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
ERIC
Ericsson Lm Telephone CO

Technology
5.15K
+ 31.4%
$6.77 - $8.86 $34.9K - $45.6K
21.5K $182K
VNQI
Vanguard Global Ex U.S. Real

ETFs
534
+ 10.04%
$37.77 - $46.15 $20.2K - $24.6K
5.86K $270K
FLBR
Franklin Templeton ETF Tr

ETFs
1.5K
+ 8.41%
$14.81 - $18.21 $22.2K - $27.3K
19.3K $346K
FXU
First Tr Exchange Traded Fd Ut

ETFs
519
+ 2.39%
$37.86 - $43.29 $19.6K - $22.5K
22.3K $943K
IIIV
I3 Verticals, Inc.

Technology
104
+ 0.6%
$22.76 - $27.48 $2.37K - $2.86K
17.6K $483K
DORM
Dorman Products, Inc.

Consumer Cyclical
310
+ 5.19%
$108.29 - $132.03 $33.6K - $40.9K
6.28K $770K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
18
+ 1.05%
$140.37 - $177.56 $2.53K - $3.2K
1.74K $298K
TW
Tradeweb Markets Inc.

Financial Services
372
+ 24.65%
$125.37 - $149.02 $46.6K - $55.4K
1.88K $275K
JHSC
John Hancock ETF Tr Multifacto

ETFs
547
+ 3.44%
$32.47 - $39.09 $17.8K - $21.4K
16.4K $642K
ZLAB
Zai Lab LTD

Healthcare
1.64K
+ 26.37%
$24.32 - $43.03 $40K - $70.7K
7.88K $275K
NAT
Nordic American Tankers LTD

Industrials
12.3K
+ 82.64%
N/A
27.3K $108K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
752
+ 24.61%
$60.03 - $72.0 $45.1K - $54.1K
3.81K $252K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.38K
+ 14.58%
$23.19 - $25.35 $32K - $35K
10.8K $274K
BLKB
Blackbaud Inc

Technology
352
+ 2.98%
$59.04 - $64.55 $20.8K - $22.7K
12.2K $781K
GPI
Group 1 Automotive Inc

Consumer Cyclical
31
+ 4.98%
$372.3 - $448.86 $11.5K - $13.9K
653 $285K
IIPR
Innovative Industrial Properties Inc

Real Estate
682
+ 8.02%
$48.03 - $58.9 $32.8K - $40.2K
9.19K $507K
MET
Metlife Inc

Financial Services
522
+ 1.22%
$68.42 - $82.49 $35.7K - $43.1K
43.4K $3.49M
RNR
Renaissancere Holdings LTD

Financial Services
163
+ 6.3%
$220.37 - $253.95 $35.9K - $41.4K
2.75K $668K
KWR
Quaker Chemical Corp

Basic Materials
745
+ 23.26%
$97.26 - $124.36 $72.5K - $92.6K
3.95K $441K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.61K
+ 5.28%
$24.54 - $25.07 $39.5K - $40.4K
32.1K $804K
LYV
Live Nation Entertainment, Inc.

Communication Services
83
+ 5.27%
$118.81 - $151.28 $9.86K - $12.6K
1.66K $250K
RGA
Reinsurance Group Of America Inc

Financial Services
198
+ 5.11%
$168.32 - $209.71 $33.3K - $41.5K
4.08K $808K
CWB
Spdr Bloomberg Convertible Sec

ETFs
275
+ 7.67%
$71.86 - $82.66 $19.8K - $22.7K
3.86K $319K
LCID
Lucid Group, Inc.

Consumer Cyclical
22.6K
+ 157.61%
$2.1 - $2.96 $47.5K - $67K
37K $78K
VOD
Vodafone Group Public LTD CO

Communication Services
2.15K
+ 13.51%
$8.19 - $10.66 $17.6K - $22.9K
18K $192K
UEC
Uranium Energy Corp

Energy
1.6K
+ 10.02%
$4.0 - $7.05 $6.4K - $11.3K
17.6K $119K
LSTR
Landstar System Inc

Industrials
488
+ 21.81%
$131.55 - $151.93 $64.2K - $74.1K
2.73K $378K
NOG
Northern Oil & Gas, Inc.

Energy
2.3K
+ 18.91%
$20.6 - $32.16 $47.4K - $74K
14.5K $410K
PB
Prosperity Bancshares Inc

Financial Services
731
+ 9.68%
$63.76 - $73.75 $46.6K - $53.9K
8.29K $581K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
110
+ 2.84%
$93.75 - $114.45 $10.3K - $12.6K
3.98K $455K
CNC
Centene Corp

Healthcare
2.8K
+ 16.15%
$53.4 - $64.29 $150K - $180K
20.2K $1.09M
JNK
Spdr Bloomberg High Yield Bond

ETFs
218
+ 2.27%
$91.23 - $97.27 $19.9K - $21.2K
9.84K $957K
CWT
California Water Service Group

Utilities
1.2K
+ 24.48%
$44.67 - $51.36 $53.7K - $61.8K
6.12K $278K
IQV
Iqvia Holdings Inc.

Healthcare
1.47K
+ 14.38%
$137.0 - $174.37 $202K - $256K
11.7K $1.84M
ADC
Agree Realty Corp

Real Estate
924
+ 13.32%
$70.68 - $79.12 $65.3K - $73.1K
7.86K $574K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.01%
$29.36 - $35.56 $58.7 - $71.1
15.8K $563K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.44K
+ 6.94%
$18.11 - $18.97 $44.2K - $46.3K
37.6K $708K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.34K
+ 8.52%
$12.7 - $16.07 $17K - $21.5K
17K $261K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.53K
+ 8.77%
$23.96 - $24.27 $36.6K - $37.1K
19K $460K
SLGN
Silgan Holdings Inc

Consumer Cyclical
456
+ 9.74%
$45.48 - $56.15 $20.7K - $25.6K
5.14K $278K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
20
+ 0.12%
$51.81 - $61.79 $1.04K - $1.24K
17.2K $1.06M
ARGX
Argenx Se

Healthcare
142
+ 14.2%
$532.27 - $656.65 $75.6K - $93.2K
1.14K $629K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
402
+ 2.64%
$29.61 - $35.32 $11.9K - $14.2K
15.6K $506K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.39K
+ 14.49%
$24.94 - $25.42 $34.7K - $35.4K
11K $279K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.07K
+ 3.46%
$24.12 - $25.48 $25.8K - $27.2K
32K $814K
AQN
Algonquin Power & Utilities Corp.

Utilities
4.94K
+ 36.06%
$4.56 - $6.22 $22.5K - $30.7K
18.6K $106K
BTEGF
Baytex Energy Corp.

Energy
10K
New
N/A
10K $36K
CDE
Coeur Mining, Inc.

Basic Materials
155
+ 1.33%
$4.81 - $9.46 $746 - $1.47K
11.8K $104K
AOA
Ishares Tr Core Aggressive All

ETFs
9
+ 0.18%
$69.46 - $83.4 $625 - $751
5.15K $429K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email