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
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
48.4K
+ 290.74%
$91.76 - $103.26 $4.44M - $5M
65.1K $6.02M
HEFA
Ishares Currency Hedged Msci E

ETFs
100K
+ 19.84%
$34.83 - $37.52 $3.49M - $3.76M
605K $21.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
86.8K
+ 24.77%
$49.78 - $53.19 $4.32M - $4.61M
437K $22.3M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
77.3K
+ 11.23%
$28.65 - $33.18 $2.21M - $2.56M
766K $24.2M
MCD
Mcdonalds Corp

Consumer Cyclical
5.91K
+ 5.73%
$279.74 - $321.29 $1.65M - $1.9M
109K $34.1M
AMT
American Tower Corp

Real Estate
7.38K
+ 10.08%
$173.46 - $217.6 $1.28M - $1.61M
80.6K $17.5M
PVAL
Putnam ETF Tr Putnam Focused L
105K
+ 87.17%
$36.8 - $39.59 $3.86M - $4.15M
225K $8.57M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
116K
New
$34.58 - $38.65 $4.01M - $4.48M
116K $4.08M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
87.3K
+ 56.33%
$47.03 - $47.8 $4.11M - $4.17M
242K $11.4M
KO
Coca Cola CO

Consumer Defensive
9.57K
+ 2.67%
$60.81 - $72.32 $582K - $692K
368K $26.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
113K
+ 6.88%
$25.77 - $27.6 $2.92M - $3.12M
1.76M $46.7M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
72.5K
+ 11.2%
$44.41 - $45.98 $3.22M - $3.33M
720K $32.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
31.3K
+ 14.08%
$168.16 - $186.21 $5.26M - $5.83M
254K $43.3M
DFSV
Dimensional ETF Tr Dimensional

ETFs
301K
+ 16.5%
$27.56 - $32.1 $8.28M - $9.65M
2.12M $59.7M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
107K
New
$31.25 - $34.24 $3.36M - $3.68M
107K $3.67M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
34.3K
+ 31.05%
$100.56 - $108.28 $3.45M - $3.72M
145K $14.9M
NTRS
Northern Trust Corp

Financial Services
34.6K
+ 1678.17%
$96.09 - $113.81 $3.32M - $3.94M
36.6K $3.62M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
53.1K
+ 297.12%
$62.43 - $84.12 $3.32M - $4.47M
71K $4.63M
WM
Waste Management Inc

Industrials
1.14K
+ 1.13%
$200.54 - $233.78 $228K - $266K
102K $23.6M
TXN
Texas Instruments Inc

Technology
16.7K
+ 30.2%
N/A
72K $14M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
33.9K
+ 10.05%
$91.45 - $91.75 $3.1M - $3.11M
371K $34M
MA
Mastercard Inc

Financial Services
4.04K
+ 9.08%
$504.67 - $576.31 $2.04M - $2.33M
48.5K $26.6M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
61.6K
+ 22.61%
$33.63 - $37.64 $2.07M - $2.32M
334K $12.4M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
53.3K
+ 25.53%
$50.82 - $52.7 $2.71M - $2.81M
262K $13.8M
TFLO
Ishares Treasury Floating Rate

ETFs
58.6K
+ 63.92%
$50.48 - $50.68 $2.96M - $2.97M
150K $7.61M
PKB
Invesco Exchange Traded Fd Tr

ETFs
44.3K
New
$66.66 - $82.75 $2.95M - $3.66M
44.3K $2.98M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
56.9K
+ 21.24%
$41.61 - $44.72 $2.37M - $2.55M
325K $14.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
28K
+ 23.66%
$100.34 - $100.68 $2.81M - $2.82M
146K $14.7M
VGIT
Vanguard Intermediate Term Tre

ETFs
46.5K
+ 78.84%
$57.44 - $59.4 $2.67M - $2.76M
105K $6.26M
MO
Altria Group, Inc.

Consumer Defensive
13.1K
+ 4.96%
$50.81 - $60.02 $663K - $783K
276K $16.6M
MDT
Medtronic PLC

Healthcare
16.5K
+ 12.73%
$79.84 - $94.5 $1.32M - $1.56M
146K $13.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
18.3K
+ 6.58%
$126.11 - $135.06 $2.31M - $2.48M
297K $38.3M
CB
Chubb LTD

Financial Services
3.67K
+ 5.77%
$257.71 - $301.99 $945K - $1.11M
67.1K $20.3M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.64K
+ 25.34%
$275.89 - $345.24 $1.28M - $1.6M
22.9K $7.92M
PECO
Phillips Edison & Company, Inc.

Real Estate
74.1K
New
$34.43 - $37.49 $2.55M - $2.78M
74.1K $2.71M
UBER
Uber Technologies, Inc

Technology
19.8K
+ 19.85%
$63.17 - $81.49 $1.25M - $1.61M
120K $8.71M
RECS
Columbia ETF Tr I

ETFs
80.8K
New
$32.64 - $36.08 $2.64M - $2.92M
80.8K $2.68M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
18.5K
+ 12.33%
$34.58 - $45.97 $638K - $849K
168K $7.73M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
102K
+ 43.4%
$39.97 - $48.7 $4.08M - $4.97M
337K $13.5M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
56.6K
+ 228.74%
$42.18 - $45.16 $2.39M - $2.56M
81.4K $3.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
71.1K
+ 20.2%
$32.5 - $33.3 $2.31M - $2.37M
423K $14.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
36.6K
+ 8.73%
$78.0 - $84.37 $2.85M - $3.09M
455K $36.4M
PG
Procter & Gamble CO

Consumer Defensive
10.5K
+ 4.42%
$158.56 - $176.26 $1.67M - $1.85M
248K $42.3M
JPM
Jpmorgan Chase & CO

Financial Services
2.39K
+ 0.74%
$225.19 - $279.95 $538K - $669K
323K $79.3M
LKQ
Lkq Corp

Consumer Cyclical
53.6K
+ 617.54%
$36.24 - $44.05 $1.94M - $2.36M
62.2K $2.65M
VONE
Vanguard Russell 1000 ETF

ETFs
10.4K
+ 43.44%
$250.16 - $278.79 $2.6M - $2.89M
34.3K $8.7M
AIQ
Global X Funds Global X Artifi

ETFs
68.8K
+ 68.12%
$36.38 - $42.77 $2.5M - $2.94M
170K $6.18M
AEM
Agnico Eagle Mines LTD

Basic Materials
14.8K
+ 67.27%
$79.66 - $108.41 $1.17M - $1.6M
36.7K $3.98M
CSCO
Cisco Systems, Inc.

Technology
20.5K
+ 5.17%
$58.74 - $64.87 $1.2M - $1.33M
416K $25.7M
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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