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
MLPX
Global X Mlp & Energy Infrastr

ETFs
3.37K
+ 10.18%
$55.32 - $65.02 $186K - $219K
36.4K $2.28M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
1.72K
+ 14.42%
$39.69 - $51.24 $68.4K - $88.3K
13.7K $700K
NTNX
Nutanix, Inc.

Technology
1.69K
+ 26.73%
$58.17 - $83.07 $98.3K - $140K
8.01K $612K
CCI
Crown Castle International Corp

Real Estate
2.3K
+ 5.26%
$94.83 - $107.06 $218K - $246K
45.9K $4.72M
NLOK
Norton Life Lock Inc.

Technology
7.94K
New
N/A
7.94K $170K
RVT
Royce Value Trust, Inc.

Financial Services
11.3K
New
$12.5 - $15.21 $141K - $172K
11.3K $170K
AFRM
Affirm Holdings, Inc.

Technology
591
+ 11.13%
$35.75 - $69.14 $21.1K - $40.9K
5.9K $407K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
17.7K
New
$9.4 - $10.12 $166K - $179K
17.7K $167K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
16
+ 0.12%
$101.97 - $126.75 $1.63K - $2.03K
13.9K $1.76M
BXP
Boston Properties Inc

Real Estate
2.37K
+ 21.96%
$56.86 - $74.12 $135K - $176K
13.2K $887K
MDT
Medtronic PLC

Healthcare
6.39K
+ 4.36%
$80.68 - $88.86 $516K - $568K
153K $13.3M
WDS
Woodside Energy Group LTD

Energy
10.5K
New
$11.5 - $16.77 $120K - $176K
10.5K $161K
PEB
Pebblebrook Hotel Trust

Real Estate
17K
+ 24.63%
$7.71 - $10.59 $131K - $180K
85.8K $857K
SGOL
Abrdn Gold ETF Trust

ETFs
522
+ 0.63%
$28.39 - $32.75 $14.8K - $17.1K
83.1K $2.62M
PJUL
Innovator U.S. Equity Power Bu

ETFs
10
+ 0.02%
$37.66 - $43.85 $377 - $439
43.2K $1.89M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.08K
+ 13.35%
$73.02 - $90.22 $78.9K - $97.5K
9.18K $819K
PMX
Pimco Municipal Income Fund Iii

Financial Services
23.2K
New
$6.55 - $7.23 $152K - $168K
23.2K $158K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
79
+ 0.82%
$83.67 - $109.12 $6.61K - $8.62K
9.68K $1.06M
DX
Dynex Capital Inc

Real Estate
12.9K
New
$11.13 - $12.99 $143K - $167K
12.9K $157K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
982
+ 2.21%
$28.17 - $33.34 $27.7K - $32.7K
45.5K $1.51M
QS
Quantum Scape Corp

Consumer Cyclical
23.4K
New
$3.47 - $7.65 $81.3K - $179K
23.4K $157K
TXG
10x Genomics, Inc.

Healthcare
13.5K
New
$7.14 - $11.73 $96.2K - $158K
13.5K $156K
AEE
Ameren Corp

Utilities
2.65K
+ 11.73%
$94.23 - $101.68 $250K - $270K
25.3K $2.43M
AIG
American International Group, Inc.

Financial Services
2.09K
+ 12.07%
$77.56 - $87.72 $162K - $184K
19.4K $1.66M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
848
+ 1.02%
$23.45 - $26.56 $19.9K - $22.5K
83.7K $2.22M
WSM
Williams Sonoma Inc

Consumer Cyclical
870
+ 31.46%
$137.62 - $174.44 $120K - $152K
3.64K $593K
MLI
Mueller Industries Inc

Industrials
1.57K
+ 17.63%
$68.45 - $79.6 $108K - $125K
10.5K $834K
IJUL
Innovator Etfs Tr

ETFs
2.34K
+ 8.35%
$27.51 - $31.94 $64.4K - $74.8K
30.4K $970K
AIN
Albany International Corp

Consumer Cyclical
1.92K
+ 12.1%
$59.75 - $70.94 $115K - $136K
17.8K $1.25M
RPRX
Royalty Pharma PLC

Healthcare
2.39K
+ 17.87%
$30.85 - $36.14 $73.9K - $86.5K
15.8K $569K
MAIN
Main Street Capital Corp

Financial Services
1.87K
+ 12.02%
$49.15 - $59.32 $91.9K - $111K
17.4K $1.03M
VNO
Vornado Realty Trust

Real Estate
3.46K
+ 24.43%
$31.74 - $41.27 $110K - $143K
17.6K $674K
MORN
Morningstar, Inc.

Financial Services
343
+ 11.59%
$255.31 - $313.93 $87.6K - $108K
3.3K $1.04M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
141
+ 0.49%
$83.8 - $101.39 $11.8K - $14.3K
28.7K $2.9M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
3.61K
+ 60.19%
$33.11 - $37.79 $119K - $136K
9.59K $362K
MTDR
Matador Resources CO

Energy
3.65K
+ 47.65%
$36.67 - $52.23 $134K - $190K
11.3K $539K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
12.5K
+ 10.85%
$13.96 - $16.51 $174K - $206K
127K $2.07M
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
15.3K
+ 67.35%
$7.42 - $8.86 $113K - $135K
38K $336K
CGNX
Cognex Corp

Technology
3.39K
+ 16.82%
$23.27 - $32.07 $78.8K - $109K
23.5K $746K
MOD
Modine Manufacturing CO

Consumer Cyclical
247
+ 4.41%
$69.3 - $105.57 $17.1K - $26.1K
5.85K $576K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
2.91K
+ 7.76%
$22.61 - $26.12 $65.9K - $76.1K
40.4K $1.06M
UUUU
Energy Fuels Inc

Energy
25.1K
New
$3.44 - $5.9 $86.4K - $148K
25.1K $144K
CHK
Chesapeake Energy Corp

Energy
1.68K
+ 20.35%
N/A
9.91K $849K
IVR
Invesco Mortgage Capital Inc.

Real Estate
18.4K
New
$6.33 - $8.04 $117K - $148K
18.4K $144K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.38K
+ 17.86%
$19.5 - $30.4 $46.4K - $72.4K
15.7K $459K
JBHT
Hunt J B Transport Services Inc

Industrials
1.14K
+ 24.02%
$124.73 - $152.78 $142K - $173K
5.86K $841K
EAPR
Innovator Etfs Tr Emerging Mkt
4.58K
+ 46.31%
$24.71 - $27.99 $113K - $128K
14.5K $404K
ALLY
Ally Financial Inc.

Financial Services
3.19K
+ 48.99%
$30.09 - $38.95 $96K - $124K
9.71K $378K
TDY
Teledyne Technologies Inc

Technology
170
+ 4.57%
$435.54 - $512.31 $74K - $87.1K
3.89K $1.99M
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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