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
MSI
Motorola Solutions, Inc.

Technology
808
+ 6.99%
$394.72 - $440.39 $319K - $356K
12.4K $5.2M
SCCO
Southern Copper Corp

Basic Materials
739
+ 8.91%
$75.63 - $104.64 $55.9K - $77.3K
9.03K $913K
DGS
Wisdomtree Emerging Markets Sm

ETFs
92
+ 0.48%
$43.34 - $55.24 $3.99K - $5.08K
19.4K $1.07M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
492
+ 2.46%
$57.46 - $65.66 $28.3K - $32.3K
20.5K $1.33M
KGC
Kinross Gold Corp

Basic Materials
4.9K
+ 25.67%
$11.79 - $15.85 $57.8K - $77.7K
24K $375K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
5
+ 0.08%
$134.25 - $172.52 $671 - $863
6.42K $1.11M
CNQ
Canadian Natural Resources LTD

Energy
3.64K
+ 11.85%
$25.14 - $34.01 $91.5K - $124K
34.4K $1.08M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
100
+ 0.9%
$76.98 - $98.31 $7.7K - $9.83K
11.2K $1.1M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
221
+ 1.0%
$46.22 - $57.51 $10.2K - $12.7K
22.4K $1.29M
M
Macy'S, Inc.

Consumer Cyclical
11.5K
New
$10.02 - $13.19 $115K - $151K
11.5K $133K
BCS
Barclays PLC

Financial Services
1.89K
+ 6.31%
$12.69 - $18.61 $24K - $35.2K
31.9K $592K
GRAB
Grab Holdings LTD

Technology
26.3K
New
$3.48 - $5.25 $91.5K - $138K
26.3K $132K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
1.04K
+ 49.95%
$96.02 - $124.33 $99.6K - $129K
3.11K $359K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
8.42K
+ 4.64%
$10.79 - $14.14 $90.8K - $119K
190K $2.6M
SMG
Scotts Miracle Gro CO

Basic Materials
322
+ 3.23%
$48.21 - $66.48 $15.5K - $21.4K
10.3K $677K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
1.32K
+ 9.78%
$99.1 - $99.49 $131K - $131K
14.8K $1.47M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
3.45K
+ 8.29%
$39.34 - $40.41 $136K - $139K
45K $1.81M
STLD
Steel Dynamics Inc

Basic Materials
1.32K
+ 20.43%
N/A
7.79K $764K
TXT
Textron Inc

Industrials
937
+ 13.81%
$60.72 - $80.34 $56.9K - $75.3K
7.72K $620K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
269
+ 3.4%
$86.12 - $108.35 $23.2K - $29.1K
8.18K $886K
JXN
Jackson Financial Inc.

Financial Services
1.19K
+ 24.77%
$70.35 - $89.5 $83.6K - $106K
5.99K $531K
PLUS
Eplus Inc

Technology
486
+ 5.77%
$54.77 - $74.09 $26.6K - $36K
8.9K $641K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
10.2K
New
$10.6 - $12.44 $108K - $127K
10.2K $126K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.09K
+ 12.74%
$22.43 - $23.23 $114K - $118K
45K $1.05M
BPOP
Popular, Inc.

Financial Services
399
+ 8.74%
$81.63 - $110.51 $32.6K - $44.1K
4.96K $546K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.97K
+ 7.63%
$24.38 - $30.18 $48K - $59.5K
27.8K $837K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
400
+ 8.16%
$144.63 - $179.53 $57.9K - $71.8K
5.3K $872K
FHN
First Horizon Corp

Financial Services
4.87K
+ 43.22%
$16.21 - $21.2 $79K - $103K
16.1K $342K
FTQI
First Trust ETF Vi First Trust

ETFs
2.53K
+ 2.46%
$16.83 - $19.58 $42.6K - $49.5K
105K $2.06M
WBD
Warner Bros. Discovery, Inc.

Communication Services
7.75K
+ 16.54%
$7.69 - $11.46 $59.6K - $88.8K
54.6K $625K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
854
+ 10.11%
$60.34 - $74.89 $51.5K - $64K
9.3K $696K
ALTL
Pacer Lunt Large Cap Altenator

Technology
967
+ 3.23%
$31.72 - $37.66 $30.7K - $36.4K
30.9K $1.16M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
521
+ 4.08%
$89.4 - $99.04 $46.6K - $51.6K
13.3K $1.28M
OMF
One Main Holdings, Inc.

Financial Services
1.23K
+ 20.22%
$40.42 - $57.0 $49.6K - $69.9K
7.3K $415K
ROIV
Roivant Sciences Ltd.

Healthcare
10.6K
New
$9.08 - $11.62 $95.9K - $123K
10.6K $119K
USPH
U S Physical Therapy Inc

Healthcare
997
+ 14.35%
$65.08 - $79.84 $64.9K - $79.6K
7.95K $621K
QJUN
First Tr ETF
1.95K
+ 10.64%
$24.35 - $29.57 $47.6K - $57.8K
20.3K $600K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
691
+ 7.85%
$59.98 - $74.92 $41.4K - $51.8K
9.5K $706K
PMM
Putnam Managed Municipal Income Trust

Financial Services
20K
+ 51.36%
$5.75 - $6.19 $115K - $124K
58.9K $352K
LRN
Stride, Inc.

Consumer Defensive
396
+ 13.19%
$124.45 - $160.72 $49.3K - $63.6K
3.4K $493K
ESTC
Elastic N.V.

Technology
1.89K
+ 19.6%
$73.36 - $94.17 $139K - $178K
11.5K $971K
DMAR
First Tr Ex Tr Viii Cboe Vest
2.58K
+ 45.93%
$35.55 - $39.57 $91.8K - $102K
8.21K $324K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.6K
+ 18.05%
$30.96 - $40.6 $49.4K - $64.8K
10.4K $421K
EFX
Equifax Inc

Industrials
123
+ 2.42%
$205.5 - $280.54 $25.3K - $34.5K
5.21K $1.35M
SSTK
Shutterstock, Inc.

Communication Services
5.6K
+ 35.84%
$14.55 - $19.81 $81.5K - $111K
21.2K $402K
TSCO
Tractor Supply CO

Consumer Cyclical
4.06K
+ 9.23%
$47.86 - $55.77 $194K - $226K
48K $2.53M
CWST
Casella Waste Systems Inc

Industrials
540
+ 4.32%
$103.78 - $120.37 $56K - $65K
13K $1.51M
WPM
Wheaton Precious Metals Corp.

Basic Materials
316
+ 4.69%
$70.56 - $92.75 $22.3K - $29.3K
7.05K $633K
BL
Blackline, Inc.

Technology
628
+ 6.98%
$42.27 - $58.22 $26.5K - $36.6K
9.63K $545K
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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