Avantax Advisory Services’s SPS Commerce SPSC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Buy	7,672 +229	+3%	+$31.7K	0.01%	1147
2025 Q1	$988K	Sell	7,443 -263	-3%	-$41.3K	0.01%	1094
2024 Q4	$1.42M	Buy	7,706 +1,041	+16%	+$195K	0.01%	884
2024 Q3	$1.29M	Sell	6,665 -192	-3%	-$37.7K	0.01%	894
2024 Q2	$1.29M	Buy	+6,857	New	+$1.25M	0.01%	854

Other funds holding SPSC

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Avantax Advisory Services increased its SPS Commerce (SPSC) stake by 3.1% in Q2 2025, buying an estimated $31.7K and bringing the position to 7,672 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #1147.

Avantax Advisory Services first reported a position in SPSC in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.42M in Q4 2024. 452 funds tracked by Wall St. Rank hold SPSC as of Q2 2025.

Avantax Advisory Services held 7,672 shares of SPS Commerce worth $1.04M as of Q2 2025.
Avantax Advisory Services bought 229 SPS Commerce shares in Q2 2025, an estimated $31.7K.
SPS Commerce made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1147 holding.
Avantax Advisory Services first reported a position in SPS Commerce in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's SPS Commerce position peaked at $1.42M in Q4 2024.
452 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2025.

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