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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
4.3K
+ 73.3%
$68.07 - $78.99 $293K - $340K
10.2K $692K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.91K
+ 48.65%
$96.85 - $111.39 $282K - $324K
8.88K $876K
AXSM
Axsome Therapeutics, Inc.

Healthcare
2.11K
New
$80.05 - $137.75 $169K - $290K
2.11K $245K
HES
Hess Corp

Energy
872
+ 21.96%
$135.42 - $160.52 $118K - $140K
4.84K $773K
CWCO
Consolidated Water Co. Ltd.

Utilities
9.98K
New
$23.77 - $29.18 $237K - $291K
9.98K $244K
DAR
Darling Ingredients Inc.

Consumer Defensive
10.1K
+ 34.47%
$28.51 - $41.85 $289K - $424K
39.5K $1.23M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
18.7K
New
$12.94 - $14.29 $241K - $267K
18.7K $244K
IYR
Ishares Tr

ETFs
1.98K
+ 9.72%
$89.49 - $98.98 $177K - $196K
22.3K $2.14M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
4.91K
+ 66.97%
$48.29 - $51.95 $237K - $255K
12.2K $606K
SBAC
Sba Communications Corp

Real Estate
454
+ 5.19%
$192.76 - $224.91 $87.5K - $102K
9.2K $2.02M
NRG
Nrg Energy, Inc.

Utilities
2.27K
+ 47.73%
$84.82 - $113.33 $192K - $257K
7.02K $669K
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.5K
+ 21.97%
$23.16 - $27.04 $451K - $526K
108K $2.53M
X
United States Steel Corp

Basic Materials
2.69K
+ 17.61%
$30.47 - $43.0 $81.8K - $115K
17.9K $757K
CWT
California Water Service Group

Utilities
4.91K
New
$41.88 - $48.46 $206K - $238K
4.91K $238K
HEEM
Ishares Currency Hedged Msci E

ETFs
4.74K
+ 4.73%
$26.44 - $29.01 $125K - $137K
105K $2.94M
OKTA
Okta, Inc.

Technology
1.12K
+ 24.71%
$78.83 - $116.72 $88.6K - $131K
5.67K $596K
FGRO
Fidelity Covington Tr

ETFs
10.6K
+ 5.47%
N/A
204K $4.57M
EWY
Ishares Inc Msci South Korea E

ETFs
3.17K
+ 15.26%
$51.16 - $58.46 $162K - $185K
23.9K $1.29M
FNDF
Schwab Fundamental Intl Large

ETFs
1.75K
+ 2.95%
$32.9 - $37.45 $57.6K - $65.6K
61.1K $2.21M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.41K
+ 42.03%
$108.02 - $120.45 $261K - $291K
8.16K $897K
PHDG
Invesco Actively Mngd ETF Tr S

ETFs
6.48K
New
$36.16 - $38.77 $234K - $251K
6.48K $236K
BKR
Baker Hughes CO

Energy
3.82K
+ 17.04%
$41.16 - $48.85 $157K - $186K
26.2K $1.15M
WY
Weyerhaeuser CO

Real Estate
6.63K
+ 18.67%
$27.29 - $31.39 $181K - $208K
42.2K $1.23M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
12.5K
+ 48.85%
$18.54 - $18.88 $231K - $235K
38K $710K
EAT
Brinker International, Inc

Consumer Cyclical
1.56K
New
$133.46 - $189.14 $209K - $296K
1.56K $232K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
779
+ 6.5%
$74.5 - $92.3 $58K - $71.9K
12.8K $1.16M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.35K
+ 4.39%
$49.67 - $51.43 $167K - $172K
79.7K $4.07M
ERH
Allspring Utilities & High Income Fund

Financial Services
21K
New
$10.65 - $11.42 $224K - $240K
21K $231K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.39K
+ 16.36%
$46.18 - $47.84 $203K - $210K
31.2K $1.49M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.21K
+ 38.47%
$74.75 - $89.13 $165K - $197K
7.94K $663K
QINT
American Centy ETF Tr Quality

ETFs
2.2K
+ 7.67%
$47.52 - $53.84 $105K - $119K
31K $1.6M
HESM
Hess Midstream LP

Energy
5.41K
New
$37.59 - $43.88 $203K - $237K
5.41K $228K
DVA
Davita Inc.

Healthcare
1.48K
New
$140.0 - $177.35 $208K - $263K
1.48K $227K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
2.08K
New
$109.48 - $136.56 $227K - $283K
2.08K $227K
OWL
Blue Owl Capital Inc.

Financial Services
11.3K
New
$18.49 - $26.68 $209K - $301K
11.3K $226K
BRBR
Bellring Brands, Inc.

Consumer Defensive
3.03K
New
$65.4 - $79.39 $198K - $241K
3.03K $225K
ESE
Esco Technologies Inc

Technology
84
+ 1.03%
$128.92 - $169.65 $10.8K - $14.3K
8.22K $1.31M
PDD
Pinduoduo Inc.

Consumer Cyclical
1.91K
New
$94.68 - $131.34 $180K - $250K
1.91K $225K
STNE
Stone Co Ltd.

Technology
3.85K
+ 5.22%
$7.85 - $11.45 $30.2K - $44.1K
77.6K $812K
ZLAB
Zai Lab LTD

Healthcare
6.23K
New
$24.29 - $38.35 $151K - $239K
6.23K $225K
TW
Tradeweb Markets Inc.

Financial Services
1.51K
New
$123.42 - $148.46 $186K - $224K
1.51K $224K
MUR
Murphy Oil Corp

Energy
7.86K
New
$24.02 - $33.9 $189K - $267K
7.86K $223K
XLC
Select Sector Spdr Tr Communic

ETFs
2.38K
+ 12.69%
$94.84 - $105.31 $226K - $251K
21.2K $2.04M
TTWO
Take Two Interactive Software Inc

Communication Services
750
+ 25.46%
$178.61 - $217.95 $134K - $163K
3.7K $765K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
21K
+ 39.74%
$14.03 - $17.33 $295K - $364K
74K $1.09M
AVTR
Avantor, Inc.

Basic Materials
13.7K
New
$15.5 - $22.57 $212K - $308K
13.7K $221K
SAN
Banco Santander, S.A.

Financial Services
8.67K
+ 11.4%
$4.46 - $7.14 $38.7K - $61.9K
84.7K $567K
HELE
Helen Of Troy LTD

Consumer Defensive
5.72K
+ 42.58%
$50.39 - $66.75 $288K - $382K
19.1K $1.02M
ZTS
Zoetis Inc.

Healthcare
1.08K
+ 4.19%
$156.48 - $175.67 $168K - $189K
26.8K $4.41M
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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