Avantax Planning Partners’s Flex FLEX Stock Holding History

Avantax Planning Partners’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$955K	Hold
2025 Q4	$881K	Hold
2025 Q3	$845K	Hold
2025 Q2	$728K	Hold
2025 Q1	$482K	Sell
2024 Q4	$561K	Hold
2024 Q3	$489K	Sell
2024 Q2	$466K	Sell
2024 Q1	$456K	Buy
2018 Q4	–	Sell
2018 Q3	$4K	Buy