Avantax Planning Partners
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Avantax Planning Partners’s SpaceX SPCX Stock Holding History

Avantax Planning Partners’s Portfolio SPCX Stock Details SPCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.69M Buy
11,190
+7,700
+221% +$1.07M 0.04% 153
2026
Q2 		$596K Buy
+3,490
New +$593K 0.01% 264

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Invesco
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SC US (TTGP)
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BlackRock
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Thrive Capital Management (New York)
Thrive Capital Management (New York) New York $7.68B AUM 39.94% 1-Year Est. Return
Baillie Gifford & Co
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Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Avantax Planning Partners's SPCX Position: Q3 2026 in Review

Avantax Planning Partners increased its SpaceX (SPCX) stake by 221% in Q3 2026, buying an estimated $1.07M and bringing the position to 11,190 shares worth $1.69M. The position accounts for 0.04% of the portfolio, ranked #153.

Avantax Planning Partners first reported a position in SPCX in Q2 2026 and has held it in 2 quarters since. 2,330 funds tracked by Wall St. Rank hold SPCX as of Q3 2026.

  • Avantax Planning Partners held 11,190 shares of SpaceX worth $1.69M as of Q3 2026.
  • Avantax Planning Partners bought 7,700 SpaceX shares in Q3 2026, an estimated $1.07M.
  • SpaceX made up 0.04% of Avantax Planning Partners's portfolio in Q3 2026, its #153 holding.
  • Avantax Planning Partners first reported a position in SpaceX in Q2 2026 and has held it in 2 quarters since.
  • 2,330 funds tracked by Wall St. Rank held SpaceX as of Q3 2026.

Based on Avantax Planning Partners's 13F filing for Q3 2026, filed 3 Nov 2026.