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Avantax Planning Partners’s MicroCloud Hologram HOLO Stock Holding History

Avantax Planning Partners’s Portfolio HOLO Stock Details HOLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-26,256
Closed -$128K – 446
2025
Q2 		$128K Buy
+26,256
New +$273K ﹤0.01% 437

Other funds holding HOLO

MNBTD
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KAS
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avantax Planning Partners's HOLO Position: Q3 2025 in Review

Avantax Planning Partners sold out of MicroCloud Hologram (HOLO) in Q3 2025, closing a stake of 26,256 shares — an estimated $128K sold.

Avantax Planning Partners first reported a position in HOLO in Q2 2025 and held it in 1 quarter. The position peaked at $128K in Q2 2025. 16 funds tracked by Wall St. Rank hold HOLO as of Q3 2025.

  • Avantax Planning Partners reported no remaining MicroCloud Hologram position as of Q3 2025 after selling out during the quarter.
  • Avantax Planning Partners sold 26,256 MicroCloud Hologram shares in Q3 2025, an estimated $128K.
  • Avantax Planning Partners first reported a position in MicroCloud Hologram in Q2 2025 and held it in 1 quarter.
  • Avantax Planning Partners's MicroCloud Hologram position peaked at $128K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held MicroCloud Hologram as of Q3 2025.

Based on Avantax Planning Partners's 13F filing for Q3 2025, filed 31 Oct 2025.