Avantax Advisory Services’s Nutex Health NUTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$949K	Sell	7,626 -4,641	-38%	-$599K	0.01%	1200
2025 Q1	$577K	Sell	12,267 -1,750	-12%	-$85.4K	﹤0.01%	1415
2024 Q4	$444K	Sell	14,017 -2,000	-12%	-$57K	﹤0.01%	1525
2024 Q3	$348K	Buy	+16,017	New	+$231K	﹤0.01%	1654
2024 Q2	–	Sell	-196	Closed	-$2.82K	–	2113
2024 Q1	$2.82K	Hold	196	–	–	﹤0.01%	1647
2023 Q4	$5.29K	Hold	196	–	–	﹤0.01%	1569
2023 Q3	$5.95K	Hold	196	–	–	﹤0.01%	1543
2023 Q2	$12.4K	Hold	196	–	–	﹤0.01%	1497
2023 Q1	$29.7K	Sell	196 -240	-55%	-$48.6K	﹤0.01%	1460
2022 Q4	$124K	Buy	+436	New	+$83.7K	﹤0.01%	1354

Other funds holding NUTX

TCM

Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

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

Avantax Advisory Services reduced its Nutex Health (NUTX) stake by 38% in Q2 2025, selling an estimated $599K and leaving 7,626 shares worth $949K. The position accounts for 0.01% of the portfolio, ranked #1200.

Avantax Advisory Services first reported a position in NUTX in Q4 2022 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold NUTX as of Q2 2025.

Avantax Advisory Services held 7,626 shares of Nutex Health worth $949K as of Q2 2025.
Avantax Advisory Services sold 4,641 Nutex Health shares in Q2 2025, an estimated $599K.
Nutex Health made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1200 holding.
Avantax Advisory Services first reported a position in Nutex Health in Q4 2022 and has held it in 10 quarters since.
102 funds tracked by Wall St. Rank held Nutex Health as of Q2 2025.

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