Avantax Advisory Services’s Orchid Island Capital ORC Stock Holding History
Bought
Maintained
Sold
Other funds holding ORC
Avantax Advisory Services's ORC Position: Q2 2025 in Review
Avantax Advisory Services increased its Orchid Island Capital (ORC) stake by 84% in Q2 2025, buying an estimated $144K and bringing the position to 45,390 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1861.
Avantax Advisory Services first reported a position in ORC in Q3 2024 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold ORC as of Q2 2025.
- Avantax Advisory Services held 45,390 shares of Orchid Island Capital worth $318K as of Q2 2025.
- Avantax Advisory Services bought 20,751 Orchid Island Capital shares in Q2 2025, an estimated $144K.
- Orchid Island Capital made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1861 holding.
- Avantax Advisory Services first reported a position in Orchid Island Capital in Q3 2024 and has held it in 4 quarters since.
- 162 funds tracked by Wall St. Rank held Orchid Island Capital as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.