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AVANTAX ADVISORY SERVICES, INC.: QYLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on QYLD, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 528,084 QYLD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 528,084 shares
    Change vs previous 13F +45,327 shares

    0.05% of the 13F portfolio, value $8,829,556.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 482,757 shares
    Change vs previous 13F +40,235 shares

    0.05% of the 13F portfolio, value $8,028,241.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 442,522 shares
    Change vs previous 13F +62,173 shares

    0.05% of the 13F portfolio, value $8,062,747.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 380,349 shares
    Change vs previous 13F -12,613 shares

    0.05% of the 13F portfolio, value $6,861,503.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 392,962 shares
    Change vs previous 13F +126,769 shares

    0.05% of the 13F portfolio, value $6,943,633.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 266,193 shares
    Change vs previous 13F +79,388 shares

    0.04% of the 13F portfolio, value $4,767,512.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 186,805 shares
    Change vs previous 13F +52,995 shares

    0.03% of the 13F portfolio, value $3,239,204.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 133,810 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,243,985.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).