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Avantax Planning Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Avantax Planning Partners’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,050
Closed -$270K – 351
2022
Q1 		$270K Buy
+5,050
New +$270K 0.01% 297

Other funds holding DGRO

FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avantax Planning Partners's DGRO Position: Q2 2022 in Review

Avantax Planning Partners sold out of iShares Core Dividend Growth ETF (DGRO) in Q2 2022, closing a stake of 5,050 shares — an estimated $270K sold.

Avantax Planning Partners first reported a position in DGRO in Q1 2022 and held it in 1 quarter. The position peaked at $270K in Q1 2022. 791 funds tracked by Wall St. Rank hold DGRO as of Q2 2022.

  • Avantax Planning Partners reported no remaining iShares Core Dividend Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 5,050 iShares Core Dividend Growth ETF shares in Q2 2022, an estimated $270K.
  • Avantax Planning Partners first reported a position in iShares Core Dividend Growth ETF in Q1 2022 and held it in 1 quarter.
  • Avantax Planning Partners's iShares Core Dividend Growth ETF position peaked at $270K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2022.

Based on Avantax Planning Partners's 13F filing for Q2 2022, filed 18 Jul 2022.