Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$966K Buy
17,252
+1,593
+10% +$61.4K 0.01% 1194
2025
Q1
$339K Buy
+15,659
New +$529K ﹤0.01% 1751

Other funds holding OKLO

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

Avantax Advisory Services increased its Oklo (OKLO) stake by 10% in Q2 2025, buying an estimated $61.4K and bringing the position to 17,252 shares worth $966K. The position accounts for 0.01% of the portfolio, ranked #1194.

Avantax Advisory Services first reported a position in OKLO in Q1 2025 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold OKLO as of Q2 2025.

  • Avantax Advisory Services held 17,252 shares of Oklo worth $966K as of Q2 2025.
  • Avantax Advisory Services bought 1,593 Oklo shares in Q2 2025, an estimated $61.4K.
  • Oklo made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1194 holding.
  • Avantax Advisory Services first reported a position in Oklo in Q1 2025 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held Oklo as of Q2 2025.

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