Avantax Advisory Services’s F/M Opportunistic Income ETF ZHOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Sell	12,279 -228	-2%	-$11.7K	﹤0.01%	1447
2025 Q1	$649K	Buy	+12,507	New	+$648K	﹤0.01%	1346

Other funds holding ZHOG

FMI

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

CCM

Crew Capital Management Cincinnati, Ohio $151M AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CBT

Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return

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

Avantax Advisory Services reduced its F/M Opportunistic Income ETF (ZHOG) stake by 1.8% in Q2 2025, selling an estimated $11.7K and leaving 12,279 shares worth $637K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Avantax Advisory Services first reported a position in ZHOG in Q1 2025 and has held it in 2 quarters since. The position peaked at $649K in Q1 2025. 6 funds tracked by Wall St. Rank hold ZHOG as of Q2 2025.

Avantax Advisory Services held 12,279 shares of F/M Opportunistic Income ETF worth $637K as of Q2 2025.
Avantax Advisory Services sold 228 F/M Opportunistic Income ETF shares in Q2 2025, an estimated $11.7K.
F/M Opportunistic Income ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1447 holding.
Avantax Advisory Services first reported a position in F/M Opportunistic Income ETF in Q1 2025 and has held it in 2 quarters since.
Avantax Advisory Services's F/M Opportunistic Income ETF position peaked at $649K in Q1 2025.
6 funds tracked by Wall St. Rank held F/M Opportunistic Income ETF as of Q2 2025.

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