Avantax Advisory Services’s PPL Corp PPL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.45M	Sell	72,373 -3,139	-4%	-$109K	0.01%	702
2025 Q1	$2.73M	Buy	75,512 +1,354	+2%	+$45.9K	0.02%	618
2024 Q4	$2.41M	Buy	74,158 +4,272	+6%	+$141K	0.02%	634
2024 Q3	$2.31M	Buy	69,886 +1,359	+2%	+$41.6K	0.02%	627
2024 Q2	$1.89M	Buy	68,527 +38,409	+128%	+$1.08M	0.01%	683
2024 Q1	$829K	Sell	30,118 -4,811	-14%	-$128K	0.01%	825
2023 Q4	$947K	Sell	34,929 -11,172	-24%	-$283K	0.01%	730
2023 Q3	$1.09M	Sell	46,101 -345	-0.7%	-$8.92K	0.01%	655
2023 Q2	$1.23M	Sell	46,446 -4,805	-9%	-$133K	0.01%	613
2023 Q1	$1.42M	Buy	51,251 +1,101	+2%	+$31.2K	0.02%	547
2022 Q4	$1.47M	Buy	50,150 +1,247	+3%	+$34.3K	0.02%	509
2022 Q3	$1.24M	Sell	48,903 -1,623	-3%	-$46.5K	0.02%	499
2022 Q2	$1.37M	Buy	50,526 +3,117	+7%	+$89.5K	0.02%	468
2022 Q1	$1.35M	Sell	47,409 -1,297	-3%	-$36.6K	0.02%	464
2021 Q4	$1.46M	Sell	48,706 -22,135	-31%	-$639K	0.02%	425
2021 Q3	$1.98M	Sell	70,841 -8,087	-10%	-$233K	0.03%	335
2021 Q2	$2.21M	Sell	78,928 -831	-1%	-$24K	0.04%	310
2021 Q1	$2.3M	Buy	79,759 +26,770	+51%	+$750K	0.05%	262
2020 Q4	$1.49M	Sell	52,989 -53,095	-50%	-$1.51M	0.04%	316
2020 Q3	$2.89M	Buy	106,084 +65,880	+164%	+$1.78M	0.05%	289
2020 Q2	$1.04M	Buy	40,204 +30	+0.1%	+$780	0.03%	334
2020 Q1	$995K	Buy	40,174 +10,985	+38%	+$354K	0.03%	306
2019 Q4	$1.04M	Buy	29,189 +12,399	+74%	+$416K	0.02%	331
2019 Q3	$526K	Buy	16,790 +4,598	+38%	+$139K	0.02%	317
2019 Q2	$378K	Sell	12,192 -608	-5%	-$18.8K	0.02%	348
2019 Q1	$406K	Buy	12,800 +789	+7%	+$24.5K	0.02%	302
2018 Q4	$342K	Buy	+12,011	New	+$365K	0.06%	281

Other funds holding PPL

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Avantax Advisory Services reduced its PPL Corp (PPL) stake by 4.2% in Q2 2025, selling an estimated $109K and leaving 72,373 shares worth $2.45M. The position accounts for 0.01% of the portfolio, ranked #702.

Avantax Advisory Services first reported a position in PPL in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.89M in Q3 2020. 896 funds tracked by Wall St. Rank hold PPL as of Q2 2025.

Avantax Advisory Services held 72,373 shares of PPL Corp worth $2.45M as of Q2 2025.
Avantax Advisory Services sold 3,139 PPL Corp shares in Q2 2025, an estimated $109K.
PPL Corp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #702 holding.
Avantax Advisory Services first reported a position in PPL Corp in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's PPL Corp position peaked at $2.89M in Q3 2020.
896 funds tracked by Wall St. Rank held PPL Corp as of Q2 2025.

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