AAS
PLUS icon

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
8,903
+486
+6% +$32K ﹤0.01% 1441
2025
Q1 		$514K Sell
8,417
-542
-6% -$38.3K ﹤0.01% 1484
2024
Q4 		$662K Sell
8,959
-30
-0.3% -$2.62K ﹤0.01% 1271
2024
Q3 		$884K Sell
8,989
-1,245
-12% -$110K 0.01% 1096
2024
Q2 		$754K Buy
+10,234
New +$782K 0.01% 1132

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Advisory Services increased its ePlus (PLUS) stake by 5.8% in Q2 2025, buying an estimated $32K and bringing the position to 8,903 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Avantax Advisory Services first reported a position in PLUS in Q2 2024 and has held it in 5 quarters since. The position peaked at $884K in Q3 2024. 251 funds tracked by Wall St. Rank hold PLUS as of Q2 2025.

  • Avantax Advisory Services held 8,903 shares of ePlus worth $642K as of Q2 2025.
  • Avantax Advisory Services bought 486 ePlus shares in Q2 2025, an estimated $32K.
  • ePlus made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1441 holding.
  • Avantax Advisory Services first reported a position in ePlus in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's ePlus position peaked at $884K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held ePlus as of Q2 2025.

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