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
CQP
Cheniere Energy Partners, L.P.

Energy
381
+ 5.12%
$55.42 - $67.71 $21.1K - $25.8K
7.82K $516K
GNL
Global Net Lease, Inc.

Real Estate
13.3K
+ 69.22%
$6.91 - $8.26 $92.1K - $110K
32.6K $261K
CWST
Casella Waste Systems Inc

Industrials
461
+ 3.83%
$104.2 - $115.86 $48K - $53.4K
12.5K $1.39M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
2.28K
+ 7.06%
$49.75 - $50.27 $114K - $115K
34.6K $1.73M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
6.01K
+ 22.67%
$14.13 - $16.72 $84.9K - $100K
32.5K $502K
CSGS
Csg Systems International Inc

Technology
844
+ 11.89%
$49.81 - $66.73 $42K - $56.3K
7.94K $480K
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.42K
+ 12.28%
$45.72 - $51.73 $385K - $436K
77K $3.54M
ARKQ
Ark Autonomous Technology & Ro

ETFs
5.29K
+ 24.76%
$65.76 - $84.94 $348K - $450K
26.7K $1.77M
LPLA
Lpl Financial Holdings Inc.

Financial Services
351
+ 17.65%
$308.87 - $383.33 $108K - $135K
2.34K $765K
DOX
Amdocs LTD

Technology
511
+ 4.82%
$82.21 - $92.02 $42K - $47K
11.1K $1.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.83K
+ 2.0%
$22.25 - $23.0 $107K - $111K
246K $5.65M
THC
Tenet Healthcare Corp

Healthcare
501
+ 9.22%
$119.51 - $144.98 $59.9K - $72.6K
5.93K $798K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
5.91K
+ 5.42%
$16.18 - $17.82 $95.6K - $105K
115K $1.92M
WWD
Woodward, Inc.

Industrials
369
+ 13.08%
$171.38 - $195.22 $63.2K - $72K
3.19K $582K
IYH
Ishares Tr

ETFs
1.23K
+ 8.52%
$58.32 - $62.76 $71.5K - $76.9K
15.6K $950K
BUL
Pacer Fds Tr U S Cash Cows Gro

ETFs
3.69K
+ 17.71%
$43.03 - $49.3 $159K - $182K
24.5K $1.08M
EHC
Encompass Health Corp

Healthcare
223
+ 2.27%
$91.05 - $102.2 $20.3K - $22.8K
10.1K $1.02M
BSCU
Invesco Exc Self Ind Tr

ETFs
5.98K
+ 11.56%
$16.2 - $16.64 $96.9K - $99.5K
57.7K $957K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
4.67K
+ 18.15%
N/A
30.4K $722K
LAMR
Lamar Advertising CO

Real Estate
2.66K
+ 11.03%
$110.65 - $132.9 $294K - $354K
26.8K $3.05M
PATK
Patrick Industries Inc

Consumer Cyclical
1.15K
+ 12.5%
$82.13 - $97.92 $94.4K - $113K
10.3K $875K
POOL
Pool Corp

Industrials
477
+ 26.38%
$314.92 - $364.31 $150K - $174K
2.29K $727K
NVEE
Nv5 Global, Inc.

Industrials
5.36K
+ 52.34%
$17.03 - $19.42 $91.3K - $104K
15.6K $300K
PUBM
Pub Matic, Inc.

Technology
11.9K
New
$9.09 - $17.14 $108K - $203K
11.9K $108K
SWK
Stanley Black & Decker, Inc.

Industrials
1.53K
+ 56.69%
$76.43 - $90.41 $117K - $138K
4.23K $324K
PATH
Ui Path, Inc.

Technology
10.5K
New
$9.97 - $15.19 $105K - $160K
10.5K $108K
USA
Liberty All Star Equity Fund

Financial Services
16.4K
New
$6.41 - $7.32 $105K - $120K
16.4K $107K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.94K
+ 14.07%
$59.79 - $67.15 $176K - $197K
23.8K $1.44M
MPWR
Monolithic Power Systems Inc

Technology
247
+ 7.72%
$565.7 - $720.25 $140K - $178K
3.45K $2M
AVY
Avery Dennison Corp

Industrials
1.02K
+ 12.13%
$174.58 - $195.91 $179K - $200K
9.46K $1.68M
EC
Ecopetrol S.A.

Energy
10.1K
New
$8.22 - $10.94 $83.4K - $111K
10.1K $105K
INSM
Insmed Inc

Healthcare
530
+ 5.91%
$65.25 - $83.83 $34.6K - $44.4K
9.5K $724K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.04K
+ 11.25%
$22.42 - $23.22 $90.5K - $93.7K
39.9K $920K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
1.77K
+ 38.42%
$51.6 - $53.93 $91.3K - $95.4K
6.37K $343K
SUI
Sun Communities Inc

Real Estate
514
+ 7.5%
$120.53 - $136.43 $62K - $70.1K
7.37K $948K
SPH
Suburban Propane Partners LP

Utilities
818
+ 3.6%
$17.64 - $22.2 $14.4K - $18.2K
23.6K $495K
YOU
Clear Secure, Inc.

Technology
4.32K
+ 39.93%
$22.12 - $27.62 $95.5K - $119K
15.1K $391K
TYL
Tyler Technologies Inc

Technology
146
+ 3.8%
$553.41 - $646.74 $80.8K - $94.4K
3.98K $2.32M
PEAK
Healthpeak Properties, Inc.

Real Estate
5.38K
+ 8.26%
N/A
70.5K $1.34M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
9.03K
+ 23.42%
$10.1 - $10.61 $91.2K - $95.9K
47.6K $488K
PFE
Pfizer Inc

Healthcare
20.4K
+ 5.85%
$25.01 - $27.13 $511K - $554K
369K $9.36M
VCIF
Vertical Capital Income Fund

Financial Services
12.4K
New
N/A
12.4K $101K
CHD
Church & Dwight CO Inc

Consumer Defensive
208
+ 1.43%
$101.42 - $113.2 $21.1K - $23.5K
14.7K $1.62M
OXY
Occidental Petroleum Corp

Energy
2.08K
+ 8.95%
$45.45 - $52.7 $94.4K - $109K
25.3K $1.25M
UNM
Unum Group

Financial Services
285
+ 3.09%
$71.8 - $83.34 $20.5K - $23.8K
9.51K $774K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
4.76K
+ 32.71%
$22.77 - $24.73 $108K - $118K
19.3K $449K
SHYD
Vaneck Short High Yield Muni E

ETFs
4.42K
+ 38.29%
$22.46 - $22.9 $99.3K - $101K
16K $359K
UFPT
Ufp Technologies Inc

Healthcare
674
+ 78.19%
$198.85 - $285.04 $134K - $192K
1.54K $309K
GIS
General Mills Inc

Consumer Defensive
5.08K
+ 9.77%
$57.56 - $65.3 $292K - $332K
57.1K $3.41M
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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