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
URA
Global X Uranium ETF

ETFs
4.25K
+ 19.68%
$22.92 - $30.98 $97.5K - $132K
25.9K $593K
JXN
Jackson Financial Inc.

Financial Services
349
+ 7.84%
$79.36 - $97.88 $27.7K - $34.2K
4.8K $402K
JBT
John Bean Technologies Corp

Industrials
136
+ 7.36%
$121.81 - $131.22 $16.6K - $17.8K
1.98K $249K
LXP
Lxp Industrial Trust

Real Estate
136
+ 0.55%
$7.72 - $9.22 $1.05K - $1.25K
24.7K $214K
NMR
Nomura Holdings Inc

Financial Services
1.47K
+ 8.95%
$5.56 - $6.98 $8.2K - $10.3K
17.9K $110K
STWD
Starwood Property Trust, Inc.

Real Estate
320
+ 3.16%
$18.41 - $20.53 $5.89K - $6.57K
10.4K $206K
TREX
Trex CO Inc

Industrials
2.79K
+ 20.79%
$54.0 - $74.44 $151K - $208K
16.2K $942K
EDV
Vanguard Extended Duration Tre

ETFs
29
+ 0.73%
$65.05 - $73.43 $1.89K - $2.13K
3.99K $283K
CNHI
Cnh Industrial N.V.

Industrials
1.28K
+ 3.56%
N/A
37.2K $388K
HMOP
Hartford Fds Exchange Traded T

ETFs
739
+ 1.08%
$38.25 - $39.12 $28.3K - $28.9K
69.1K $2.66M
AQN
Algonquin Power & Utilities Corp.

Utilities
747
+ 5.77%
$4.27 - $5.19 $3.19K - $3.88K
13.7K $70K
ORCC
Owl Rock Capital Corp

Financial Services
996
+ 2.74%
N/A
37.4K $500K
VPN
Global X Fds Data Ctr Reits &

ETFs
764
+ 7.04%
N/A
11.6K $185K
FLRN
Spdr Bloomberg Investment Grad

ETFs
273
+ 0.6%
$30.71 - $30.87 $8.38K - $8.43K
46.1K $1.42M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
444
+ 2.74%
$41.17 - $45.22 $18.3K - $20.1K
16.6K $706K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
413
+ 14.86%
$68.37 - $87.97 $28.2K - $36.3K
3.19K $218K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.22K
+ 5.06%
$20.03 - $23.79 $24.5K - $29K
25.4K $562K
BLDR
Builders First Source, Inc.

Industrials
876
+ 16.14%
$122.8 - $173.51 $108K - $152K
6.3K $787K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
289
+ 1.58%
$17.95 - $18.89 $5.19K - $5.46K
18.6K $342K
POWL
Powell Industries Inc

Industrials
446
+ 35.31%
$155.56 - $311.38 $69.4K - $139K
1.71K $291K
ERIC
Ericsson Lm Telephone CO

Technology
2.06K
+ 14.34%
$7.47 - $8.9 $15.4K - $18.3K
16.4K $127K
AL
Air Lease Corp

Industrials
163
+ 0.73%
$43.38 - $51.13 $7.07K - $8.33K
22.5K $1.09M
GATX
Gatx Corp

Industrials
63
+ 2.14%
$149.94 - $167.38 $9.45K - $10.5K
3.01K $467K
STLD
Steel Dynamics Inc

Basic Materials
113
+ 1.78%
N/A
6.47K $634K
UNF
Unifirst Corp

Industrials
20
+ 0.87%
$169.33 - $230.5 $3.39K - $4.61K
2.31K $402K
EQR
Equity Residential

Real Estate
207
+ 0.8%
$66.98 - $75.02 $13.9K - $15.5K
26K $1.86M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
127
+ 2.46%
$43.76 - $45.31 $5.56K - $5.75K
5.29K $238K
POWI
Power Integrations Inc

Technology
1.53K
+ 25.61%
$50.5 - $66.7 $77K - $102K
7.48K $377K
ALLE
Allegion PLC

Industrials
73
+ 1.78%
$123.79 - $135.5 $9.04K - $9.89K
4.18K $545K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
221
+ 3.73%
N/A
6.14K $249K
JMBS
Janus Detroit Str Tr Henderson

ETFs
49
+ 0.66%
$43.53 - $45.42 $2.13K - $2.23K
7.45K $336K
JWN
Nordstrom Inc

Consumer Cyclical
95
+ 0.45%
$24.01 - $24.46 $2.28K - $2.32K
21.3K $520K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
481
+ 1.73%
$12.18 - $12.91 $5.86K - $6.21K
28.2K $349K
DEA
Easterly Government Properties, Inc.

Real Estate
2.5K
+ 10.12%
$10.26 - $11.77 $25.7K - $29.4K
27.2K $288K
ENTG
Entegris Inc

Technology
2.4K
+ 13.76%
$87.48 - $109.53 $210K - $263K
19.8K $1.73M
HTGC
Hercules Capital, Inc.

Financial Services
935
+ 7.67%
$18.01 - $22.0 $16.8K - $20.6K
13.1K $252K
PIO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$38.78 - $41.4 $116 - $124
7.42K $297K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
3.6K
+ 9.4%
$5.3 - $5.75 $19.1K - $20.7K
41.9K $225K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
1.03K
+ 5.98%
$10.17 - $10.76 $10.4K - $11K
18.2K $187K
UMH
Umh Properties, Inc.

Real Estate
671
+ 2.62%
$17.49 - $19.0 $11.7K - $12.7K
26.3K $491K
BWA
Borgwarner Inc

Consumer Cyclical
1.56K
+ 13.29%
$27.78 - $32.9 $43.2K - $51.2K
13.3K $379K
NAT
Nordic American Tankers LTD

Industrials
1.69K
+ 12.73%
N/A
14.9K $59K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
100
+ 1.04%
$34.85 - $36.87 $3.49K - $3.69K
9.7K $349K
FTSD
Franklin ETF Tr Liberty Short

ETFs
54
+ 2.22%
$90.09 - $90.89 $4.86K - $4.91K
2.48K $225K
FCX
Freeport Mcmoran Inc

Basic Materials
579
+ 0.79%
$34.5 - $43.01 $20K - $24.9K
73.7K $2.79M
IBP
Installed Building Products, Inc.

Consumer Cyclical
60
+ 4.86%
$162.22 - $206.22 $9.73K - $12.4K
1.3K $222K
IYY
Ishares Tr

ETFs
122
+ 7.67%
$134.05 - $149.75 $16.4K - $18.3K
1.71K $233K
KFY
Korn Ferry

Industrials
65
+ 1.54%
$62.52 - $71.6 $4.06K - $4.65K
4.29K $291K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
928
+ 7.8%
$9.38 - $9.81 $8.7K - $9.1K
12.8K $121K
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
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