Avantax Advisory Services, Inc. Purchases in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GBF
Ishares Tr

ETFs
2.74K
+ 68.61%
$101.08 - $104.63 $277K - $286K
6.73K $700K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.37K
+ 2.72%
$408.78 - $448.82 $562K - $617K
51.8K $21.8M
CELH
Celsius Holdings, Inc.

Consumer Defensive
6.07K
+ 74.44%
$21.28 - $35.62 $129K - $216K
14.2K $506K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
4.41K
+ 6.35%
$29.06 - $32.62 $128K - $144K
73.9K $2.32M
TSCO
Tractor Supply CO

Consumer Cyclical
3.79K
+ 9.44%
$51.66 - $57.94 $196K - $220K
44K $2.42M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.83K
New
$101.13 - $119.79 $286K - $339K
2.83K $291K
PML
Pimco Municipal Income Fund Ii

Financial Services
35.5K
+ 16.3%
$8.04 - $8.62 $285K - $306K
253K $2.05M
NSA
National Storage Affiliates Trust

Real Estate
7.29K
New
$35.92 - $39.59 $262K - $289K
7.29K $287K
BR
Broadridge Financial Solutions, Inc.

Technology
416
+ 3.71%
$221.46 - $244.83 $92.1K - $102K
11.6K $2.82M
TDG
Trans Digm Group Inc

Industrials
135
+ 15.98%
$1251.32 - $1394.11 $169K - $188K
980 $1.36M
HYHG
Proshares High Yield Interest

ETFs
4.56K
+ 89.34%
$64.04 - $66.96 $292K - $305K
9.66K $618K
TRMB
Trimble Inc.

Technology
4.31K
New
$65.52 - $77.49 $282K - $334K
4.31K $282K
BB
Blackberry LTD

Technology
74.7K
New
$3.68 - $6.07 $275K - $453K
74.7K $281K
ONON
On Holding Ag

Consumer Cyclical
6.42K
New
$43.92 - $63.62 $282K - $408K
6.42K $281K
LHX
L3 Harris Technologies, Inc.

Industrials
1.42K
+ 7.87%
$194.65 - $222.86 $276K - $316K
19.5K $4.07M
ROK
Rockwell Automation, Inc

Industrials
1.67K
+ 30.31%
$255.29 - $303.75 $426K - $506K
7.17K $1.85M
CSWI
Csw Industrials, Inc.

Industrials
1.13K
+ 137.05%
$283.77 - $396.86 $321K - $449K
1.96K $570K
VEEV
Veeva Systems Inc

Healthcare
424
+ 5.0%
$210.58 - $246.8 $89.3K - $105K
8.9K $2.06M
D
Dominion Energy, Inc

Utilities
2.4K
+ 3.71%
$52.85 - $57.43 $127K - $138K
67.2K $3.77M
ALGM
Allegro Microsystems, Inc.

Technology
11.1K
New
$21.77 - $28.31 $241K - $313K
11.1K $277K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
2.39K
+ 24.67%
$43.79 - $57.46 $105K - $137K
12.1K $690K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
5.21K
+ 43.45%
$58.11 - $65.29 $303K - $340K
17.2K $1.03M
JFR
Nuveen Floating Rate Income Fund

Financial Services
37.8K
+ 35.78%
$8.41 - $9.05 $318K - $342K
144K $1.22M
CION
Cion Investment Corp

Financial Services
26.1K
New
$10.35 - $12.55 $271K - $328K
26.1K $270K
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
6.88K
New
$38.92 - $41.1 $268K - $283K
6.88K $269K
ILDR
First Tr Exchange Traded Fd Vi
11.5K
New
$23.32 - $28.0 $269K - $323K
11.5K $268K
HSY
Hershey CO

Consumer Defensive
1.46K
+ 13.02%
$144.74 - $186.36 $211K - $271K
12.6K $2.16M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.55K
+ 86.57%
$40.34 - $45.45 $224K - $252K
12K $527K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
3.05K
New
$73.71 - $87.55 $225K - $267K
3.05K $265K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
11.1K
New
$23.71 - $24.2 $264K - $269K
11.1K $265K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.53K
+ 10.88%
$46.82 - $47.8 $259K - $264K
56.4K $2.65M
NDAQ
Nasdaq, Inc.

Financial Services
5.6K
+ 5.11%
$72.17 - $83.76 $404K - $469K
115K $8.73M
WTFC
Wintrust Financial Corp

Financial Services
2.79K
+ 70.02%
$107.76 - $136.92 $301K - $382K
6.77K $761K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
10.4K
+ 45.11%
$25.93 - $29.28 $270K - $304K
33.4K $908K
INDA
Ishares Msci India Index Fund

ETFs
5.86K
+ 17.71%
$47.8 - $53.4 $280K - $313K
38.9K $2M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
9.51K
+ 8.16%
$20.11 - $21.21 $191K - $202K
126K $2.67M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
12.1K
New
$20.83 - $21.52 $252K - $260K
12.1K $260K
UGI
Ugi Corp

Utilities
7.86K
New
$28.0 - $34.16 $220K - $268K
7.86K $259K
RIO
Rio Tinto PLC

Basic Materials
2.7K
+ 3.57%
$58.19 - $64.29 $157K - $173K
78.4K $4.71M
CNI
Canadian National Railway CO

Industrials
3.64K
+ 14.89%
$95.46 - $106.79 $348K - $389K
28.1K $2.74M
HSTM
Healthstream Inc

Healthcare
7.97K
New
$30.95 - $33.99 $247K - $271K
7.97K $256K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.4K
New
$21.77 - $22.56 $249K - $258K
11.4K $256K
ITB
Ishares Tr

ETFs
2.69K
New
$93.86 - $111.45 $252K - $300K
2.69K $255K
CRS
Carpenter Technology Corp

Industrials
989
+ 15.57%
$172.39 - $212.53 $170K - $210K
7.34K $1.33M
IGHG
Proshares Investment Grade Int

ETFs
3.24K
New
$76.51 - $78.81 $248K - $255K
3.24K $249K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
6.3K
New
$37.78 - $43.82 $238K - $276K
6.3K $248K
HDB
Hdfc Bank LTD

Financial Services
1.34K
+ 2.2%
$58.06 - $66.85 $77.9K - $89.7K
62.3K $4.14M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1.72K
New
$141.31 - $175.89 $243K - $302K
1.72K $247K
ALKS
Alkermes Plc.

Healthcare
7.46K
New
$28.08 - $36.0 $209K - $269K
7.46K $246K
Activity Summary
Buys All Purchases 1530 New Holdings 172 Increased Positions 1358 Sells All Sells 647 Reductions 647 Sold out 0 Options Calls 0 Puts 0
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