APP
CERO

Avantax Planning Partners’s CERo Therapeutics CERO Stock Holding History

Avantax Planning Partners’s Portfolio CERO Stock Details CERO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,716
Closed -$54.3K – 464
2025
Q1 		$54.3K Buy
3,716
+2,423
+187% +$95.8K ﹤0.01% 426
2024
Q4 		$155K Buy
1,293
+612
+90% +$143K 0.01% 419
2024
Q3 		$127K Buy
681
+641
+1,603% +$195K ﹤0.01% 427
2024
Q2 		$23.9K Buy
+40
New +$92.9K ﹤0.01% 467

Other funds holding CERO

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Avantax Planning Partners's CERO Position: Q2 2025 in Review

Avantax Planning Partners sold out of CERo Therapeutics (CERO) in Q2 2025, closing a stake of 3,716 shares — an estimated $54.3K sold.

Avantax Planning Partners first reported a position in CERO in Q2 2024 and held it in 4 quarters. The position peaked at $155K in Q4 2024. 8 funds tracked by Wall St. Rank hold CERO as of Q2 2025.

  • Avantax Planning Partners reported no remaining CERo Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 3,716 CERo Therapeutics shares in Q2 2025, an estimated $54.3K.
  • Avantax Planning Partners first reported a position in CERo Therapeutics in Q2 2024 and held it in 4 quarters.
  • Avantax Planning Partners's CERo Therapeutics position peaked at $155K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held CERo Therapeutics as of Q2 2025.

Based on Avantax Planning Partners's 13F filing for Q2 2025, filed 11 Aug 2025.