Avantax Advisory Services’s ePlus PLUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$642K	Buy
2025 Q1	$514K	Sell
2024 Q4	$662K	Sell
2024 Q3	$884K	Sell
2024 Q2	$754K	Buy