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
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.25K
+ 14.46%
$77.91 - $92.26 $409K - $485K
41.6K $3.3M
GDDY
Go Daddy Inc.

Technology
1.09K
+ 38.04%
$172.13 - $214.35 $187K - $233K
3.95K $711K
UHS
Universal Health Services Inc

Healthcare
595
+ 14.89%
$163.99 - $193.27 $97.6K - $115K
4.59K $862K
FNDX
Schwab Fundamental U S Large C

ETFs
6.18K
+ 31.91%
$23.03 - $25.01 $142K - $155K
25.6K $603K
LUV
Southwest Airlines CO

Industrials
4.35K
+ 18.29%
$28.18 - $34.84 $123K - $152K
28.2K $945K
RGLD
Royal Gold Inc

Basic Materials
25
+ 0.57%
$132.55 - $163.51 $3.31K - $4.09K
4.43K $723K
CASY
Caseys General Stores Inc

Consumer Cyclical
165
+ 8.91%
$378.71 - $442.54 $62.5K - $73K
2.02K $875K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
2.82K
+ 43.6%
$50.03 - $50.27 $141K - $142K
9.3K $466K
BAX
Baxter International Inc

Healthcare
1.79K
+ 11.38%
$29.26 - $36.57 $52.4K - $65.5K
17.5K $600K
HUBS
Hubspot Inc

Technology
365
+ 67.97%
$571.29 - $819.71 $209K - $299K
902 $515K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
1.88K
+ 20.46%
$86.24 - $97.98 $162K - $184K
11.1K $963K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1.44K
+ 5.0%
$58.32 - $65.09 $83.9K - $93.7K
30.2K $1.82M
QDPL
Pacer Fds Tr Metaurus Us Large
6.2K
+ 13.45%
$36.5 - $40.04 $226K - $248K
52.3K $1.91M
PSLV
Sprott Physical Silver Trust

Financial Services
8.6K
+ 41.27%
$9.86 - $11.68 $84.8K - $100K
29.4K $341K
CHTR
Charter Communications, Inc.

Communication Services
301
+ 27.79%
$334.89 - $384.77 $101K - $116K
1.38K $510K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
5.82K
+ 61.03%
$26.06 - $28.54 $152K - $166K
15.3K $401K
PMF
Pimco Municipal Income Fund

Financial Services
19.7K
+ 7.78%
$8.64 - $9.36 $171K - $185K
273K $2.42M
DXCM
Dexcom Inc

Healthcare
3.02K
+ 42.0%
$67.74 - $90.75 $204K - $274K
10.2K $696K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
99
+ 2.06%
$132.75 - $177.12 $13.1K - $17.5K
4.9K $747K
IQV
Iqvia Holdings Inc.

Healthcare
1.74K
+ 20.56%
$176.3 - $209.96 $307K - $366K
10.2K $1.8M
ALTL
Pacer Lunt Large Cap Altenator

Technology
5.59K
+ 22.97%
$33.5 - $39.69 $187K - $222K
29.9K $1.04M
ARMK
Aramark

Industrials
5.32K
+ 30.5%
$34.13 - $39.63 $181K - $211K
22.7K $785K
FLGV
Franklin Templeton ETF Trfrank

ETFs
6.1K
+ 28.83%
$19.92 - $20.57 $122K - $125K
27.3K $560K
NOVT
Novanta Inc

Technology
854
+ 11.52%
N/A
8.27K $1.3M
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
11.5K
New
$11.69 - $12.32 $134K - $142K
11.5K $135K
MINO
Pimco ETF Tr Municipal Income

ETFs
3.44K
+ 6.06%
$44.44 - $45.83 $153K - $158K
60.2K $2.69M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.41K
+ 14.89%
$119.38 - $161.42 $407K - $550K
26.3K $3.14M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
3.95K
+ 10.4%
$21.93 - $23.2 $86.6K - $91.6K
41.9K $961K
OLED
Universal Display Corp Pa

Technology
1.42K
+ 14.96%
$139.48 - $161.59 $197K - $229K
10.9K $1.52M
FEMS
First Trust Emerging Markets S

ETFs
3.78K
+ 27.0%
$36.09 - $39.16 $137K - $148K
17.8K $661K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
5.9K
+ 12.14%
$23.19 - $23.5 $137K - $139K
54.5K $1.26M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.18K
+ 3.07%
N/A
174K $4.44M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
816
+ 1.87%
$27.4 - $30.58 $22.4K - $25K
44.5K $1.35M
MET
Metlife Inc

Financial Services
2.45K
+ 6.05%
$77.7 - $87.0 $190K - $213K
42.9K $3.44M
ASPN
Aspen Aerogels Inc

Industrials
20.5K
New
$6.39 - $13.9 $131K - $285K
20.5K $131K
CNXC
Concentrix Corp

Technology
786
+ 11.14%
$42.45 - $65.04 $33.4K - $51.1K
7.84K $436K
APLD
Applied Blockchain, Inc.

Financial Services
23.3K
New
$5.62 - $10.65 $131K - $248K
23.3K $130K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.69K
+ 11.4%
$37.07 - $40.63 $99.7K - $109K
26.3K $1.03M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
693
+ 10.14%
$98.98 - $113.18 $68.6K - $78.4K
7.53K $851K
HLNE
Hamilton Lane Inc

Financial Services
834
+ 11.2%
$137.87 - $170.18 $115K - $142K
8.28K $1.23M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
6.25K
+ 12.33%
$19.96 - $20.4 $125K - $127K
56.9K $1.14M
PFG
Principal Financial Group Inc

Financial Services
924
+ 12.88%
$76.34 - $89.04 $70.5K - $82.3K
8.1K $683K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
759
+ 3.54%
$47.39 - $54.26 $36K - $41.2K
22.2K $1.15M
IYG
Ishares Tr

ETFs
1.54K
+ 21.13%
$74.6 - $84.81 $115K - $131K
8.84K $694K
OMC
Omnicom Group Inc.

Communication Services
2.17K
+ 12.73%
$79.43 - $88.34 $172K - $192K
19.2K $1.59M
SUN
Sunoco LP

Energy
812
+ 6.71%
$51.29 - $59.25 $41.6K - $48.1K
12.9K $749K
CVNA
Carvana Co.

Consumer Cyclical
570
+ 51.4%
$166.52 - $285.33 $94.9K - $163K
1.68K $351K
MPLX
Mplx LP

Energy
1.62K
+ 24.33%
$47.88 - $54.65 $77.6K - $88.6K
8.28K $443K
ST
Sensata Technologies Holding PLC

Technology
6.74K
+ 50.21%
$24.27 - $30.0 $164K - $202K
20.2K $489K
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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