$1.7 Billion is the total value of Avantax Planning Partners, Inc.'s 315 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRXC | Exit | TRANSENTERIX INC | $0 | – | -13,000 | -100.0% | 0.00% | – |
| NVDA | Exit | NVIDIA CORPcall | $0 | – | -3,000 | -100.0% | -0.00% | – |
| CME | Exit | CME GROUP INC | $0 | – | -959 | -100.0% | -0.01% | – |
| ORI | Exit | OLD REP INTL CORP | $0 | – | -8,601 | -100.0% | -0.01% | – |
| MS | Exit | MORGAN STANLEY | $0 | – | -4,970 | -100.0% | -0.01% | – |
| IRET | Exit | INVESTORS REAL ESTATE TRsh ben int | $0 | – | -3,098 | -100.0% | -0.01% | – |
| PPL | Exit | PPL CORP | $0 | – | -7,918 | -100.0% | -0.02% | – |
| BSCJ | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,970 | -100.0% | -0.02% | – |
| PSCT | Exit | INVESCO EXCHNG TRADED FD TRs&p smlcp info | $0 | – | -3,568 | -100.0% | -0.02% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -24,988 | -100.0% | -0.02% | – |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -5,918 | -100.0% | -0.02% | – |
| ALLE | Exit | ALLEGION PUB LTD CO | $0 | – | -3,910 | -100.0% | -0.02% | – |
| CELG | Exit | CELGENE CORP | $0 | – | -4,571 | -100.0% | -0.03% | – |
| PFG | Exit | PRINCIPAL FINL GROUP INC | $0 | – | -8,147 | -100.0% | -0.03% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -3,417 | -100.0% | -0.03% | – |
| UTG | Exit | REAVES UTIL INCOME FD | $0 | – | -15,000 | -100.0% | -0.03% | – |
| AMLP | Exit | ALPS ETF TRalerian mlp | $0 | – | -111,070 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-15
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.