$1.77 Billion is the total value of Avantax Planning Partners, Inc.'s 280 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WTIU | Exit | UBS AG LONDON BRANCHnt lkd 46 | $0 | – | -24,000 | -100.0% | -0.00% | – |
| ACB | Exit | AURORA CANNABIS INC | $0 | – | -13,368 | -100.0% | -0.00% | – |
| GE | Exit | GENERAL ELECTRIC COcall | $0 | – | -850,000 | -100.0% | -0.00% | – |
| UMPQ | Exit | UMPQUA HLDGS CORP | $0 | – | -11,459 | -100.0% | -0.01% | – |
| RTN | Exit | RAYTHEON CO | $0 | – | -1,564 | -100.0% | -0.01% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -1,856 | -100.0% | -0.01% | – |
| FNCL | Exit | FIDELITY COVINGTON TRmsci finls idx | $0 | – | -7,013 | -100.0% | -0.01% | – |
| JHMF | Exit | JOHN HANCOCK ETF TRUSTmultifactor fi | $0 | – | -10,345 | -100.0% | -0.02% | – |
| EL | Exit | LAUDER ESTEE COS INCcl a | $0 | – | -2,332 | -100.0% | -0.03% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -5,857 | -100.0% | -0.03% | – |
| LIN | Exit | LINDE PLC | $0 | – | -2,386 | -100.0% | -0.03% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -22,670 | -100.0% | -0.03% | – |
| PKG | Exit | PACKAGING CORP AMER | $0 | – | -6,392 | -100.0% | -0.04% | – |
| SPHD | Exit | INVESCO EXCHANGE-TRADED FD Ts&p500 hdl vol | $0 | – | -19,542 | -100.0% | -0.04% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -15,558 | -100.0% | -0.05% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -18,770 | -100.0% | -0.05% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -10,059 | -100.0% | -0.07% | – |
| IP | Exit | INTL PAPER CO | $0 | – | -43,824 | -100.0% | -0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 25.4% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 23.6% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 13.1% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 11.0% |
| SPDR SER TR | 31 | Q2 2024 | 5.5% |
| SCHWAB STRATEGIC TR | 31 | Q2 2024 | 4.1% |
| ISHARES TR | 31 | Q2 2024 | 4.0% |
| VANGUARD WORLD FDS | 31 | Q2 2024 | 4.5% |
| SPDR SER TR | 31 | Q2 2024 | 3.0% |
| ALPS ETF TR | 31 | Q2 2024 | 2.2% |
View Avantax Planning Partners, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-09 |
| 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 |
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.