BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s AXIL Brands AXIL Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio AXIL Stock Details AXIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.2K	Hold	4,500	–	–	﹤0.01%	1124
2026 Q1	$31.5K	Hold	4,500	–	–	﹤0.01%	1134
2025 Q4	$31.2K	Buy	4,500 +300	+7%	+$1.78K	﹤0.01%	1174
2025 Q3	$26.5K	Buy	4,200 +800	+24%	+$5.47K	﹤0.01%	1150
2025 Q2	$18.7K	Buy	3,400 +400	+13%	+$2.33K	﹤0.01%	1245
2025 Q1	$15K	Buy	3,000 +1,300	+76%	+$8.51K	﹤0.01%	1354
2024 Q4	$6.56K	Sell	1,700 -1,000	-37%	-$4.1K	﹤0.01%	1609
2024 Q3	$11.6K	Buy	+2,700	New	+$15K	﹤0.01%	1483

Other funds holding AXIL

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AXIL Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held its AXIL Brands (AXIL) position steady in Q2 2026 at 4,500 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AXIL in Q3 2024 and has held it in 8 quarters since. The position peaked at $31.5K in Q1 2026. 16 funds tracked by Wall St. Rank hold AXIL as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 4,500 shares of AXIL Brands worth $30.2K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. left its AXIL Brands share count unchanged in Q2 2026.
AXIL Brands made up ﹤0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #1124 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in AXIL Brands in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s AXIL Brands position peaked at $31.5K in Q1 2026.
16 funds tracked by Wall St. Rank held AXIL Brands as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.