AAS
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Avantax Advisory Services’s State Street Ultra Short Term Bond ETF ULST Stock Holding History

Avantax Advisory Services’s Portfolio ULST Stock Details ULST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,206
Closed -$212K – 2266
2024
Q3 		$212K Sell
5,206
-6,890
-57% -$280K ﹤0.01% 1976
2024
Q2 		$490K Sell
12,096
-204
-2% -$8.24K ﹤0.01% 1375
2024
Q1 		$498K Sell
12,300
-12,997
-51% -$526K ﹤0.01% 1039
2023
Q4 		$1.02M Buy
25,297
+6,323
+33% +$255K 0.01% 705
2023
Q3 		$764K Sell
18,974
-2,305
-11% -$92.7K 0.01% 777
2023
Q2 		$856K Sell
21,279
-3,384
-14% -$136K 0.01% 739
2023
Q1 		$993K Sell
24,663
-30,198
-55% -$1.21M 0.01% 668
2022
Q4 		$2.19M Sell
54,861
-37,038
-40% -$1.48M 0.03% 391
2022
Q3 		$3.67M Buy
+91,899
New +$3.67M 0.06% 255

Other funds holding ULST

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return