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
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.22K
+ 7.07%
$24.31 - $25.29 $29.6K - $30.8K
18.4K $466K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
858
+ 2.05%
$21.77 - $24.89 $18.7K - $21.4K
42.8K $997K
TEF
Telefonica S A

Communication Services
4.54K
+ 20.08%
$4.37 - $5.39 $19.8K - $24.5K
27.1K $141K
WSBC
Wesbanco Inc

Financial Services
356
+ 0.94%
$26.79 - $32.33 $9.54K - $11.5K
38.3K $1.21M
ATO
Atmos Energy Corp

Utilities
405
+ 0.71%
$145.06 - $162.66 $58.7K - $65.9K
57.8K $8.91M
FDLO
Fidelity Covington Tr Low Vola

ETFs
134
+ 1.08%
$54.44 - $62.8 $7.29K - $8.42K
12.5K $785K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
381
+ 5.82%
$36.14 - $44.23 $13.8K - $16.9K
6.93K $306K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.36K
+ 11.9%
$21.85 - $22.76 $29.7K - $31K
12.8K $291K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
458
+ 2.62%
$72.12 - $76.23 $33K - $34.9K
18K $1.36M
MGA
Magna International Inc

Consumer Cyclical
112
+ 1.71%
$30.82 - $38.61 $3.45K - $4.32K
6.68K $257K
NOK
Nokia Corp

Technology
6.79K
+ 25.96%
$4.65 - $5.43 $31.6K - $36.9K
32.9K $170K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
3K
+ 24.0%
$1.46 - $3.71 $4.38K - $11.1K
15.5K $55K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
157
+ 5.15%
$81.84 - $93.53 $12.8K - $14.7K
3.21K $297K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
14.9K
+ 62.86%
$1.9 - $2.13 $28.3K - $31.7K
38.5K $82K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
235
+ 3.04%
$38.96 - $44.84 $9.16K - $10.5K
7.97K $357K
VVR
Invesco Senior Income Trust

Financial Services
8K
+ 43.75%
$3.31 - $3.8 $26.5K - $30.4K
26.3K $99K
MRNA
Moderna, Inc.

Healthcare
1.37K
+ 16.92%
$23.65 - $28.54 $32.4K - $39K
9.46K $260K
PATH
Ui Path, Inc.

Technology
404
+ 3.85%
$9.79 - $13.31 $3.96K - $5.38K
10.9K $139K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
608
+ 3.15%
$20.31 - $24.1 $12.3K - $14.7K
19.9K $479K
PHO
Invesco Exchange Traded Fd Tr

ETFs
100
+ 2.29%
$58.13 - $69.92 $5.81K - $6.99K
4.47K $312K
SRLN
Ssga Active Trust

ETFs
475
+ 2.22%
$39.47 - $41.59 $18.7K - $19.8K
21.9K $909K
UDR
Udr, Inc.

Real Estate
1.55K
+ 19.83%
$38.09 - $45.36 $59.1K - $70.4K
9.38K $382K
OC
Owens Corning

Industrials
388
+ 8.48%
$126.32 - $147.75 $49K - $57.3K
4.96K $682K
PFG
Principal Financial Group Inc

Financial Services
865
+ 10.68%
$69.56 - $86.19 $60.2K - $74.6K
8.97K $712K
HIW
Highwoods Properties, Inc.

Real Estate
577
+ 8.53%
$25.31 - $31.85 $14.6K - $18.4K
7.34K $228K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
8.56K
+ 10.84%
$5.62 - $6.14 $48.1K - $52.5K
87.5K $503K
FIZZ
National Beverage Corp

Consumer Defensive
383
+ 5.7%
$41.45 - $46.54 $15.9K - $17.8K
7.11K $307K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
2.8K
+ 2.39%
$45.2 - $53.03 $127K - $148K
120K $6.11M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
95
+ 0.61%
$36.02 - $41.92 $3.42K - $3.98K
15.7K $658K
FSTA
Fidelity Covington Tr Msci Con

ETFs
511
+ 6.47%
$47.94 - $52.5 $24.5K - $26.8K
8.41K $429K
IEV
Ishares Tr Europe ETF

ETFs
58
+ 1.35%
$51.8 - $64.59 $3K - $3.75K
4.37K $276K
NAK
Northern Dynasty Minerals LTD

Basic Materials
19.8K
New
$0.8 - $1.55 $15.8K - $30.6K
19.8K $26K
FNDE
Schwab Fundamental Emerging Mk

ETFs
191
+ 2.2%
$26.66 - $33.09 $5.09K - $6.32K
8.88K $293K
BTBT
Bit Digital, Inc

Financial Services
11.8K
New
$1.73 - $2.69 $20.4K - $31.8K
11.8K $25K
IYY
Ishares Tr

ETFs
2
+ 0.12%
$120.9 - $150.87 $242 - $302
1.72K $258K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
859
+ 4.61%
$16.43 - $18.82 $14.1K - $16.2K
19.5K $366K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.75K
+ 8.37%
$20.19 - $23.59 $35.4K - $41.3K
22.7K $500K
OVV
Ovintiv Inc.

Energy
1.46K
+ 21.93%
$31.18 - $44.14 $45.5K - $64.4K
8.11K $308K
RWO
Spdr Dow Jones Global Real Est

ETFs
262
+ 1.06%
$38.85 - $45.0 $10.2K - $11.8K
25K $1.1M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
483
+ 4.8%
$21.02 - $23.56 $10.2K - $11.4K
10.5K $248K
HSY
Hershey CO

Consumer Defensive
525
+ 4.16%
$151.29 - $173.13 $79.4K - $90.9K
13.2K $2.18M
SLI
Standard Lithium Ltd.

Basic Materials
12K
New
$1.11 - $1.96 $13.4K - $23.6K
12K $23K
ARLP
Alliance Resource Partners LP

Energy
1.31K
+ 12.35%
$24.67 - $27.45 $32.2K - $35.9K
11.9K $310K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
228
+ 3.87%
$53.93 - $61.5 $12.3K - $14K
6.12K $375K
DOX
Amdocs LTD

Technology
266
+ 2.39%
$80.46 - $94.08 $21.4K - $25K
11.4K $1.04M
CX
Cemex Sab De Cv

Basic Materials
205
+ 1.41%
$5.02 - $7.19 $1.03K - $1.47K
14.8K $102K
GLP
Global Partners LP

Energy
727
+ 2.68%
$44.91 - $56.21 $32.6K - $40.9K
27.8K $1.47M
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.18K
+ 9.39%
$13.03 - $15.28 $28.4K - $33.2K
25.3K $371K
GAL
Ssga Active ETF Tr

ETFs
201
+ 3.84%
$41.46 - $47.0 $8.33K - $9.45K
5.44K $255K
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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