced its NIO (NIO) stake by 0.31% in Q2 2025, selling an estimated $440 and leaving 37,825 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #2264.

Avantax Advisory Services first reported a position in NIO in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.3M in Q2 2021. 383 funds tracked by Wall St. Rank hold NIO as of Q2 2025.

  • Avantax Advisory Services held 37,825 shares of NIO worth $130K as of Q2 2025.
  • Avantax Advisory Services sold 118 NIO shares in Q2 2025, an estimated $440.
  • NIO made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2264 holding.
  • Avantax Advisory Services first reported a position in NIO in Q3 2020 and has held it in 20 quarters since.
  • Avantax Advisory Services's NIO position peaked at $1.3M in Q2 2021.
  • 383 funds tracked by Wall St. Rank held NIO as of Q2 2025.

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