AAS
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Avantax Advisory Services’s Construction Partners ROAD Stock Holding History

Avantax Advisory Services’s Portfolio ROAD Stock Details ROAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.19M Sell
20,621
-3,221
-14% -$301K 0.01% 753
2025
Q1 		$1.71M Sell
23,842
-1,001
-4% -$78.9K 0.01% 823
2024
Q4 		$2.2M Sell
24,843
-8,992
-27% -$782K 0.01% 671
2024
Q3 		$2.36M Sell
33,835
-1,116
-3% -$68.8K 0.02% 619
2024
Q2 		$1.93M Buy
+34,951
New +$1.93M 0.01% 675

Other funds holding ROAD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

Avantax Advisory Services reduced its Construction Partners (ROAD) stake by 14% in Q2 2025, selling an estimated $301K and leaving 20,621 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #753.

Avantax Advisory Services first reported a position in ROAD in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.36M in Q3 2024. 329 funds tracked by Wall St. Rank hold ROAD as of Q2 2025.

  • Avantax Advisory Services held 20,621 shares of Construction Partners worth $2.19M as of Q2 2025.
  • Avantax Advisory Services sold 3,221 Construction Partners shares in Q2 2025, an estimated $301K.
  • Construction Partners made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #753 holding.
  • Avantax Advisory Services first reported a position in Construction Partners in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Construction Partners position peaked at $2.36M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held Construction Partners as of Q2 2025.

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