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
CHTR
Charter Communications, Inc.

Communication Services
686
+ 49.57%
$321.68 - $427.25 $221K - $293K
2.07K $846K
DASH
Door Dash, Inc.

Communication Services
346
+ 8.83%
$163.16 - $246.51 $56.5K - $85.3K
4.26K $1.05M
KEY
Keycorp

Financial Services
14.2K
+ 23.4%
$13.23 - $17.42 $188K - $248K
75K $1.31M
VMC
Vulcan Materials CO

Basic Materials
601
+ 9.28%
$226.49 - $276.01 $136K - $166K
7.08K $1.85M
UL
Unilever PLC

Consumer Defensive
3.74K
+ 5.74%
$57.9 - $65.43 $216K - $244K
68.8K $4.21M
SPXC
Spx Corp

Industrials
593
+ 9.88%
$120.66 - $167.68 $71.6K - $99.4K
6.59K $1.11M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
10.1K
+ 13.62%
$13.24 - $18.0 $133K - $181K
84K $1.42M
ECL
Ecolab Inc.

Basic Materials
754
+ 9.57%
$225.65 - $270.95 $170K - $204K
8.63K $2.33M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
8.54K
+ 17.63%
$35.4 - $41.9 $302K - $358K
57K $2.32M
FORM
Formfactor Inc

Technology
4.11K
+ 13.73%
$23.18 - $35.26 $95.3K - $145K
34.1K $1.17M
MRK
Merck & Co., Inc.

Healthcare
34.9K
+ 15.16%
$73.47 - $87.12 $2.56M - $3.04M
265K $21M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.4K
New
$89.58 - $95.01 $304K - $323K
3.4K $322K
ANSS
Ansys Inc

Technology
567
+ 16.2%
$284.19 - $351.22 $161K - $199K
4.07K $1.43M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.11K
+ 35.88%
$160.22 - $209.35 $178K - $233K
4.22K $882K
MTCH
Match Group, Inc.

Communication Services
10.4K
New
$27.03 - $31.93 $280K - $331K
10.4K $319K
ITM
Vaneck Intermediate Muni ETF

ETFs
7.03K
+ 50.96%
$44.27 - $45.82 $311K - $322K
20.8K $946K
EFAS
Global X Fds Msci Superdividen

ETFs
17.3K
New
$14.26 - $18.2 $247K - $315K
17.3K $315K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2.77K
+ 4.77%
$65.1 - $75.98 $181K - $211K
61K $4.63M
TM
Toyota Motor Corp

Consumer Cyclical
2.34K
+ 11.33%
$158.63 - $195.39 $372K - $458K
23K $3.97M
IBHG
Ishares Tr Ibonds 2027 Term Hi
13.1K
+ 14.37%
$21.56 - $22.54 $282K - $295K
104K $2.35M
BIIB
Biogen Inc.

Healthcare
2.5K
New
$113.38 - $135.49 $283K - $338K
2.5K $313K
CVLT
Commvault Systems Inc

Technology
1.67K
+ 128.09%
$139.35 - $190.99 $233K - $319K
2.97K $518K
PRU
Prudential Financial Inc

Financial Services
3.81K
+ 16.98%
$95.12 - $112.71 $362K - $429K
26.2K $2.82M
CMI
Cummins Inc

Industrials
580
+ 6.66%
$267.12 - $336.65 $155K - $195K
9.29K $3.04M
PSCT
Invesco S&P Smallcap Informati

ETFs
3.28K
+ 12.71%
$34.03 - $46.24 $111K - $151K
29K $1.34M
PEGA
Pegasystems Inc

Technology
6.93K
+ 160.84%
$49.95 - $103.29 $346K - $716K
11.2K $608K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12.5K
New
$17.61 - $24.82 $219K - $309K
12.5K $309K
NUDM
Nuveen Esg International Devel

ETFs
8.59K
New
$28.66 - $35.49 $246K - $305K
8.59K $305K
ZBRA
Zebra Technologies Corp

Technology
801
+ 35.63%
$213.54 - $309.26 $171K - $248K
3.05K $940K
CVNA
Carvana Co.

Consumer Cyclical
267
+ 15.9%
$162.57 - $345.64 $43.4K - $92.3K
1.95K $655K
XLV
Select Sector Spdr Fund Health

ETFs
9.04K
+ 11.08%
$128.77 - $144.3 $1.16M - $1.3M
90.6K $12.2M
VFMV
Vanguard Wellington Fd

ETFs
2.21K
+ 16.57%
$114.53 - $128.23 $254K - $284K
15.6K $2M
SLM
Slm Corp

Financial Services
9.21K
New
$24.84 - $34.36 $229K - $317K
9.21K $302K
HUBB
Hubbell Inc

Industrials
231
+ 8.72%
$315.94 - $408.41 $73K - $94.3K
2.88K $1.18M
WEC
Wec Energy Group, Inc.

Utilities
5.36K
+ 9.82%
$102.24 - $109.76 $548K - $589K
59.9K $6.25M
SOUN
Soundhound Ai, Inc.

Technology
13.2K
+ 22.22%
$7.18 - $11.76 $94.7K - $155K
72.5K $778K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.51K
+ 16.37%
$43.28 - $50.37 $238K - $277K
39.1K $1.96M
SAH
Sonic Automotive Inc

Consumer Cyclical
3.67K
New
$56.16 - $81.86 $206K - $300K
3.67K $293K
PTC
Ptc Inc.

Technology
1.69K
New
$136.74 - $173.24 $232K - $293K
1.69K $291K
FSS
Federal Signal Corp

Industrials
2.73K
New
$69.23 - $106.42 $189K - $291K
2.73K $290K
STM
St Microelectronics N.V.

Technology
9.55K
New
$17.78 - $30.41 $170K - $291K
9.55K $290K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
11.3K
+ 6.51%
N/A
185K $4.73M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
2.14K
+ 4.64%
$68.45 - $79.52 $146K - $170K
48.2K $3.83M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.28K
New
$101.91 - $134.83 $233K - $308K
2.28K $287K
RACE
Ferrari N.V.

Consumer Cyclical
17
+ 0.39%
$397.86 - $499.02 $6.76K - $8.48K
4.42K $2.17M
WTFC
Wintrust Financial Corp

Financial Services
1.65K
+ 24.31%
$95.17 - $124.21 $157K - $204K
8.42K $1.04M
GTLB
Gitlab Inc.

Technology
6.21K
New
$40.52 - $53.43 $251K - $332K
6.21K $279K
NTRA
Natera, Inc.

Healthcare
812
+ 15.74%
$132.23 - $171.87 $107K - $140K
5.97K $1.01M
OMC
Omnicom Group Inc.

Communication Services
6.82K
+ 35.49%
$69.22 - $79.77 $472K - $544K
26K $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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