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
FIVE
Five Below, Inc

Consumer Cyclical
1.68K
New
$55.75 - $131.18 $93.4K - $220K
1.68K $219K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
5.4K
New
$33.42 - $40.68 $181K - $220K
5.4K $219K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
8.1K
+ 107.55%
$22.25 - $30.3 $180K - $245K
15.6K $428K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
15.1K
+ 46.48%
$12.23 - $15.46 $185K - $234K
47.6K $719K
WTM
White Mountains Insurance Group LTD

Financial Services
121
New
$1699.35 - $1901.99 $206K - $230K
121 $217K
DOV
Dover Corp

Industrials
914
+ 14.46%
$151.14 - $186.7 $138K - $171K
7.24K $1.33M
LOGI
Logitech International S.A.

Technology
2.41K
New
$65.57 - $90.16 $158K - $217K
2.41K $216K
LITE
Lumentum Holdings Inc.

Technology
2.28K
New
$49.56 - $95.06 $113K - $217K
2.28K $216K
SO
Southern CO

Utilities
2.49K
+ 2.51%
$84.91 - $92.56 $211K - $230K
102K $9.33M
TCHP
T Rowe Price Exchange Traded F

Technology
4.78K
New
$34.07 - $45.35 $163K - $217K
4.78K $216K
TPR
Tapestry, Inc.

Consumer Cyclical
1.62K
+ 38.76%
$60.6 - $87.81 $98.2K - $142K
5.8K $509K
QINT
American Centy ETF Tr Quality

ETFs
242
+ 0.78%
$46.54 - $58.35 $11.3K - $14.1K
31.2K $1.82M
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
3.46K
New
$49.79 - $62.18 $172K - $215K
3.46K $214K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
808
+ 3.39%
$53.69 - $67.27 $43.4K - $54.4K
24.6K $1.66M
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.86K
New
$24.94 - $31.15 $171K - $214K
6.86K $213K
JPIN
Jp Morgan Diversified Return I

ETFs
3.32K
New
$52.18 - $64.25 $173K - $214K
3.32K $213K
TROW
Price T Rowe Group Inc

Financial Services
1.92K
+ 31.21%
$80.27 - $98.06 $154K - $188K
8.06K $777K
SPTN
Spartan Nash CO

Consumer Defensive
8.08K
New
$17.62 - $26.57 $142K - $215K
8.08K $213K
DOCN
Digital Ocean Holdings, Inc.

Technology
7.42K
New
$25.91 - $35.19 $192K - $261K
7.42K $211K
RDNT
Rad Net, Inc.

Healthcare
3.72K
New
$47.36 - $61.14 $176K - $227K
3.72K $211K
AER
Aer Cap Holdings N.V.

Industrials
1.8K
New
$88.97 - $117.24 $160K - $211K
1.8K $210K
ALG
Alamo Group Inc

Industrials
964
New
$158.47 - $219.45 $153K - $212K
964 $210K
BMAY
Innovator U.S. Equity Buffer E

ETFs
4.99K
New
$36.09 - $42.2 $180K - $211K
4.99K $210K
NWS
News Corp New Cl B Com Stk (De

Communication Services
6.11K
New
$27.41 - $34.31 $168K - $210K
6.11K $209K
ALGN
Align Technology Inc

Healthcare
580
+ 18.01%
$144.32 - $190.42 $83.7K - $110K
3.8K $719K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
1.12K
+ 32.17%
$167.22 - $212.42 $187K - $237K
4.59K $907K
PBA
Pembina Pipeline Corp

Energy
5.56K
New
$35.16 - $40.88 $196K - $227K
5.56K $208K
DTM
Dt Midstream, Inc.

Energy
1.89K
New
$87.23 - $109.91 $165K - $207K
1.89K $207K
XRX
Xerox Holdings Corp

Technology
39.3K
New
$3.64 - $5.95 $143K - $234K
39.3K $207K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.68K
New
$45.9 - $56.06 $169K - $206K
3.68K $206K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.33K
New
$30.25 - $38.85 $161K - $207K
5.33K $206K
AVY
Avery Dennison Corp

Industrials
1.3K
+ 13.78%
$159.58 - $183.97 $208K - $240K
10.8K $1.89M
JETS
ETF Ser Solutions U S Global J

ETFs
8.94K
New
$17.37 - $23.44 $155K - $210K
8.94K $205K
FE
Firstenergy Corp

Utilities
5.27K
+ 11.48%
$38.31 - $43.17 $202K - $227K
51.2K $2.06M
HPP
Hudson Pacific Properties, Inc.

Real Estate
74.8K
New
$1.86 - $3.08 $139K - $230K
74.8K $205K
FROG
J Frog LTD

Technology
4.69K
New
$27.99 - $44.55 $131K - $209K
4.69K $205K
BMO
Bank Of Montreal

Financial Services
850
+ 11.72%
$87.54 - $110.63 $74.4K - $94K
8.1K $896K
BYD
Boyd Gaming Corp

Consumer Cyclical
2.61K
New
$60.8 - $79.02 $159K - $206K
2.61K $204K
H
Hyatt Hotels Corp

Consumer Cyclical
1.46K
New
$104.22 - $139.65 $152K - $204K
1.46K $204K
BSMU
Invesco Exchange Self Ind Tr

ETFs
9.53K
New
$20.97 - $21.71 $200K - $207K
9.53K $204K
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
5.13K
+ 78.13%
$29.0 - $35.55 $149K - $182K
11.7K $415K
AVDV
American Centy ETF Tr Avantis

ETFs
2.56K
New
$61.76 - $79.32 $158K - $203K
2.56K $203K
MARB
First Tr Exchange Traded Fd Ii

ETFs
9.97K
New
$19.67 - $20.44 $196K - $204K
9.97K $203K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6.85K
+ 2.94%
$24.48 - $24.9 $168K - $171K
240K $5.97M
USTB
Victory Portfolios Ii Victorys

ETFs
3.98K
New
$50.21 - $50.82 $200K - $202K
3.98K $202K
VITL
Vital Farms, Inc.

Consumer Defensive
5.27K
New
$30.52 - $38.52 $161K - $203K
5.27K $202K
DY
Dycom Industries Inc

Industrials
28
+ 1.33%
$138.96 - $245.71 $3.89K - $6.88K
2.14K $522K
IGF
Ishares Global Infrastructure

ETFs
3.41K
New
$50.55 - $59.83 $172K - $204K
3.41K $201K
KBH
Kb Home

Consumer Cyclical
3.8K
New
$50.15 - $58.93 $191K - $224K
3.8K $201K
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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