Avantax Advisory Services’s US Treasury 5 Year Note ETF UFIV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,816	Closed	-$538K	–	2265
2024 Q3	$538K	Sell	10,816 -12,260	-53%	-$603K	﹤0.01%	1364
2024 Q2	$1.11M	Sell	23,076 -7,474	-24%	-$358K	0.01%	924
2024 Q1	$1.48M	Buy	30,550 +12,872	+73%	+$626K	0.01%	628
2023 Q4	$870K	Buy	+17,678	New	+$850K	0.01%	765

Other funds holding UFIV

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FMI

F/M Investments Washington, District of Columbia $1.51B AUM 25.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avantax Advisory Services's UFIV Position: Q4 2024 in Review

Avantax Advisory Services sold out of US Treasury 5 Year Note ETF (UFIV) in Q4 2024, closing a stake of 10,816 shares — an estimated $538K sold.

Avantax Advisory Services first reported a position in UFIV in Q4 2023 and held it in 4 quarters. The position peaked at $1.48M in Q1 2024. 15 funds tracked by Wall St. Rank hold UFIV as of Q4 2024.

Avantax Advisory Services reported no remaining US Treasury 5 Year Note ETF position as of Q4 2024 after selling out during the quarter.
Avantax Advisory Services sold 10,816 US Treasury 5 Year Note ETF shares in Q4 2024, an estimated $538K.
Avantax Advisory Services first reported a position in US Treasury 5 Year Note ETF in Q4 2023 and held it in 4 quarters.
Avantax Advisory Services's US Treasury 5 Year Note ETF position peaked at $1.48M in Q1 2024.
15 funds tracked by Wall St. Rank held US Treasury 5 Year Note ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.