Avantax Planning Partners, Inc.

Position in JCI — Johnson Controls International plc

CIK 1005441 DUBUQUE, IA

Position in JCI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$202,654

+$2,039 QoQ

Shares Held

1,387

-9.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,270

of 1,590 holders

Holding Since

Jun 2021

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,972,874 across 3 Building Products & Equipment names. JCI ranks #3 (10.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TT	Trane Technologies plc	2,679	$1,315,817
2	CARR	CARRIER GLOBAL Corp	6,195	$454,403
3	JCI	Johnson Controls International plc This page	1,387	$202,654

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$202,654	1,387	-9.5%	Shares	Sole	2026-07-28
2026-03-31	$200,615	1,532	-58.3%	Shares	Sole	2026-05-04
2023-06-30	$250,073	3,670	-0.3%	Shares	Sole	2023-07-18
2023-03-31	$221,669	3,681	+0.3%	Shares	Sole	2023-04-21
2022-12-31	$234,880	3,670	+2.2%	Shares	Sole	2023-02-10
2022-03-31	$235,396	3,590	0.0%	Shares	Sole	2022-05-09
2021-12-31	$291,902	3,590	0.0%	Shares	Sole	2022-01-28
2021-09-30	$244,407	3,590	-28.1%	Shares	Sole	2021-10-27
2021-06-30	$342,463	4,990	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.