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
MKL
Markel Corp

Financial Services
105
+ 35.12%
$1678.5 - $1997.36 $176K - $210K
404 $806K
TBK
Triumph Bancorp, Inc.

Financial Services
3.84K
+ 30.2%
N/A
16.6K $1.06M
RELX
Relx PLC

Communication Services
2.05K
+ 5.99%
$45.31 - $55.66 $93K - $114K
36.3K $1.97M
OSTK
Overstock.Com, Inc

Consumer Cyclical
9.59K
+ 51.4%
N/A
28.2K $721K
ST
Sensata Technologies Holding PLC

Technology
4.23K
+ 20.97%
$17.69 - $30.11 $74.8K - $127K
24.4K $734K
MYRG
Myr Group Inc.

Industrials
1.35K
New
$101.85 - $182.61 $137K - $246K
1.35K $244K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.66K
+ 3.39%
$19.1 - $23.83 $50.9K - $63.5K
81.2K $1.94M
WIX
Wix.Com Ltd.

Technology
1.54K
New
$146.5 - $189.61 $226K - $292K
1.54K $244K
CHWY
Chewy, Inc.

Consumer Cyclical
5.69K
New
$31.21 - $48.21 $178K - $274K
5.69K $242K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
4.95K
New
$39.44 - $49.12 $195K - $243K
4.95K $240K
REZ
Ishares Tr Residential And Mul

ETFs
3.21K
+ 52.61%
$76.14 - $86.35 $244K - $277K
9.31K $766K
PPC
Pilgrims Pride Corp

Consumer Defensive
5.32K
New
$44.55 - $56.26 $237K - $299K
5.32K $239K
UGI
Ugi Corp

Utilities
5.82K
+ 74.11%
$30.18 - $36.59 $176K - $213K
13.7K $498K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.8K
+ 29.55%
$47.09 - $48.01 $226K - $230K
21K $1.01M
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.84K
New
$52.26 - $62.14 $201K - $239K
3.84K $238K
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 28.25%
$98.58 - $123.6 $144K - $180K
6.62K $818K
FYX
First Tr Small Cap Core Alphad

ETFs
2.43K
New
$79.22 - $97.28 $192K - $236K
2.43K $236K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
7.25K
New
$24.46 - $33.16 $177K - $240K
7.25K $236K
IESC
Ies Holdings, Inc.

Industrials
798
New
$160.58 - $296.23 $128K - $236K
798 $236K
EW
Edwards Lifesciences Corp

Healthcare
2.22K
+ 20.74%
$67.07 - $78.22 $149K - $174K
12.9K $1.01M
WAT
Waters Corp

Healthcare
745
+ 56.65%
$307.71 - $366.67 $229K - $273K
2.06K $719K
IT
Gartner Inc

Technology
618
+ 62.17%
$377.5 - $449.52 $233K - $278K
1.61K $651K
ENSG
Ensign Group, Inc

Healthcare
277
+ 3.61%
$119.93 - $156.36 $33.2K - $43.3K
7.95K $1.23M
NNN
National Retail Properties, Inc.

Real Estate
5.4K
New
$37.56 - $43.42 $203K - $234K
5.4K $233K
OTIS
Otis Worldwide Corp

Industrials
3.16K
+ 16.65%
$90.88 - $104.3 $287K - $329K
22.1K $2.19M
VRSK
Verisk Analytics, Inc.

Industrials
404
+ 5.23%
$277.03 - $321.33 $112K - $130K
8.13K $2.53M
XEL
Xcel Energy Inc

Utilities
5.07K
+ 12.04%
$65.65 - $72.39 $333K - $367K
47.2K $3.21M
EC
Ecopetrol S.A.

Energy
27.7K
+ 273.22%
$7.88 - $10.63 $218K - $295K
37.9K $335K
EA
Electronic Arts Inc.

Communication Services
1.13K
+ 35.52%
$132.53 - $159.7 $149K - $180K
4.3K $686K
KD
Kyndryl Holdings, Inc.

Technology
2.93K
+ 29.24%
$27.77 - $41.96 $81.2K - $123K
12.9K $542K
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.12K
+ 23.23%
$33.22 - $37.29 $170K - $191K
27.1K $1.01M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.2K
New
$22.18 - $23.36 $225K - $237K
10.2K $227K
PCOR
Procore Technologies, Inc.

Technology
3.32K
New
$56.26 - $72.4 $187K - $241K
3.32K $227K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.38K
New
$48.48 - $67.3 $164K - $228K
3.38K $227K
SITM
Sitime Corp

Technology
1.07K
New
$116.79 - $241.6 $124K - $257K
1.07K $226K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.42K
+ 8.01%
$54.27 - $63.01 $131K - $153K
32.6K $2.04M
NTES
Net Ease, Inc.

Communication Services
1.2K
+ 59.46%
$91.37 - $134.58 $109K - $161K
3.21K $432K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.62K
+ 7.04%
$50.34 - $51.86 $232K - $239K
70.1K $3.6M
EQT
Eqt Corp

Energy
2.98K
+ 28.69%
$46.11 - $60.44 $137K - $180K
13.4K $779K
PSLV
Sprott Physical Silver Trust

Financial Services
16.8K
+ 57.1%
$9.98 - $12.51 $168K - $210K
46.2K $565K
SCHA
Schwab Strategic Tr Us Small C

ETFs
811
+ 0.75%
$20.42 - $25.3 $16.6K - $20.5K
109K $2.75M
BEN
Franklin Resources Inc

Financial Services
9.35K
New
$16.66 - $23.85 $156K - $223K
9.35K $222K
WWD
Woodward, Inc.

Industrials
94
+ 2.95%
$157.29 - $247.55 $14.8K - $23.3K
3.28K $804K
BAR
Granite Shares Gold Trust

ETFs
6.78K
New
$29.34 - $33.87 $199K - $230K
6.78K $221K
PATK
Patrick Industries Inc

Consumer Cyclical
1.54K
+ 14.88%
$74.33 - $93.03 $114K - $143K
11.9K $1.1M
PFGC
Performance Food Group CO

Consumer Defensive
1.87K
+ 28.59%
$71.62 - $89.56 $134K - $167K
8.41K $735K
SF
Stifel Financial Corp

Financial Services
1.18K
+ 11.41%
$76.49 - $103.78 $90.1K - $122K
11.5K $1.19M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.62K
+ 5.11%
$70.7 - $82.14 $115K - $133K
33.3K $2.74M
APA
Apa Corp

Energy
12.1K
New
$14.03 - $21.24 $169K - $256K
12.1K $220K
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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