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
MDB
Mongo Db, Inc.

Technology
961
New
$145.85 - $225.38 $140K - $217K
961 $201K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
7.72K
+ 10.76%
$26.4 - $29.61 $204K - $229K
79.5K $2.3M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
1.53K
+ 54.1%
$91.51 - $113.03 $140K - $173K
4.36K $492K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
18.5K
New
$10.39 - $11.24 $193K - $208K
18.5K $200K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.56K
New
$105.8 - $131.55 $165K - $205K
1.56K $200K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.4K
New
$11.53 - $13.87 $166K - $200K
14.4K $200K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.21K
New
$51.36 - $62.5 $165K - $200K
3.21K $200K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
4.38K
New
N/A
4.38K $200K
PRN
Invesco Dwa Industrials Moment

ETFs
307
+ 3.94%
$122.83 - $157.05 $37.7K - $48.2K
8.1K $1.27M
BCE
Bce Inc

Communication Services
11.3K
+ 16.94%
$20.87 - $22.95 $235K - $259K
77.9K $1.73M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.3K
New
$18.83 - $19.22 $194K - $198K
10.3K $197K
FICO
Fair Isaac Corp

Technology
116
+ 11.45%
$1503.62 - $2206.01 $174K - $256K
1.13K $2.06M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
3.8K
+ 5.88%
$49.79 - $50.75 $189K - $193K
68.5K $3.48M
PFN
Pimco Income Strategy Fund Ii

Financial Services
26.6K
+ 220.42%
$6.87 - $7.56 $182K - $201K
38.6K $285K
DUOL
Duolingo, Inc.

Technology
305
+ 44.01%
$292.88 - $540.68 $89.3K - $165K
998 $409K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
6.25K
+ 55.1%
$23.14 - $27.82 $145K - $174K
17.6K $481K
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
12.5K
+ 9.92%
$19.78 - $21.29 $247K - $266K
139K $2.86M
NSSC
Napco Security Technologies, Inc

Industrials
3.9K
+ 33.72%
$19.82 - $29.82 $77.3K - $116K
15.5K $459K
VTHR
Vanguard Russell 3000 ETF

ETFs
144
+ 2.44%
$218.71 - $272.75 $31.5K - $39.3K
6.05K $1.65M
PHK
Pimco High Income Fund

Financial Services
41.8K
+ 42.88%
$4.43 - $4.88 $185K - $204K
139K $667K
ETR
Entergy Corp

Utilities
4.65K
+ 5.61%
$79.01 - $86.61 $367K - $402K
87.4K $7.26M
PIPR
Piper Sandler Companies

Financial Services
541
+ 41.87%
$210.78 - $281.82 $114K - $152K
1.83K $509K
WTRG
Essential Utilities, Inc.

Utilities
14.7K
+ 9.82%
$36.92 - $41.39 $544K - $610K
165K $6.12M
GWRE
Guidewire Software, Inc.

Technology
543
+ 42.62%
$172.73 - $257.37 $93.8K - $140K
1.82K $427K
ROKU
Roku, Inc

Communication Services
83
+ 0.79%
$55.1 - $87.89 $4.57K - $7.29K
10.5K $925K
BJUN
Innovator U.S. Equity Buffer E

ETFs
4.82K
New
N/A
4.82K $188K
MEDP
Medpace Holdings, Inc.

Healthcare
557
+ 44.7%
$277.23 - $315.28 $154K - $176K
1.8K $565K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
732
+ 40.24%
$483.07 - $625.6 $354K - $458K
2.55K $1.34M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
571
+ 1.44%
$32.66 - $40.75 $18.6K - $23.3K
40.3K $1.63M
DD
Du Pont De Nemours, Inc.

Basic Materials
4.2K
+ 24.7%
$55.13 - $75.25 $231K - $316K
21.2K $1.45M
BUG
Global X Fds Cybersecurity ETF

ETFs
2.9K
+ 18.01%
$29.9 - $37.1 $86.7K - $108K
19K $704K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.21K
+ 57.43%
$87.54 - $128.18 $106K - $155K
3.33K $417K
WTTR
Select Energy Services, Inc.

Energy
21.1K
New
$7.3 - $10.83 $154K - $228K
21.1K $182K
SCHO
Schwab Short Term Us Treasury

ETFs
7.37K
+ 44.02%
$24.19 - $24.45 $178K - $180K
24.1K $588K
ALLE
Allegion PLC

Industrials
851
+ 20.36%
$118.52 - $145.64 $101K - $124K
5.03K $725K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
33.3K
+ 79.44%
$4.83 - $5.39 $161K - $179K
75.2K $405K
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
1.2K
+ 0.49%
$45.89 - $47.6 $54.8K - $56.9K
243K $11.6M
SLF
Sun Life Financial Inc

Financial Services
1.09K
+ 9.33%
$53.39 - $66.45 $58.4K - $72.6K
12.8K $850K
GDDY
Go Daddy Inc.

Technology
995
+ 25.18%
$162.11 - $192.36 $161K - $191K
4.95K $890K
HUBS
Hubspot Inc

Technology
346
+ 38.36%
$487.07 - $672.24 $169K - $233K
1.25K $694K
CRSP
Crispr Therapeutics Ag

Healthcare
464
+ 4.36%
$31.27 - $48.64 $14.5K - $22.6K
11.1K $540K
TRMB
Trimble Inc.

Technology
1.75K
+ 40.71%
$55.12 - $75.98 $96.6K - $133K
6.06K $460K
HYMU
Blackrock ETF Tr Ii High Yield
7.69K
+ 11.99%
N/A
71.9K $1.65M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3.35K
+ 10.53%
$36.25 - $42.28 $121K - $142K
35.2K $1.49M
PSTG
Pure Storage, Inc.

Technology
932
+ 10.14%
$37.18 - $57.58 $34.7K - $53.7K
10.1K $582K
XLP
Consumer Staples Sector Spdr

ETFs
2.31K
+ 4.65%
N/A
51.9K $3.95M
XAR
Spdr S&P Aerospace & Defense E

ETFs
110
+ 3.62%
$144.94 - $210.94 $15.9K - $23.2K
3.15K $663K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.35K
New
N/A
2.35K $175K
DBA
Invesco Db Agriculture Fund

ETFs
7.28K
+ 8.49%
$25.27 - $27.68 $184K - $202K
93.1K $2.43M
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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