Avantax Advisory Services, Inc. Purchases in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HBAN
Huntington Bancshares Inc

Financial Services
19.9K
+ 59.2%
$12.49 - $16.76 $249K - $334K
53.6K $899K
DAR
Darling Ingredients Inc.

Consumer Defensive
3.33K
+ 8.43%
$27.63 - $38.64 $92K - $129K
42.8K $1.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.63K
+ 3.24%
$116.93 - $119.39 $308K - $314K
83.9K $9.99M
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.1K
+ 6.94%
$37.08 - $42.26 $412K - $470K
171K $7.09M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.8K
+ 96.12%
$67.03 - $80.35 $322K - $386K
9.8K $781K
HYG
Ishares Tr

ETFs
3.37K
+ 5.16%
$75.75 - $80.65 $255K - $271K
68.6K $5.53M
FRT
Federal Realty Investment Trust

Real Estate
4.72K
+ 21.04%
$83.56 - $99.08 $394K - $467K
27.1K $2.58M
VTWG
Vanguard Russell 2000 Growth E

ETFs
174
+ 1.12%
$163.6 - $208.47 $28.5K - $36.3K
15.8K $3.29M
TD
Toronto Dominion Bank

Financial Services
3.62K
+ 43.04%
$55.71 - $73.45 $202K - $266K
12K $884K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
8.94K
+ 17.27%
$43.63 - $45.4 $390K - $406K
60.7K $2.71M
LPLA
Lpl Financial Holdings Inc.

Financial Services
708
+ 30.26%
$283.31 - $388.96 $201K - $275K
3.05K $1.14M
PKI
Perkinelmer Inc

Healthcare
3.12K
New
N/A
3.12K $377K
SWKS
Skyworks Solutions, Inc.

Technology
3.95K
+ 47.36%
$49.2 - $74.95 $194K - $296K
12.3K $915K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.28K
+ 45.51%
$48.22 - $60.41 $254K - $319K
16.9K $1.01M
PSA
Public Storage

Real Estate
1.51K
+ 13.36%
$266.31 - $309.77 $401K - $467K
12.8K $3.75M
EPI
Wisdomtree Tr India Earnings F

ETFs
7.94K
New
$41.3 - $47.52 $328K - $377K
7.94K $376K
EQH
Equitable Holdings, Inc.

Financial Services
5.03K
+ 21.72%
$43.98 - $56.1 $221K - $282K
28.2K $1.58M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.38K
New
$66.89 - $111.18 $226K - $375K
3.38K $375K
XYL
Xylem Inc.

Industrials
2.66K
+ 87.37%
$102.86 - $129.5 $274K - $345K
5.71K $739K
OZK
Bank Ozk

Financial Services
7.88K
New
$37.58 - $47.34 $296K - $373K
7.88K $370K
BSCU
Invesco Exc Self Ind Tr

ETFs
21.4K
+ 37.01%
$16.31 - $16.78 $348K - $358K
79.1K $1.33M
RGEN
Repligen Corp

Healthcare
2.95K
New
$108.89 - $145.23 $321K - $428K
2.95K $366K
TOST
Toast, Inc.

Technology
5.78K
+ 58.88%
$30.03 - $45.23 $174K - $262K
15.6K $691K
JPIE
J P Morgan Exchange Traded Fd
7.7K
+ 32.68%
$45.12 - $46.32 $347K - $357K
31.3K $1.45M
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.77K
+ 56.56%
$42.75 - $48.79 $332K - $379K
21.5K $1.02M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.39K
+ 4.05%
$141.87 - $164.49 $197K - $228K
35.6K $5.86M
LAMR
Lamar Advertising CO

Real Estate
1.31K
+ 4.89%
$102.35 - $121.67 $134K - $160K
28.1K $3.41M
FLMI
Franklin Dynamic Municipal Bon

ETFs
14.9K
New
$23.57 - $24.6 $352K - $367K
14.9K $361K
FNDF
Schwab Fundamental Intl Large

ETFs
3.08K
+ 5.04%
$32.25 - $40.02 $99.3K - $123K
64.2K $2.57M
CM
Canadian Imperial Bank Of Commerce

Financial Services
867
+ 4.22%
$54.6 - $70.83 $47.3K - $61.4K
21.4K $1.52M
CGCP
Capital Group Core Plus Income

ETFs
15.4K
+ 6.01%
$21.92 - $22.56 $338K - $347K
271K $6.11M
NSC
Norfolk Southern Corp

Industrials
160
+ 0.96%
$206.34 - $257.46 $33K - $41.2K
16.8K $4.29M
DFAI
Dimensional ETF Tr

ETFs
6.55K
+ 16.86%
$28.02 - $34.71 $184K - $227K
45.4K $1.57M
CIEN
Ciena Corp

Technology
4.35K
New
$53.5 - $83.89 $233K - $365K
4.35K $354K
SBAC
Sba Communications Corp

Real Estate
928
+ 10.09%
$208.57 - $243.4 $194K - $226K
10.1K $2.38M
W
Wayfair Inc.

Consumer Cyclical
6.84K
New
$24.14 - $51.22 $165K - $351K
6.84K $350K
ING
Ing Groep Nv

Financial Services
6.51K
+ 7.17%
$16.62 - $21.98 $108K - $143K
97.3K $2.13M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
15.9K
New
$21.27 - $26.73 $338K - $425K
15.9K $348K
HYGI
Ishare U S ETF Tr Infltn Hdgd
12.7K
New
$25.74 - $27.39 $326K - $347K
12.7K $347K
PINS
Pinterest, Inc.

Communication Services
7.5K
+ 46.4%
$24.21 - $35.95 $182K - $270K
23.7K $848K
THC
Tenet Healthcare Corp

Healthcare
567
+ 9.56%
$110.41 - $176.0 $62.6K - $99.8K
6.5K $1.14M
GIL
Gildan Activewear Inc.

Consumer Cyclical
683
+ 1.1%
$37.68 - $50.22 $25.7K - $34.3K
62.7K $3.09M
HXL
Hexcel Corp

Industrials
5.11K
+ 16.46%
$47.49 - $57.32 $243K - $293K
36.2K $2.04M
GM
General Motors CO

Consumer Cyclical
3.8K
+ 5.34%
$42.48 - $50.46 $161K - $192K
74.9K $3.69M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.72K
+ 19.39%
$49.18 - $50.17 $330K - $337K
41.3K $2.07M
CG
Carlyle Group Inc.

Financial Services
6.63K
New
$34.78 - $51.4 $230K - $341K
6.63K $340K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.44K
New
$67.22 - $100.51 $231K - $345K
3.44K $340K
PSIX
Power Solutions International, Inc.

Industrials
5.25K
New
$18.7 - $68.01 $98.2K - $357K
5.25K $339K
RF
Regions Financial Corp

Financial Services
8.98K
+ 12.74%
$18.34 - $23.52 $165K - $211K
79.5K $1.87M
Activity Summary
Buys All Purchases 1498 New Holdings 228 Increased Positions 1270 Sells All Sells 820 Reductions 820 Sold out 0 Options Calls 0 Puts 0
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