Avantax Planning Partners, Inc.ETFConcentrated long-term

CIK: 0001005441 | DUBUQUE, IA

Q2 2026 vs Q3 2026 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	445	$4.0B	2026-11-03	SEC ↗
Q2 2026	13F-HR	454	$4.0B	2026-07-28	SEC ↗
Q1 2026	13F-HR	435	$3.6B	2026-05-04	SEC ↗
Q4 2025	13F-HR	437	$3.6B	2026-02-05	SEC ↗
Q3 2025	13F-HR	438	$3.5B	2025-10-31	SEC ↗
Q2 2025	13F-HR	447	$3.2B	2025-08-11	SEC ↗
Q1 2025	13F-HR	431	$2.8B	2025-04-29	SEC ↗
Q4 2024	13F-HR	430	$2.8B	2025-02-07	SEC ↗
Q3 2024	13F-HR	443	$2.8B	2024-11-14	SEC ↗
Q2 2024	13F-HR	471	$3.1B	2024-08-09	SEC ↗
Q1 2024	13F-HR	465	$3.1B	2024-05-03	SEC ↗
Q4 2023	13F-HR	372	$2.6B	2024-02-09	SEC ↗
Q3 2023	13F-HR	362	$2.4B	2023-11-06	SEC ↗
Q2 2023	13F-HR	372	$2.5B	2023-07-18	SEC ↗
Q1 2023	13F-HR	377	$2.5B	2023-04-21	SEC ↗
Q4 2022	13F-HR	367	$2.5B	2023-02-10	SEC ↗
Q3 2022	13F-HR	347	$28.1M	2022-10-14	SEC ↗
Q2 2022	13F-HR	343	$22.9M	2022-07-18	SEC ↗
Q1 2022	13F-HR	359	$21.7M	2022-05-09	SEC ↗
Q4 2021	13F-HR	355	$20.6M	2022-01-28	SEC ↗
Q3 2021	13F-HR	339	$17.6M	2021-10-27	SEC ↗
Q2 2021	13F-HR	329	$17.9M	2021-08-10	SEC ↗
Q1 2021	13F-HR	314	$16.6M	2021-05-06	SEC ↗
Q4 2020	13F-HR	288	$16.3M	2021-02-04	SEC ↗
Q3 2020	13F-HR	296	$16.4M	2020-10-28	SEC ↗
Q2 2020	13F-HR	280	$15.2M	2020-07-15	SEC ↗
Q1 2020	13F-HR	276	$11.8M	2020-04-27	SEC ↗
Q4 2019	13F-HR	315	$17.4M	2020-01-15	SEC ↗
Q3 2019	13F-HR	310	$12.0M	2019-11-08	SEC ↗
Q2 2019	13F-HR	302	$2.4M	2019-08-07	SEC ↗
Q1 2019	13F-HR	301	$11.4M	2019-05-08	SEC ↗
Q4 2018	13F-HR	288	$9.3M	2019-02-14	SEC ↗
Q3 2018	13F-HR	1479	$11.1M	2018-11-13	SEC ↗
Q2 2018	13F-HR	251	$9.5M	2018-08-13	SEC ↗
Q1 2018	13F-HR	1936	$12.1M	2018-05-15	SEC ↗
Q4 2017	13F-HR	322	$11.3M	2018-02-09	SEC ↗
Q3 2017	13F-HR	368	$13.0M	2017-10-19	SEC ↗
Q2 2017	13F-HR	343	$11.8M	2017-07-27	SEC ↗
Q1 2017	13F-HR	334	$10.9M	2017-04-12	SEC ↗
Q4 2016	13F-HR	320	$10.8M	2017-02-09	SEC ↗