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
XLU
Utilities Sector Spdr

ETFs
65.8K
+ 37.09%
$73.09 - $82.77 $4.81M - $5.45M
243K $19.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
60.2K
+ 6.21%
$45.88 - $54.4 $2.76M - $3.27M
1.03M $56M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.9K
+ 0.34%
$96.84 - $99.46 $3.08M - $3.17M
9.27M $919M
VO
Vanguard Mid Cap ETF

ETFs
11.2K
+ 9.41%
$228.54 - $279.83 $2.55M - $3.12M
130K $36.3M
XLK
Technology Sector Spdr

ETFs
6.51K
+ 7.66%
$179.73 - $253.23 $1.17M - $1.65M
91.4K $23.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
119K
+ 16.54%
$44.68 - $45.96 $5.32M - $5.47M
839K $38.4M
RECS
Columbia ETF Tr I

ETFs
140K
+ 173.5%
$29.4 - $36.79 $4.12M - $5.16M
221K $8.13M
IEMG
Ishares Inc

ETFs
101K
+ 4.92%
N/A
2.15M $115M
EFG
Msci Eafe Growth ETF

ETFs
8.88K
+ 2.43%
$89.8 - $112.0 $798K - $995K
374K $41.9M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
110K
+ 30.85%
$47.42 - $51.67 $5.21M - $5.68M
466K $23.7M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
72K
+ 36.17%
$65.75 - $71.57 $4.73M - $5.15M
271K $19.3M
GS
Goldman Sachs Group Inc

Financial Services
2K
+ 8.53%
$462.22 - $707.75 $925K - $1.42M
25.5K $18M
CRWD
Crowd Strike Holdings, Inc.

Technology
5.76K
+ 40.74%
$321.63 - $509.31 $1.85M - $2.93M
19.9K $10.1M
BOND
Pimco Active Bond Exchange Tra

ETFs
54.9K
+ 20.89%
$89.87 - $92.93 $4.94M - $5.11M
318K $29.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
10.1K
+ 3.97%
$152.42 - $182.82 $1.53M - $1.84M
264K $48.2M
MGK
Vanguard Mega Cap Growth ETF

ETFs
9.67K
+ 42.91%
$273.67 - $366.17 $2.65M - $3.54M
32.2K $11.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
27K
+ 1.54%
$17.76 - $22.1 $480K - $597K
1.78M $39.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
36.7K
+ 9.42%
$59.24 - $71.39 $2.18M - $2.62M
427K $30.4M
ITA
Ishares Tr

ETFs
14.5K
+ 29.06%
$135.31 - $188.64 $1.96M - $2.73M
64.3K $12.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
31.7K
+ 6.96%
$71.28 - $83.74 $2.26M - $2.65M
487K $40.8M
VBR
Vanguard Small Cap Value ETF

ETFs
19.2K
+ 25.81%
$162.76 - $195.77 $3.13M - $3.77M
93.8K $18.3M
PM
Philip Morris International Inc.

Consumer Defensive
11K
+ 10.9%
$149.23 - $184.95 $1.64M - $2.03M
112K $20.4M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
77.8K
+ 9.44%
$37.73 - $43.54 $2.94M - $3.39M
903K $39M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
20.8K
+ 7.02%
$82.17 - $99.96 $1.71M - $2.07M
316K $31.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
41.7K
+ 40.14%
$97.29 - $105.63 $4.06M - $4.4M
146K $14.8M
PHYS
Sprott Physical Gold Trust

Financial Services
133K
+ 32.27%
$22.82 - $26.29 $3.03M - $3.5M
545K $13.8M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
21.4K
+ 13.7%
$61.92 - $81.5 $1.33M - $1.75M
178K $14.5M
COF
Capital One Financial Corp

Financial Services
8.59K
+ 14.61%
$150.57 - $212.76 $1.29M - $1.83M
67.4K $14.3M
ISRG
Intuitive Surgical Inc

Healthcare
4.91K
+ 21.05%
$451.58 - $565.94 $2.22M - $2.78M
28.2K $15.3M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
969
+ 1.87%
$179.95 - $278.88 $174K - $270K
52.9K $14.8M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
25K
+ 17.27%
$91.62 - $109.97 $2.29M - $2.75M
170K $18.7M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18K
+ 6.06%
$114.78 - $133.31 $2.07M - $2.4M
315K $42M
GLD
Spdr Gold Trust

ETFs
4.68K
+ 3.53%
$273.71 - $316.29 $1.28M - $1.48M
137K $41.9M
PULS
Pgim ETF Tr

ETFs
71.4K
+ 9.02%
$49.39 - $49.76 $3.53M - $3.55M
863K $42.9M
OEF
Ishares S&P 100 ETF

ETFs
13.4K
+ 21.47%
N/A
75.9K $20.2M
CSCO
Cisco Systems, Inc.

Technology
4.53K
+ 1.09%
$53.19 - $69.38 $241K - $314K
420K $29.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
56.9K
+ 3.23%
$23.55 - $27.67 $1.34M - $1.57M
1.82M $50.2M
MRVL
Marvell Technology, Inc.

Technology
25.6K
+ 27.19%
$49.38 - $79.97 $1.26M - $2.04M
120K $9.25M
VV
Vanguard Large Cap ETF

ETFs
11K
+ 98.24%
$228.25 - $285.3 $2.52M - $3.15M
22.3K $6.35M
LVHI
Franklin International Low Vol

ETFs
105K
+ 83.38%
$28.91 - $33.28 $3.05M - $3.51M
232K $7.55M
AIQ
Global X Funds Global X Artifi

ETFs
49.3K
+ 29.06%
$31.5 - $43.69 $1.55M - $2.16M
219K $9.57M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
142K
+ 18.02%
$22.68 - $23.28 $3.23M - $3.31M
932K $21.7M
CAT
Caterpillar Inc

Industrials
1.09K
+ 2.23%
$273.94 - $388.21 $300K - $425K
50.2K $19.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
43.5K
+ 15.26%
$72.02 - $73.82 $3.14M - $3.21M
329K $24.2M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
43.2K
+ 5.64%
$28.28 - $34.34 $1.22M - $1.48M
809K $27.4M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4.47K
+ 8.62%
$376.48 - $440.65 $1.68M - $1.97M
56.3K $24.8M
RWL
Invesco Exchange Traded Fd Tr

ETFs
21.4K
+ 13.16%
$89.02 - $104.29 $1.9M - $2.23M
184K $19.2M
MS
Morgan Stanley

Financial Services
2.42K
+ 2.19%
$99.83 - $140.86 $242K - $341K
113K $16M
JCPB
J P Morgan Exchange Traded Fd

ETFs
63.7K
+ 36.07%
$45.9 - $47.2 $2.92M - $3M
240K $11.3M
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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