Avantax Advisory Services’s Clear Secure YOU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$412K	Sell	14,838 -291	-2%	-$7.41K	﹤0.01%	1702
2025 Q1	$392K	Buy	15,129 +4,317	+40%	+$107K	﹤0.01%	1671
2024 Q4	$288K	Buy	+10,812	New	+$327K	﹤0.01%	1805
2024 Q1	–	Sell	-33,884	Closed	-$700K	–	1744
2023 Q4	$700K	Buy	33,884 +6,260	+23%	+$122K	0.01%	853
2023 Q3	$526K	Buy	+27,624	New	+$612K	0.01%	927

Other funds holding YOU

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

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

Avantax Advisory Services reduced its Clear Secure (YOU) stake by 1.9% in Q2 2025, selling an estimated $7.41K and leaving 14,838 shares worth $412K. The position accounts for ﹤0.01% of the portfolio, ranked #1702.

Avantax Advisory Services first reported a position in YOU in Q3 2023 and has held it in 5 quarters since. The position peaked at $700K in Q4 2023. 325 funds tracked by Wall St. Rank hold YOU as of Q2 2025.

Avantax Advisory Services held 14,838 shares of Clear Secure worth $412K as of Q2 2025.
Avantax Advisory Services sold 291 Clear Secure shares in Q2 2025, an estimated $7.41K.
Clear Secure made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1702 holding.
Avantax Advisory Services first reported a position in Clear Secure in Q3 2023 and has held it in 5 quarters since.
Avantax Advisory Services's Clear Secure position peaked at $700K in Q4 2023.
325 funds tracked by Wall St. Rank held Clear Secure as of Q2 2025.

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