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
RIO
Rio Tinto PLC

Basic Materials
7.13K
+ 9.1%
$52.32 - $62.75 $373K - $448K
85.5K $4.99M
SR
Spire Inc

Utilities
3.83K
New
$71.03 - $79.07 $272K - $303K
3.83K $279K
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.87K
New
$32.56 - $57.11 $159K - $278K
4.87K $278K
NICE
Nice Ltd.

Technology
1.65K
New
$141.3 - $178.32 $233K - $294K
1.65K $278K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.67K
New
$36.36 - $41.4 $243K - $276K
6.67K $276K
PODD
Insulet Corp

Healthcare
880
New
$238.57 - $327.47 $210K - $288K
880 $276K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
414
+ 0.57%
$27.26 - $34.48 $11.3K - $14.3K
73.1K $2.52M
CACI
Caci International Inc

Technology
642
New
N/A
642 $274K
FDM
First Trust Dow Jones Select M

ETFs
3.84K
New
$55.48 - $71.63 $213K - $275K
3.84K $274K
AL
Air Lease Corp

Industrials
752
+ 3.34%
$40.46 - $58.71 $30.4K - $44.1K
23.3K $1.36M
GTO
Invesco Actively Managed ETF T

ETFs
5.88K
+ 6.46%
$45.73 - $47.2 $269K - $278K
96.9K $4.54M
VVV
Valvoline Inc

Energy
5.77K
+ 33.04%
$31.48 - $38.2 $182K - $220K
23.2K $879K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.24K
+ 4.33%
$37.18 - $42.55 $121K - $138K
78.1K $3.32M
ESQ
Esquire Financial Holdings, Inc.

Financial Services
2.86K
New
$71.62 - $94.66 $205K - $271K
2.86K $271K
UPST
Upstart Holdings, Inc.

Financial Services
4.17K
New
$34.8 - $64.85 $145K - $270K
4.17K $269K
VONV
Vanguard Russell 1000 Value Et

ETFs
2.39K
+ 9.81%
$73.19 - $85.21 $175K - $203K
26.7K $2.28M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.21K
+ 56.22%
$87.64 - $143.29 $106K - $174K
3.37K $482K
TER
Teradyne, Inc

Technology
2.15K
+ 21.72%
$67.96 - $91.05 $146K - $195K
12K $1.08M
APG
A Pi Group Corp

Industrials
5.2K
New
$32.2 - $51.23 $167K - $266K
5.2K $265K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
42.2K
+ 29.26%
$11.11 - $14.46 $468K - $610K
186K $2.33M
MOS
Mosaic CO

Basic Materials
7.21K
New
$22.76 - $36.95 $164K - $267K
7.21K $263K
TTE
Total Energies Se

Energy
3.83K
+ 5.83%
N/A
69.5K $4.77M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
5.2K
New
$49.54 - $50.53 $258K - $263K
5.2K $262K
OMFL
Invesco Exchange Traded Self I

ETFs
1.44K
+ 3.59%
$48.43 - $57.78 $69.5K - $82.9K
41.4K $2.39M
ENVX
Enovix Corp

Industrials
5.49K
+ 8.04%
$5.46 - $10.53 $30K - $57.8K
73.8K $762K
F
Ford Motor CO

Consumer Cyclical
2.79K
+ 0.99%
$8.69 - $10.85 $24.3K - $30.3K
285K $3.09M
IFGL
Ishares International Develope

ETFs
11.5K
New
$18.5 - $22.72 $213K - $261K
11.5K $261K
THO
Thor Industries Inc

Consumer Cyclical
2.94K
New
$64.83 - $89.72 $191K - $264K
2.94K $261K
VERX
Vertex, Inc.

Technology
7.2K
+ 36.76%
$33.45 - $41.87 $241K - $301K
26.8K $946K
HOMB
Home Bancshares Inc

Financial Services
8.51K
+ 9.43%
$25.05 - $29.62 $213K - $252K
98.7K $2.81M
WAL
Western Alliance Bancorporation

Financial Services
3.32K
New
$61.0 - $79.94 $203K - $266K
3.32K $259K
ITRI
Itron, Inc.

Technology
1.96K
New
$92.04 - $132.78 $181K - $261K
1.96K $258K
RMD
Resmed Inc

Healthcare
797
+ 52.4%
$204.54 - $258.0 $163K - $206K
2.32K $598K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.97K
+ 22.18%
$31.67 - $42.89 $94.2K - $128K
16.4K $702K
JHX
James Hardie Industries PLC

Basic Materials
9.58K
New
$20.27 - $27.59 $194K - $264K
9.58K $257K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
326
+ 2.35%
$103.49 - $133.44 $33.7K - $43.5K
14.2K $1.87M
RJF
Raymond James Financial Inc

Financial Services
6
+ 0.03%
$123.65 - $153.88 $742 - $923
17.6K $2.7M
WINA
Winmark Corp

Consumer Cyclical
678
New
$318.43 - $450.34 $216K - $305K
678 $256K
AI
C3.Ai, Inc.

Technology
10.4K
New
$18.24 - $27.8 $190K - $289K
10.4K $255K
D
Dominion Energy, Inc

Utilities
3.98K
+ 5.92%
$49.66 - $58.0 $197K - $231K
71.1K $4.02M
PICK
Ishares Inc Msci Global Select

ETFs
6.18K
+ 47.23%
$30.23 - $38.24 $187K - $236K
19.3K $724K
ATI
Allegheny Technologies Inc

Industrials
2.94K
New
$41.97 - $86.8 $124K - $256K
2.94K $254K
KRG
Kite Realty Group Trust

Real Estate
11.2K
New
$19.53 - $23.3 $219K - $262K
11.2K $254K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.34K
+ 4.58%
$44.8 - $53.97 $105K - $126K
53.4K $2.88M
LDOS
Leidos Holdings, Inc.

Technology
728
+ 12.14%
$132.9 - $160.3 $96.8K - $117K
6.73K $1.06M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
10.6K
New
$23.36 - $24.11 $247K - $255K
10.6K $252K
UAL
United Airlines Holdings, Inc.

Industrials
1.74K
+ 16.24%
$56.15 - $84.23 $97.4K - $146K
12.4K $988K
SKOR
Flexshares Tr Credit Scored Us

ETFs
5.13K
New
$47.3 - $48.78 $242K - $250K
5.13K $250K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.66K
+ 88.51%
$100.44 - $129.37 $267K - $344K
5.66K $583K
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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