$1.33 Billion is the total value of Avantax Planning Partners, Inc.'s 288 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CWI | New | SPDR INDEX SHS FDSmsci acwi exus | $62,490,000 | – | 1,908,665 | +100.0% | 4.71% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $3,395,000 | – | 138,465 | +100.0% | 0.26% | – |
| SPMD | New | SPDR SERIES TRUSTportfolio md etf | $2,729,000 | – | 92,747 | +100.0% | 0.21% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $1,643,000 | – | 150,359 | +100.0% | 0.12% | – |
| PFFD | New | GLOBAL X FDSus pfd etf | $451,000 | – | 20,015 | +100.0% | 0.03% | – |
| FNCL | New | FIDELITYmsci finls idx | $280,000 | – | 8,101 | +100.0% | 0.02% | – |
| FXY | New | INVESCO CURNCYSHS JAPANESE Yjapanese yen | $207,000 | – | 2,373 | +100.0% | 0.02% | – |
| HDGE | New | ADVISORSHARES TRranger equity be | $205,000 | – | 24,280 | +100.0% | 0.02% | – |
| ACB | New | AURORA CANNABIS INC | $50,000 | – | 10,077 | +100.0% | 0.00% | – |
| TRXC | New | TRANSENTERIX INC | $29,000 | – | 13,000 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCsponsored adr | $9,000 | – | 3,680 | +100.0% | 0.00% | – |
| GE | New | GENERAL ELECTRIC COcall | $10,000 | – | 1,300,000 | +100.0% | 0.00% | – |
| LYG | New | LLOYDS BANKING GROUP PLCcall | $7,000 | – | 100,000 | +100.0% | 0.00% | – |
| CI | New | CIGNA CORP | $7,000 | – | 39 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 25.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 23.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 13.1% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 11.0% |
| SPDR SER TR | 28 | Q3 2023 | 5.5% |
| ISHARES TR | 28 | Q3 2023 | 4.0% |
| VANGUARD WORLD FDS | 28 | Q3 2023 | 4.5% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.1% |
| SPDR SER TR | 28 | Q3 2023 | 3.0% |
| ALPS ETF TR | 28 | Q3 2023 | 2.2% |
View Avantax Planning Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-18 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-01-28 |
View Avantax Planning Partners, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.