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
LXFR
Luxfer Holdings PLC

Industrials
10.4K
+ 13.47%
$11.56 - $14.71 $120K - $153K
87.7K $1.04M
KBE
Spdr S&P Bank ETF

ETFs
942
+ 10.77%
$51.28 - $59.92 $48.3K - $56.4K
9.69K $513K
AYI
Acuity Brands Inc

Industrials
186
+ 24.09%
$257.8 - $337.07 $48K - $62.7K
958 $252K
XCEM
Columbia ETF Tr Ii

ETFs
948
+ 9.05%
$29.18 - $30.72 $27.7K - $29.1K
11.4K $337K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
348
+ 10.27%
$66.3 - $74.17 $23.1K - $25.8K
3.74K $259K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
2.6K
+ 9.81%
$11.13 - $11.61 $29K - $30.2K
29.1K $326K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.1K
+ 1.14%
$62.72 - $71.92 $69.1K - $79.2K
97.5K $6.14M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
421
+ 4.52%
N/A
9.73K $607K
ORI
Old Republic International Corp

Financial Services
171
+ 2.82%
$33.46 - $39.22 $5.72K - $6.71K
6.24K $244K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
1.96K
+ 1.26%
$7.75 - $7.98 $15.2K - $15.6K
158K $1.23M
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.12K
+ 3.99%
$15.13 - $18.07 $17K - $20.3K
29.2K $483K
TXT
Textron Inc

Industrials
689
+ 11.3%
$70.19 - $81.2 $48.4K - $55.9K
6.79K $490K
REAX
Real Brokerage Inc

Real Estate
7.62K
+ 52.25%
$4.06 - $5.51 $30.9K - $42K
22.2K $90K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
14.5K
New
$1.06 - $2.12 $15.4K - $30.7K
14.5K $23K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
12.5K
New
$0.91 - $1.94 $11.4K - $24.3K
12.5K $23K
RNR
Renaissancere Holdings LTD

Financial Services
185
+ 7.7%
$226.55 - $263.22 $41.9K - $48.7K
2.59K $621K
WFG
West Fraser Timber Co., LTD

Basic Materials
665
+ 22.15%
$75.63 - $92.16 $50.3K - $61.3K
3.67K $282K
POWW
Ammo, Inc.

Industrials
1.62K
+ 2.33%
$1.17 - $1.88 $1.9K - $3.05K
71.4K $98K
BXP
Boston Properties Inc

Real Estate
1.34K
+ 14.19%
$63.97 - $74.91 $85.8K - $100K
10.8K $724K
MLAB
Mesa Laboratories Inc

Technology
373
+ 22.43%
$118.66 - $154.76 $44.3K - $57.7K
2.04K $241K
TRP
Tc Energy Corp

Energy
344
+ 3.6%
$44.29 - $49.27 $15.2K - $16.9K
9.91K $467K
IRMD
Iradimed Corp

Healthcare
599
+ 15.18%
$51.44 - $62.67 $30.8K - $37.5K
4.55K $238K
BPOP
Popular, Inc.

Financial Services
307
+ 7.21%
$87.14 - $106.33 $26.8K - $32.6K
4.56K $421K
SON
Sonoco Products CO

Consumer Cyclical
767
+ 8.38%
$44.71 - $49.22 $34.3K - $37.8K
9.92K $468K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
38.5K
New
$0.44 - $1.52 $16.9K - $58.5K
38.5K $21K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
140
+ 1.83%
$69.87 - $75.62 $9.78K - $10.6K
7.79K $564K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
547
+ 10.22%
$221.78 - $273.45 $121K - $150K
5.9K $1.34M
EUSB
Ishares Tr Esg Advanced Total

Technology
329
+ 4.31%
$42.05 - $43.43 $13.8K - $14.3K
7.96K $344K
ITUB
Itau Unibanco Holding S.A.

Financial Services
2.47K
+ 21.61%
$4.87 - $6.28 $12K - $15.5K
13.9K $76K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
548
+ 1.92%
$3.88 - $4.37 $2.13K - $2.39K
29.1K $126K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.83K
+ 5.47%
$19.04 - $20.15 $34.7K - $36.8K
35.2K $669K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
609
+ 17.95%
$54.9 - $62.36 $33.4K - $38K
4K $222K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
24
+ 0.42%
$39.43 - $44.62 $946 - $1.07K
5.69K $244K
ARLP
Alliance Resource Partners LP

Energy
277
+ 2.69%
$24.47 - $29.24 $6.78K - $8.1K
10.6K $288K
PLUG
Plug Power Inc

Industrials
13.6K
New
$1.34 - $3.15 $18.2K - $42.8K
13.6K $18K
TRU
Trans Union

Industrials
869
+ 15.48%
$80.45 - $100.25 $69.9K - $87.1K
6.48K $538K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
396
+ 3.63%
$34.06 - $36.44 $13.5K - $14.4K
11.3K $399K
AME
Ametek Inc

Industrials
329
+ 6.62%
$170.39 - $190.43 $56.1K - $62.7K
5.3K $912K
BLIN
Bridgeline Digital, Inc.

Technology
11K
New
$1.23 - $2.35 $13.5K - $25.9K
11K $16K
ENS
Ener Sys

Industrials
338
+ 1.85%
$89.62 - $103.2 $30.3K - $34.9K
18.6K $1.7M
FDRR
Fidelity Covington Tr Divid Et

ETFs
596
+ 6.5%
$49.65 - $53.98 $29.6K - $32.2K
9.76K $487K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
195
+ 3.8%
$92.03 - $93.95 $17.9K - $18.3K
5.33K $492K
JHG
Janus Henderson Group PLC

Financial Services
1.56K
+ 24.59%
$35.98 - $45.94 $56.2K - $71.8K
7.92K $286K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
1.6K
+ 14.55%
$12.0 - $12.5 $19.2K - $20K
12.6K $151K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
1.78K
+ 3.91%
$11.75 - $12.34 $20.9K - $22K
47.3K $557K
SCI
Service Corp International

Consumer Cyclical
174
+ 3.39%
$75.99 - $84.16 $13.2K - $14.6K
5.3K $425K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
121
+ 0.9%
$99.16 - $99.52 $12K - $12K
13.5K $1.34M
TPHD
Timothy Plan High Divid Stk Et

ETFs
184
+ 2.66%
$36.09 - $38.27 $6.64K - $7.04K
7.1K $267K
FLS
Flowserve Corp

Industrials
1.16K
+ 24.09%
$46.47 - $64.75 $54K - $75.3K
5.99K $292K
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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