Avantax Planning Partners, Inc.
Position in SPCE — Virgin Galactic Holdings, Inc
CIK 1005441
DUBUQUE, IA
Position in SPCE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,507,705
New position
Shares Held
867,718
first reported quarter
Ownership
0.572%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#13
of 191 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $20,002,960 across 12 Aerospace & Defense names. SPCE ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LMT |
Lockheed Martin Corp
|
16,786 | $8,551,795 | |
| 2 | SPCE |
Virgin Galactic Holdings, Inc
This page
|
867,718 | $2,507,705 | |
| 3 | GE |
General Electric Co
|
6,498 | $2,428,497 | |
| 4 | RTX |
RTX Corp
|
9,364 | $1,776,631 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
3,182 | $855,512 | |
| 6 | BA |
Boeing Co
|
3,923 | $849,211 | |
| 7 | GD |
General Dynamics Corp
|
2,180 | $772,243 | |
| 8 | SPCX |
Space Exploration Technologies Corp
|
3,490 | $596,301 |
All Filings in SPCE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,507,705 | 867,718 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||