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
ABEV
Ambev S.A.

Consumer Defensive
4.63K
+ 0.63%
$2.15 - $2.55 $9.95K - $11.8K
744K $1.79M
SABR
Sabre Corp

Consumer Cyclical
22.2K
New
$1.95 - $3.18 $43.2K - $70.4K
22.2K $70K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
924
+ 28.95%
$60.29 - $71.77 $55.7K - $66.3K
4.12K $288K
CSGP
Costar Group, Inc.

Real Estate
555
+ 2.68%
$72.62 - $83.22 $40.3K - $46.2K
21.3K $1.71M
IYK
Ishares U.S. Consumer Staples

ETFs
1.37K
+ 5.39%
$67.29 - $72.42 $92.1K - $99.1K
26.8K $1.89M
ROST
Ross Stores, Inc.

Consumer Cyclical
564
+ 3.74%
$126.62 - $154.26 $71.4K - $87K
15.6K $2M
IOT
Samsara Inc.

Technology
1.4K
+ 15.0%
$33.46 - $47.74 $46.7K - $66.7K
10.7K $426K
ACGL
Arch Capital Group Ltd.

Financial Services
2.24K
+ 8.48%
$84.99 - $96.82 $190K - $216K
28.6K $2.6M
FBT
First Trust Nyse Arca Biotechn

ETFs
754
+ 12.55%
$145.67 - $165.99 $110K - $125K
6.76K $1.09M
INFY
Infosys LTD

Technology
3.16K
+ 9.83%
$16.14 - $18.75 $51K - $59.2K
35.3K $653K
NDSN
Nordson Corp

Industrials
129
+ 3.99%
$167.51 - $223.5 $21.6K - $28.8K
3.36K $720K
INTF
Ishares Tr

ETFs
18
+ 0.09%
$27.6 - $34.51 $497 - $621
19.8K $677K
JEF
Jefferies Financial Group Inc.

Financial Services
1.05K
+ 12.49%
$41.06 - $56.09 $43.2K - $59K
9.48K $518K
CMS
Cms Energy Corp

Utilities
3.12K
+ 12.12%
$68.57 - $75.51 $214K - $236K
28.9K $2M
ITGR
Integer Holdings Corp

Healthcare
417
+ 14.19%
$106.73 - $126.93 $44.5K - $52.9K
3.36K $412K
SBSW
Sibanye Stillwater LTD

Basic Materials
2.7K
+ 15.29%
$3.22 - $7.55 $8.69K - $20.4K
20.4K $146K
BALL
Ball Corp

Consumer Cyclical
277
+ 2.28%
$44.94 - $56.99 $12.4K - $15.8K
12.4K $696K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.39K
+ 26.22%
$43.65 - $45.44 $60.5K - $63K
6.68K $303K
IYJ
Ishares Tr

ETFs
191
+ 6.0%
$115.07 - $142.31 $22K - $27.2K
3.37K $479K
PAGP
Plains Gp Holdings LP

Energy
8.19K
+ 16.84%
$17.24 - $21.61 $141K - $177K
56.8K $1.1M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
10.3K
New
$5.25 - $6.28 $53.9K - $64.5K
10.3K $64K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
4.03K
+ 11.12%
$9.66 - $11.35 $38.9K - $45.7K
40.3K $456K
INVA
Innoviva, Inc.

Healthcare
1.12K
+ 5.48%
$17.1 - $21.8 $19.2K - $24.5K
21.6K $434K
MFC
Manulife Financial Corp

Financial Services
1.49K
+ 7.86%
$26.93 - $32.44 $40.1K - $48.3K
20.4K $652K
NI
Nisource Inc.

Utilities
582
+ 0.37%
$37.11 - $40.64 $21.6K - $23.7K
160K $6.44M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.49K
+ 18.73%
$11.71 - $13.88 $40.9K - $48.5K
22.1K $307K
WETF
Wisdom Tree Investments, Inc.

Financial Services
11.7K
New
N/A
11.7K $63K
CF
Cf Industries Holdings, Inc.

Basic Materials
190
+ 5.88%
$68.47 - $102.48 $13K - $19.5K
3.42K $314K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
1.99K
+ 14.13%
$26.63 - $32.97 $52.9K - $65.5K
16.1K $486K
HES
Hess Corp

Energy
1.18K
+ 24.37%
$126.32 - $161.29 $149K - $190K
6.02K $834K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.05K
+ 18.13%
$28.21 - $28.85 $57.9K - $59.2K
13.4K $384K
UNF
Unifirst Corp

Industrials
149
+ 6.45%
$161.86 - $189.64 $24.1K - $28.3K
2.46K $463K
HLNE
Hamilton Lane Inc

Financial Services
801
+ 9.67%
$126.65 - $175.49 $101K - $141K
9.08K $1.29M
USA
Liberty All Star Equity Fund

Financial Services
8.23K
+ 50.35%
$5.9 - $6.81 $48.6K - $56.1K
24.6K $167K
NHI
National Health Investors Inc

Real Estate
1.12K
+ 22.11%
$68.74 - $76.77 $76.7K - $85.7K
6.16K $432K
DGX
Quest Diagnostics Inc

Healthcare
436
+ 4.85%
N/A
9.43K $1.29M
ZWS
Zurn Water Solutions Corp

Industrials
402
+ 3.17%
$28.5 - $37.54 $11.5K - $15.1K
13.1K $477K
JMIA
Jumia Technologies Ag

Consumer Cyclical
14.8K
New
$1.73 - $4.02 $25.5K - $59.3K
14.8K $59K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
11.8K
New
$3.97 - $5.84 $46.9K - $69K
11.8K $59K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
228
+ 1.75%
$36.45 - $42.47 $8.31K - $9.68K
13.3K $558K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
27
+ 0.3%
$86.58 - $104.98 $2.34K - $2.83K
8.91K $935K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.13K
+ 9.71%
$47.89 - $48.65 $54.2K - $55K
12.8K $621K
OSIS
Osi Systems Inc

Technology
20
+ 1.16%
$174.22 - $239.05 $3.48K - $4.78K
1.74K $391K
SPSC
Sps Commerce Inc

Technology
229
+ 3.08%
$121.61 - $152.67 $27.8K - $35K
7.67K $1.04M
ISMD
Northern Lts Fd Tr Iv

ETFs
1.2K
+ 12.75%
$29.72 - $35.6 $35.6K - $42.6K
10.6K $376K
UNP
Union Pacific Corp

Industrials
1.22K
+ 3.36%
$208.27 - $238.46 $253K - $290K
37.4K $8.61M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
236
+ 2.09%
$32.08 - $39.57 $7.57K - $9.34K
11.5K $455K
MTRN
Materion Corp

Basic Materials
795
+ 21.29%
$72.15 - $84.25 $57.4K - $67K
4.53K $359K
SWX
Southwest Gas Holdings, Inc.

Utilities
629
+ 18.56%
$66.91 - $76.44 $42.1K - $48.1K
4.02K $298K
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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