Avantax Advisory Services’s Two Harbors Investment TWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$112K	Buy	10,417 +112	+1%	+$1.26K	﹤0.01%	2278
2025 Q1	$138K	Sell	10,305 -415	-4%	-$5.38K	﹤0.01%	2136
2024 Q4	$127K	Sell	10,720 -349	-3%	-$4.22K	﹤0.01%	2109
2024 Q3	$154K	Buy	+11,069	New	+$151K	﹤0.01%	2035
2020 Q4	–	Sell	-8,076	Closed	-$167K	–	1331
2020 Q3	$167K	Buy	+8,076	New	+$171K	﹤0.01%	1255
2020 Q2	–	Sell	-2,875	Closed	-$43K	–	895
2020 Q1	$43K	Buy	2,875 +11	+0.4%	+$562	﹤0.01%	779
2019 Q4	$169K	Buy	+2,864	New	+$162K	﹤0.01%	789

Other funds holding TWO

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avantax Advisory Services increased its Two Harbors Investment (TWO) stake by 1.1% in Q2 2025, buying an estimated $1.26K and bringing the position to 10,417 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Avantax Advisory Services first reported a position in TWO in Q4 2019 and has held it in 7 quarters since. The position peaked at $169K in Q4 2019. 204 funds tracked by Wall St. Rank hold TWO as of Q2 2025.

Avantax Advisory Services held 10,417 shares of Two Harbors Investment worth $112K as of Q2 2025.
Avantax Advisory Services bought 112 Two Harbors Investment shares in Q2 2025, an estimated $1.26K.
Two Harbors Investment made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2278 holding.
Avantax Advisory Services first reported a position in Two Harbors Investment in Q4 2019 and has held it in 7 quarters since.
Avantax Advisory Services's Two Harbors Investment position peaked at $169K in Q4 2019.
204 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2025.

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