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
SMG
Scotts Miracle Gro CO

Basic Materials
1.8K
+ 22.1%
$54.76 - $77.7 $98.7K - $140K
9.96K $546K
GAL
Ssga Active ETF Tr

ETFs
62
+ 1.2%
$43.75 - $45.8 $2.71K - $2.84K
5.24K $234K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
438
+ 14.44%
$186.55 - $250.04 $81.7K - $110K
3.47K $699K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
153
+ 0.88%
$10.18 - $10.65 $1.56K - $1.63K
17.5K $182K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
11.7K
New
$0.29 - $0.96 $3.4K - $11.3K
11.7K $5K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
201
+ 3.53%
$58.09 - $67.05 $11.7K - $13.5K
5.89K $353K
BBDC
Barings Bdc, Inc.

Financial Services
469
+ 2.91%
$9.36 - $10.78 $4.39K - $5.06K
16.6K $158K
BLFS
Biolife Solutions Inc

Healthcare
1.25K
+ 15.97%
$22.84 - $28.49 $28.6K - $35.6K
9.08K $207K
DY
Dycom Industries Inc

Industrials
286
+ 15.69%
$136.75 - $200.56 $39.1K - $57.4K
2.11K $321K
EXP
Eagle Materials Inc

Basic Materials
166
+ 12.63%
$207.49 - $262.13 $34.4K - $43.5K
1.48K $328K
VRIG
Invesco Actively Managed ETF F

ETFs
201
+ 1.15%
$25.06 - $25.19 $5.04K - $5.06K
17.7K $444K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.35K
+ 3.82%
$11.22 - $11.8 $15.1K - $15.9K
36.5K $409K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
106
+ 0.6%
$26.64 - $27.14 $2.82K - $2.88K
17.7K $474K
ROUS
Hartford Multifactor Us Equity

ETFs
364
+ 0.4%
$49.44 - $53.78 $18K - $19.6K
92.2K $4.68M
MOD
Modine Manufacturing CO

Consumer Cyclical
1.93K
+ 52.49%
$76.06 - $142.68 $147K - $275K
5.61K $430K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.21K
+ 3.78%
$237.72 - $276.98 $287K - $334K
33.1K $8.1M
WBS
Webster Financial Corp

Financial Services
377
+ 9.24%
$47.55 - $61.41 $17.9K - $23.2K
4.46K $229K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
230
+ 0.74%
$10.53 - $11.08 $2.42K - $2.55K
31.2K $334K
BGT
Blackrock Floating Rate Income Trust

Financial Services
1.4K
+ 4.24%
$12.34 - $12.93 $17.3K - $18.1K
34.4K $427K
CMA
Comerica Inc

Financial Services
257
+ 5.84%
$56.11 - $68.38 $14.4K - $17.6K
4.65K $274K
DIV
Global X Superdividend Us ETF

ETFs
150
+ 0.8%
N/A
19K $326K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
63
+ 0.94%
$40.38 - $42.65 $2.54K - $2.69K
6.74K $279K
NTAP
Net App, Inc.

Technology
1.16K
+ 33.17%
$87.84 - $126.3 $101K - $146K
4.64K $407K
ISMD
Northern Lts Fd Tr Iv

ETFs
939
+ 11.11%
$33.87 - $38.9 $31.8K - $36.5K
9.39K $320K
PFN
Pimco Income Strategy Fund Ii

Financial Services
353
+ 3.02%
$7.41 - $7.64 $2.62K - $2.7K
12K $90K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
608
+ 4.76%
$5.87 - $6.26 $3.57K - $3.81K
13.4K $78K
BIGZ
Black Rock Innovation & Growth Trust
1.68K
+ 15.22%
$6.4 - $8.25 $10.8K - $13.9K
12.7K $84K
CMC
Commercial Metals CO

Basic Materials
503
+ 8.3%
$43.22 - $53.05 $21.7K - $26.7K
6.57K $302K
NIO
Nio Inc.

Consumer Cyclical
5.31K
+ 16.26%
$3.75 - $5.22 $19.9K - $27.7K
37.9K $144K
OMF
One Main Holdings, Inc.

Financial Services
427
+ 7.57%
$45.35 - $58.06 $19.4K - $24.8K
6.07K $296K
PIM
Putnam Master Intermediate Income Trust

Financial Services
199
+ 1.23%
$3.23 - $3.35 $643 - $667
16.3K $54K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
505
+ 2.18%
$2.1 - $2.18 $1.06K - $1.1K
23.7K $50K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
241
+ 2.18%
$3.92 - $4.13 $945 - $995
11.3K $44K
Capital Group International
661
+ 6.67%
N/A
10.6K $0
Capital Group Dividend Growe
23.8K
+ 43.17%
N/A
78.9K $0
TAFI
Ab Active Etfs Inc Tax Aware S
22.7K
New
N/A
22.7K $0
TTAI
Fcf International Quality ETF
3
+ 0.03%
N/A
9.25K $0
Aim ETF Products Trust
1.56K
+ 19.02%
N/A
9.73K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
2.89K
+ 20.8%
N/A
16.8K $0
Aim ETF Products Trust
3.37K
+ 31.46%
N/A
14.1K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
1.25K
+ 4.0%
N/A
32.4K $0
Amc Entmt Hldgs Inc
4.55K
+ 5.48%
N/A
87.7K $0
American Healthcare Reit Inc
6.62K
+ 24.04%
N/A
34.2K $0
Amplify ETF Tr
191
+ 7.08%
N/A
2.89K $0
Annaly Capital Management In
5.02K
+ 10.89%
N/A
51.1K $0
Arista Networks Inc
7.49K
+ 13.48%
N/A
63K $0
Asp Isotopes Inc
141
+ 1.41%
N/A
10.1K $0
Atlas Energy Solutions Inc
3.43K
+ 12.02%
N/A
31.9K $0
Atlassian Corporation
1.4K
+ 47.33%
N/A
4.36K $0
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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