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
SKYT
Sky Water Technology, Inc

Technology
3.5K
+ 17.41%
$5.85 - $10.45 $20.5K - $36.6K
23.6K $232K
IBN
Icici Bank LTD

Financial Services
1.54K
+ 8.79%
$30.16 - $34.39 $46.6K - $53.1K
19.1K $642K
SFL
Sfl Corp Ltd.

Industrials
10.8K
New
$7.1 - $8.92 $76.7K - $96.3K
10.8K $89K
AX
Axos Financial, Inc.

Financial Services
62
+ 0.86%
$56.36 - $76.85 $3.49K - $4.76K
7.25K $551K
KLIC
Kulicke & Soffa Industries Inc

Technology
2.16K
+ 24.98%
$27.65 - $35.38 $59.7K - $76.4K
10.8K $373K
PII
Polaris Inc.

Consumer Cyclical
2.21K
+ 43.11%
$31.97 - $42.61 $70.5K - $94K
7.32K $297K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
1.41K
+ 14.84%
$55.57 - $62.73 $78.3K - $88.4K
10.9K $672K
NOC
Northrop Grumman Corp

Industrials
449
+ 3.91%
$456.3 - $540.39 $205K - $243K
11.9K $5.96M
SPG
Simon Property Group Inc

Real Estate
1.17K
+ 6.1%
$140.37 - $171.44 $164K - $201K
20.4K $3.27M
GTES
Gates Industrial Corp PLC

Industrials
178
+ 1.0%
$15.56 - $23.13 $2.77K - $4.12K
18K $414K
ARW
Arrow Electronics Inc

Technology
28
+ 0.81%
$90.32 - $128.28 $2.53K - $3.59K
3.47K $441K
WBS
Webster Financial Corp

Financial Services
1.31K
+ 29.45%
$41.76 - $54.91 $54.8K - $72K
5.77K $314K
FLGV
Franklin Templeton ETF Trfrank

ETFs
4.08K
+ 14.96%
$20.16 - $20.7 $82.2K - $84.4K
31.3K $643K
VRSN
Verisign Inc

Technology
17
+ 0.76%
$234.49 - $288.8 $3.99K - $4.91K
2.26K $652K
VIAV
Viavi Solutions Inc.

Technology
15.5K
+ 23.72%
$8.99 - $11.41 $139K - $177K
80.9K $814K
DNL
Wiswisdomtree Tr

ETFs
20
+ 0.11%
$32.16 - $40.27 $643 - $805
17.9K $722K
BIO
Bio Rad Laboratories, Inc.

Healthcare
390
+ 7.11%
$216.56 - $256.68 $84.5K - $100K
5.88K $1.42M
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
1.62K
+ 22.85%
$36.05 - $40.34 $58.4K - $65.4K
8.71K $351K
INCY
Incyte Corp

Healthcare
317
+ 3.98%
$55.17 - $71.22 $17.5K - $22.6K
8.28K $564K
PHM
Pultegroup Inc

Consumer Cyclical
583
+ 7.6%
$92.02 - $106.54 $53.6K - $62.1K
8.25K $870K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
978
+ 29.4%
$225.56 - $335.19 $221K - $328K
4.31K $1.02M
PSMT
Pricesmart Inc

Consumer Defensive
1
+ 0.02%
$82.12 - $108.35 $82.1 - $108
4.73K $496K
CHKP
Check Point Software Technologies LTD

Technology
907
+ 5.02%
$204.26 - $233.47 $185K - $212K
19K $4.2M
ELS
Equity Lifestyle Properties Inc

Real Estate
2.13K
+ 20.91%
$61.46 - $68.02 $131K - $145K
12.3K $759K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.2K
+ 14.37%
$32.56 - $35.71 $104K - $114K
25.5K $842K
ESS
Essex Property Trust, Inc.

Real Estate
287
+ 5.2%
N/A
5.81K $1.58M
OSK
Oshkosh Corp

Industrials
265
+ 10.73%
$79.17 - $113.62 $21K - $30.1K
2.74K $310K
AVDE
American Centy ETF Tr Avantis

ETFs
711
+ 23.03%
$59.32 - $74.36 $42.2K - $52.9K
3.8K $281K
ICF
Ishares Tr

ETFs
1.81K
+ 1.95%
$54.56 - $62.47 $98.9K - $113K
94.8K $5.8M
RINF
Proshares Trust Inflation Expe

ETFs
2.37K
+ 11.01%
$31.77 - $33.31 $75.3K - $79K
23.9K $781K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
1.34K
+ 7.9%
$2.39 - $6.79 $3.2K - $9.11K
18.3K $124K
HMC
Honda Motor CO LTD

Consumer Cyclical
2.16K
+ 26.13%
$25.0 - $30.93 $54K - $66.8K
10.4K $300K
KRC
Kilroy Realty Corp

Real Estate
1.69K
+ 14.93%
$28.32 - $35.95 $47.9K - $60.9K
13K $447K
OKTA
Okta, Inc.

Technology
1.06K
+ 18.6%
$91.24 - $127.3 $96.3K - $134K
6.73K $672K
TRP
Tc Energy Corp

Energy
1.23K
+ 12.39%
$44.48 - $51.4 $54.6K - $63.1K
11.1K $543K
ADUS
Addus Home Care Corp

Healthcare
189
+ 5.81%
$96.32 - $118.0 $18.2K - $22.3K
3.44K $396K
KIM
Kimco Realty Corp

Real Estate
3.72K
+ 28.11%
$18.7 - $21.69 $69.5K - $80.7K
17K $356K
MDXG
Mimedx Group, Inc.

Healthcare
12.4K
New
$5.88 - $7.69 $73K - $95.5K
12.4K $75K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
1.18K
+ 13.92%
$107.83 - $119.94 $127K - $141K
9.64K $1.04M
NNOX
Nano X Imaging Ltd.

Healthcare
14.4K
New
$4.1 - $5.71 $59.2K - $82.4K
14.4K $74K
FSV
First Service Corp

Real Estate
106
+ 1.69%
$158.93 - $179.74 $16.8K - $19.1K
6.37K $1.11M
EUSB
Ishares Tr Esg Advanced Total

Technology
1.64K
+ 20.62%
$42.54 - $43.56 $69.8K - $71.5K
9.6K $417K
HYDB
Ishares Tr Edge High Yield Def

ETFs
1.08K
+ 1.91%
$44.64 - $47.48 $48.2K - $51.2K
57.4K $2.73M
UTG
Reaves Utility Income Fund

Financial Services
428
+ 2.73%
$29.08 - $36.18 $12.4K - $15.5K
16.1K $582K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.03K
+ 12.52%
$10.8 - $16.92 $32.7K - $51.3K
27.2K $374K
BC
Brunswick Corp

Consumer Cyclical
1.09K
+ 13.43%
$41.93 - $58.37 $45.7K - $63.6K
9.2K $508K
CION
Cion Investment Corp

Financial Services
9.6K
+ 36.73%
$8.68 - $10.48 $83.4K - $101K
35.8K $342K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
771
+ 14.46%
$88.49 - $92.4 $68.2K - $71.2K
6.1K $564K
VCEL
Vericel Corp

Healthcare
2.48K
+ 15.58%
$37.92 - $45.7 $94K - $113K
18.4K $782K
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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