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
CHK
Chesapeake Energy Corp

Energy
873
+ 11.86%
N/A
8.24K $705K
FXU
First Tr Exchange Traded Fd Ut

ETFs
136
+ 0.63%
$37.42 - $41.14 $5.09K - $5.6K
21.7K $891K
DGX
Quest Diagnostics Inc

Healthcare
535
+ 6.33%
N/A
8.99K $1.23M
PJAN
Innovator U.S. Equity Power Bu

ETFs
2.15K
+ 9.01%
$41.09 - $43.24 $88.3K - $92.9K
26K $1.08M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.4K
+ 19.82%
$67.03 - $74.61 $93.6K - $104K
8.45K $574K
WAT
Waters Corp

Healthcare
201
+ 18.04%
$362.16 - $417.28 $72.8K - $83.9K
1.32K $484K
WDFC
Wd 40 CO

Basic Materials
266
+ 6.59%
$226.67 - $250.92 $60.3K - $66.7K
4.3K $1.05M
NVT
N Vent Electric PLC

Industrials
3.62K
+ 47.4%
$52.42 - $75.4 $190K - $273K
11.3K $590K
XYLD
Global X Fds S&P 500 Covered C

ETFs
9.81K
+ 7.41%
$39.02 - $42.89 $383K - $421K
142K $5.62M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.52K
+ 17.11%
$24.21 - $25.09 $60.9K - $63.1K
17.2K $430K
UBS
Ubs Group Ag

Financial Services
1.78K
+ 3.75%
$30.28 - $35.78 $53.8K - $63.6K
49.2K $1.51M
AIN
Albany International Corp

Consumer Cyclical
3.02K
+ 23.43%
$69.04 - $82.96 $208K - $250K
15.9K $1.1M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
37
+ 18.5%
$1227.6 - $1458.46 $45.4K - $54K
237 $319K
CDE
Coeur Mining, Inc.

Basic Materials
11.6K
New
$5.02 - $7.29 $58.3K - $84.7K
11.6K $68K
VVR
Invesco Senior Income Trust

Financial Services
18.3K
New
$3.55 - $4.15 $64.9K - $75.9K
18.3K $68K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
3K
+ 20.27%
$20.1 - $20.8 $60.3K - $62.4K
17.8K $369K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
867
+ 33.51%
$92.51 - $102.81 $80.2K - $89.1K
3.45K $319K
CPRT
Copart Inc

Consumer Cyclical
1.42K
+ 8.44%
$52.3 - $59.83 $74.1K - $84.7K
18.2K $1.03M
MLPA
Global X Mlp ETF

ETFs
753
+ 10.51%
$49.83 - $54.53 $37.5K - $41.1K
7.92K $421K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.45K
+ 7.11%
$117.4 - $131.02 $170K - $190K
21.9K $2.62M
MKSI
Mks Instruments Inc

Technology
1.48K
+ 69.25%
$78.89 - $122.69 $117K - $182K
3.63K $290K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.7K
+ 8.49%
$35.54 - $37.44 $95.8K - $101K
34.5K $1.23M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
4
+ 0.04%
$67.85 - $77.32 $271 - $309
10.9K $818K
JHSC
John Hancock ETF Tr Multifacto

ETFs
2.63K
+ 19.85%
$36.26 - $41.89 $95.5K - $110K
15.9K $592K
RRC
Range Resources Corp

Energy
240
+ 1.71%
$35.22 - $41.29 $8.45K - $9.91K
14.3K $571K
BCS
Barclays PLC

Financial Services
169
+ 0.57%
$12.69 - $16.25 $2.14K - $2.75K
30K $460K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
497
+ 8.35%
$61.25 - $72.83 $30.4K - $36.2K
6.45K $455K
PCEF
Invesco Cef Income Composite E

ETFs
4.05K
+ 10.03%
$18.8 - $19.89 $76.1K - $80.5K
44.4K $836K
IYE
Ishares Tr

ETFs
717
+ 9.28%
$45.23 - $49.95 $32.4K - $35.8K
8.44K $416K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
495
+ 9.35%
$53.69 - $62.68 $26.6K - $31K
5.79K $348K
IYJ
Ishares Tr

ETFs
545
+ 20.68%
$127.48 - $142.0 $69.5K - $77.4K
3.18K $414K
NU
Nu Holdings Ltd.

Financial Services
7.02K
+ 9.24%
$10.12 - $13.95 $71K - $97.9K
83K $849K
PSEC
Prospect Capital Corp

Financial Services
17.5K
+ 40.99%
$4.1 - $4.45 $71.9K - $78.1K
60.4K $247K
LNT
Alliant Energy Corp

Utilities
140
+ 1.39%
$56.66 - $66.04 $7.93K - $9.25K
10.2K $658K
OTTR
Otter Tail Corp

Utilities
228
+ 3.38%
$72.43 - $83.38 $16.5K - $19K
6.96K $559K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
16.5K
New
$2.21 - $4.48 $36.4K - $73.8K
16.5K $61K
SITE
Site One Landscape Supply, Inc.

Industrials
1.22K
+ 14.35%
$120.25 - $147.7 $147K - $181K
9.75K $1.18M
EW
Edwards Lifesciences Corp

Healthcare
1.03K
+ 10.67%
$67.95 - $76.19 $70.1K - $78.6K
10.7K $776K
IIIV
I3 Verticals, Inc.

Technology
1.37K
+ 8.49%
$23.2 - $29.67 $31.7K - $40.6K
17.5K $431K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.21K
+ 3.13%
$196.12 - $229.48 $238K - $279K
40K $8.09M
PENN
Penn National Gaming Inc

Consumer Cyclical
13.1K
+ 29.96%
$16.23 - $22.73 $212K - $297K
56.7K $924K
WES
Western Midstream Partners, LP

Energy
1.09K
+ 19.21%
$37.87 - $42.89 $41.4K - $46.8K
6.78K $277K
ADSK
Autodesk, Inc.

Technology
238
+ 4.74%
N/A
5.26K $1.29M
AVNT
Avient Corp

Basic Materials
2.73K
+ 23.16%
$36.91 - $44.21 $101K - $121K
14.5K $540K
CPNG
Coupang, Inc.

Consumer Cyclical
2.69K
+ 11.76%
$21.34 - $25.52 $57.4K - $68.6K
25.6K $560K
RACE
Ferrari N.V.

Consumer Cyclical
104
+ 2.42%
$413.73 - $508.15 $43K - $52.8K
4.4K $1.88M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
535
+ 1.3%
$38.99 - $40.37 $20.9K - $21.6K
41.6K $1.68M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
770
+ 16.06%
$42.3 - $53.69 $32.6K - $41.3K
5.57K $289K
IYF
Ishares Tr

ETFs
389
+ 6.65%
$107.69 - $119.37 $41.9K - $46.4K
6.24K $703K
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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