Avantax Advisory Services’s National Storage Affiliates Trust NSA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$226K Sell
7,069
-222
-3% -$7.75K ﹤0.01% 2122
2025
Q1
$287K Buy
+7,291
New +$275K ﹤0.01% 1860
2024
Q3
Sell
-4,853
Closed -$200K 2176
2024
Q2
$200K Buy
+4,853
New +$183K ﹤0.01% 1957

Other funds holding NSA

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

Avantax Advisory Services reduced its National Storage Affiliates Trust (NSA) stake by 3% in Q2 2025, selling an estimated $7.75K and leaving 7,069 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #2122.

Avantax Advisory Services first reported a position in NSA in Q2 2024 and has held it in 3 quarters since. The position peaked at $287K in Q1 2025. 341 funds tracked by Wall St. Rank hold NSA as of Q2 2025.

  • Avantax Advisory Services held 7,069 shares of National Storage Affiliates Trust worth $226K as of Q2 2025.
  • Avantax Advisory Services sold 222 National Storage Affiliates Trust shares in Q2 2025, an estimated $7.75K.
  • National Storage Affiliates Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2122 holding.
  • Avantax Advisory Services first reported a position in National Storage Affiliates Trust in Q2 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's National Storage Affiliates Trust position peaked at $287K in Q1 2025.
  • 341 funds tracked by Wall St. Rank held National Storage Affiliates Trust as of Q2 2025.

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