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Avantax Advisory Services’s ScottsMiracle-Gro SMG Stock Holding History

Avantax Advisory Services’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$678K Buy
10,277
+322
+3% +$18.6K ﹤0.01% 1400
2025
Q1 		$546K Buy
9,955
+1,802
+22% +$116K ﹤0.01% 1453
2024
Q4 		$541K Sell
8,153
-2,374
-23% -$188K ﹤0.01% 1392
2024
Q3 		$913K Sell
10,527
-404
-4% -$28.4K 0.01% 1080
2024
Q2 		$711K Buy
10,931
+7,810
+250% +$534K 0.01% 1159
2024
Q1 		$233K Sell
3,121
-382
-11% -$23.7K ﹤0.01% 1457
2023
Q4 		$223K Sell
3,503
-813
-19% -$43.9K ﹤0.01% 1417
2023
Q3 		$223K Sell
4,316
-27
-0.6% -$1.56K ﹤0.01% 1367
2023
Q2 		$272K Sell
4,343
-438
-9% -$29.4K ﹤0.01% 1234
2023
Q1 		$333K Sell
4,781
-5,234
-52% -$376K ﹤0.01% 1093
2022
Q4 		$487K Sell
10,015
-2,124
-17% -$106K 0.01% 881
2022
Q3 		$519K Buy
12,139
+827
+7% +$59.4K 0.01% 759
2022
Q2 		$894K Buy
11,312
+584
+5% +$57.7K 0.01% 586
2022
Q1 		$1.32M Buy
10,728
+531
+5% +$74.3K 0.02% 470
2021
Q4 		$1.64M Buy
10,197
+1,383
+16% +$214K 0.02% 402
2021
Q3 		$1.29M Sell
8,814
-645
-7% -$106K 0.02% 420
2021
Q2 		$1.82M Buy
9,459
+1,607
+20% +$355K 0.03% 348
2021
Q1 		$1.92M Buy
7,852
+2,293
+41% +$519K 0.04% 293
2020
Q4 		$1.11M Sell
5,559
-2,115
-28% -$363K 0.03% 378
2020
Q3 		$1.17M Sell
7,674
-1,404
-15% -$217K 0.02% 495
2020
Q2 		$1.22M Buy
9,078
+5,588
+160% +$721K 0.04% 306
2020
Q1 		$357K Buy
3,490
+1,091
+45% +$120K 0.01% 522
2019
Q4 		$254K Buy
+2,399
New +$245K 0.01% 685

Other funds holding SMG

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IP
Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Avantax Advisory Services increased its ScottsMiracle-Gro (SMG) stake by 3.2% in Q2 2025, buying an estimated $18.6K and bringing the position to 10,277 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Avantax Advisory Services first reported a position in SMG in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.92M in Q1 2021. 448 funds tracked by Wall St. Rank hold SMG as of Q2 2025.

  • Avantax Advisory Services held 10,277 shares of ScottsMiracle-Gro worth $678K as of Q2 2025.
  • Avantax Advisory Services bought 322 ScottsMiracle-Gro shares in Q2 2025, an estimated $18.6K.
  • ScottsMiracle-Gro made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1400 holding.
  • Avantax Advisory Services first reported a position in ScottsMiracle-Gro in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's ScottsMiracle-Gro position peaked at $1.92M in Q1 2021.
  • 448 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2025.

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