Avantax Advisory Services’s Saratoga Investment SAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$256K	Sell	10,328 -54	-0.5%	-$1.3K	﹤0.01%	2033
2025 Q1	$263K	Hold	10,382	–	–	﹤0.01%	1929
2024 Q4	$248K	Sell	10,382 -66	-0.6%	-$1.6K	﹤0.01%	1917
2024 Q3	$242K	Sell	10,448 -1,043	-9%	-$24.1K	﹤0.01%	1900
2024 Q2	$261K	Buy	11,491 +98	+0.9%	+$2.29K	﹤0.01%	1792
2024 Q1	$264K	Buy	11,393 +832	+8%	+$19.6K	﹤0.01%	1372
2023 Q4	$273K	Buy	10,561 +1,604	+18%	+$40.1K	﹤0.01%	1287
2023 Q3	$230K	Buy	8,957 +87	+1%	+$2.29K	﹤0.01%	1347
2023 Q2	$239K	Buy	8,870 +91	+1%	+$2.33K	﹤0.01%	1307
2023 Q1	$222K	Buy	+8,779	New	+$232K	﹤0.01%	1309
2022 Q3	–	Sell	-8,852	Closed	-$212K	–	1376
2022 Q2	$212K	Buy	8,852 +469	+6%	+$12.2K	﹤0.01%	1174
2022 Q1	$228K	Buy	+8,383	New	+$230K	﹤0.01%	1135

Other funds holding SAR

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Advisory Services reduced its Saratoga Investment (SAR) stake by 0.52% in Q2 2025, selling an estimated $1.3K and leaving 10,328 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Avantax Advisory Services first reported a position in SAR in Q1 2022 and has held it in 12 quarters since. The position peaked at $273K in Q4 2023. 65 funds tracked by Wall St. Rank hold SAR as of Q2 2025.

Avantax Advisory Services held 10,328 shares of Saratoga Investment worth $256K as of Q2 2025.
Avantax Advisory Services sold 54 Saratoga Investment shares in Q2 2025, an estimated $1.3K.
Saratoga Investment made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2033 holding.
Avantax Advisory Services first reported a position in Saratoga Investment in Q1 2022 and has held it in 12 quarters since.
Avantax Advisory Services's Saratoga Investment position peaked at $273K in Q4 2023.
65 funds tracked by Wall St. Rank held Saratoga Investment as of Q2 2025.

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