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
CBOE
Cboe Global Markets, Inc.

Financial Services
353
+ 8.72%
$205.81 - $234.23 $72.7K - $82.7K
4.4K $1.03M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.15K
+ 5.35%
$50.48 - $50.71 $109K - $109K
42.4K $2.15M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
10.5K
New
$10.09 - $10.88 $106K - $114K
10.5K $108K
LIFE
A Tyr Pharma Inc

Healthcare
57.7K
New
N/A
57.7K $107K
AOK
Ishares Tr Core Conservative A

ETFs
2.52K
+ 44.58%
$36.09 - $39.07 $90.9K - $98.4K
8.17K $319K
EXR
Extra Space Storage Inc.

Real Estate
855
+ 4.54%
$126.61 - $152.99 $108K - $131K
19.7K $2.9M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
1.21K
+ 4.74%
$25.96 - $30.99 $31.3K - $37.3K
26.7K $825K
VGSH
Vanguard

ETFs
1.73K
+ 3.44%
$58.32 - $58.95 $101K - $102K
51.9K $3.05M
IR
Ingersoll Rand Inc.

Industrials
959
+ 12.02%
$66.75 - $84.94 $64K - $81.5K
8.94K $743K
AOM
Ishares Tr Core Moderate Alloc

ETFs
1.32K
+ 6.58%
$41.55 - $46.04 $54.9K - $60.9K
21.4K $986K
XCEM
Columbia ETF Tr Ii

ETFs
1.49K
+ 13.02%
$26.68 - $34.18 $39.7K - $50.8K
12.9K $441K
CMCSA
Comcast Corp

Communication Services
17.1K
+ 4.09%
$32.84 - $36.72 $563K - $629K
437K $15.6M
FV
First Trust Dorsey Wright Focu

ETFs
303
+ 1.56%
$48.43 - $59.26 $14.7K - $18K
19.7K $1.17M
NYF
Ishares New York Muni Bond ETF

ETFs
2.07K
+ 26.37%
$51.29 - $53.06 $106K - $110K
9.94K $518K
QFIN
360 Digi Tech, Inc.

Financial Services
3.17K
+ 14.86%
$35.33 - $46.05 $112K - $146K
24.5K $1.06M
AKAM
Akamai Technologies Inc

Technology
1.13K
+ 5.06%
N/A
23.4K $2.12M
RWK
Invesco Exchange Traded Fd Tr

ETFs
376
+ 5.73%
$94.8 - $117.22 $35.6K - $44.1K
6.94K $811K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
4.56K
+ 12.47%
$20.12 - $21.0 $91.8K - $95.8K
41.1K $860K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
10.1K
+ 50.11%
$8.28 - $9.42 $83.3K - $94.8K
30.1K $283K
IBKR
Interactive Brokers Group, Inc.

Financial Services
14.1K
+ 228.52%
$50.53 - $212.53 $712K - $2.99M
20.3K $1.12M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.11K
+ 7.49%
$46.41 - $47.7 $97.9K - $101K
30.3K $1.44M
WTAI
Wisdomtree Tr Artificial Intel

ETFs
1.64K
+ 14.91%
$16.58 - $24.56 $27.3K - $40.4K
12.7K $311K
DFAX
Dimensional ETF Tr
1.28K
+ 6.34%
$23.37 - $29.39 $29.9K - $37.6K
21.4K $629K
OGN
Organon & Co.

Healthcare
10.5K
New
$8.04 - $14.72 $84.4K - $155K
10.5K $101K
PAGS
Pag Seguro Digital Ltd.

Technology
7.39K
+ 50.03%
$7.61 - $10.03 $56.2K - $74.1K
22.2K $213K
BEP
Brookfield Renewable Partners L.P.

Utilities
553
+ 2.18%
$20.16 - $26.41 $11.1K - $14.6K
25.9K $661K
PAYX
Paychex Inc

Industrials
2.31K
+ 8.6%
$137.01 - $159.78 $317K - $369K
29.2K $4.24M
EXPE
Expedia Group, Inc.

Consumer Cyclical
564
+ 12.96%
$136.63 - $176.62 $77.1K - $99.6K
4.92K $829K
MTH
Meritage Homes Corp

Consumer Cyclical
2.47K
+ 14.39%
$62.44 - $71.44 $154K - $177K
19.6K $1.32M
NTAP
Net App, Inc.

Technology
107
+ 2.31%
$76.1 - $106.55 $8.14K - $11.4K
4.74K $505K
VTRS
Viatris Inc

Healthcare
9.75K
+ 20.43%
$7.26 - $9.12 $70.8K - $88.9K
57.5K $513K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
293
+ 4.5%
$120.49 - $141.16 $35.3K - $41.4K
6.81K $940K
IAPR
Innovator Etfs Tr Internationa

ETFs
1.91K
+ 7.82%
$25.9 - $29.24 $49.5K - $55.9K
26.4K $771K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
1.84K
+ 5.89%
$46.39 - $47.84 $85.3K - $88K
33.1K $1.58M
TYL
Tyler Technologies Inc

Technology
87
+ 2.18%
$521.68 - $592.84 $45.4K - $51.6K
4.07K $2.41M
TLTD
Flexshares Morningstar Dev Mkt

ETFs
9
+ 0.08%
$66.99 - $83.47 $603 - $751
11K $913K
GEF
Greif, Inc

Consumer Cyclical
779
+ 17.93%
$49.01 - $66.46 $38.2K - $51.8K
5.12K $333K
SU
Suncor Energy Inc

Energy
2.98K
+ 21.86%
$31.54 - $41.04 $94K - $122K
16.6K $622K
CNP
Centerpoint Energy Inc

Utilities
2.21K
+ 8.96%
$35.5 - $39.05 $78.4K - $86.3K
26.9K $987K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1.64K
+ 25.26%
$42.56 - $50.32 $69.7K - $82.4K
8.12K $408K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.67K
+ 21.71%
$27.65 - $36.12 $46.1K - $60.3K
9.36K $337K
PAYC
Paycom Software, Inc.

Technology
134
+ 2.82%
$193.07 - $265.71 $25.9K - $35.6K
4.89K $1.13M
IAK
Ishares Tr

ETFs
1.1K
+ 6.45%
$122.44 - $138.47 $134K - $152K
18.1K $2.43M
GII
Spdr S&P Global Infrasture ETF

ETFs
497
+ 4.62%
$57.32 - $67.33 $28.5K - $33.5K
11.3K $757K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3K
+ 1.24%
$24.98 - $25.66 $75K - $77.1K
246K $6.3M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
8.28K
+ 29.72%
$7.19 - $8.75 $59.5K - $72.4K
36.1K $316K
FOXA
Fox Corp

Communication Services
1.7K
+ 18.35%
$47.21 - $57.04 $80.1K - $96.7K
10.9K $613K
EWJ
Ishares Msci Japan ETF

ETFs
923
+ 28.47%
$61.32 - $75.28 $56.6K - $69.5K
4.17K $312K
POWL
Powell Industries Inc

Industrials
102
+ 5.97%
$159.38 - $211.34 $16.3K - $21.6K
1.81K $381K
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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