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
DSGX
Descartes Systems Group Inc

Technology
75
+ 0.52%
$94.15 - $116.93 $7.06K - $8.77K
14.6K $1.49M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
26
+ 0.16%
$12.25 - $15.47 $319 - $402
16.8K $259K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
721
+ 4.05%
$20.23 - $21.04 $14.6K - $15.2K
18.5K $389K
FUBO
Fubo Tv Inc.

Communication Services
1.71K
+ 13.6%
$2.42 - $3.86 $4.13K - $6.59K
14.3K $55K
PNFP
Pinnacle Financial Partners Inc

Financial Services
14
+ 0.34%
$87.19 - $111.51 $1.22K - $1.56K
4.09K $451K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
131
+ 1.43%
$72.71 - $82.56 $9.53K - $10.8K
9.3K $758K
REAX
Real Brokerage Inc

Real Estate
2.13K
+ 9.59%
$3.82 - $4.73 $8.13K - $10.1K
24.3K $109K
AXS
Axis Capital Holdings LTD

Financial Services
59
+ 1.8%
$87.23 - $106.93 $5.15K - $6.31K
3.34K $346K
ERH
Allspring Utilities & High Income Fund

Financial Services
480
+ 2.28%
$9.98 - $11.55 $4.79K - $5.54K
21.5K $248K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
46
+ 0.57%
$26.83 - $33.0 $1.23K - $1.52K
8.13K $267K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
291
+ 6.46%
$42.73 - $45.32 $12.4K - $13.2K
4.8K $217K
DNN
Denison Mines Corp.

Energy
1.5K
+ 5.79%
$1.15 - $1.86 $1.72K - $2.79K
27.4K $49K
OSBC
Old Second Bancorp Inc

Financial Services
201
+ 1.74%
$14.45 - $17.74 $2.9K - $3.57K
11.8K $208K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
325
+ 1.13%
$40.66 - $41.98 $13.2K - $13.6K
29K $1.21M
PVH
Pvh Corp.

Consumer Cyclical
12
+ 0.31%
$60.5 - $87.28 $726 - $1.05K
3.87K $265K
UMBF
Umb Financial Corp

Financial Services
23
+ 0.67%
$86.4 - $107.99 $1.99K - $2.48K
3.46K $363K
JLL
Jones Lang Lasalle Inc

Real Estate
22
+ 1.84%
$204.57 - $256.96 $4.5K - $5.65K
1.22K $311K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.84K
+ 1.28%
$7.51 - $8.49 $13.8K - $15.6K
145K $1.23M
EXPD
Expeditors International Of Washington Inc

Industrials
245
+ 10.1%
$102.84 - $122.24 $25.2K - $29.9K
2.67K $305K
FGRO
Fidelity Covington Tr

ETFs
632
+ 0.31%
N/A
205K $4.58M
PDD
Pinduoduo Inc.

Consumer Cyclical
384
+ 20.16%
$88.35 - $122.19 $33.9K - $46.9K
2.29K $239K
PINK
Simplify Exchange Traded Fds S

ETFs
250
+ 2.99%
$26.92 - $30.05 $6.73K - $7.51K
8.6K $258K
STAG
Stag Industrial, Inc.

Real Estate
324
+ 4.25%
$30.08 - $37.02 $9.75K - $12K
7.94K $288K
ESPR
Esperion Therapeutics, Inc.

Healthcare
12.9K
New
$0.73 - $1.41 $9.4K - $18.2K
12.9K $12K
SITE
Site One Landscape Supply, Inc.

Industrials
139
+ 1.43%
$104.79 - $127.3 $14.6K - $17.7K
9.89K $1.2M
WFG
West Fraser Timber Co., LTD

Basic Materials
345
+ 9.41%
$70.53 - $78.77 $24.3K - $27.2K
4.01K $294K
VPN
Global X Fds Data Ctr Reits &

ETFs
713
+ 6.14%
N/A
12.3K $196K
KHC
Kraft Heinz CO

Consumer Defensive
5.86K
+ 19.24%
$25.61 - $30.81 $150K - $181K
36.3K $938K
PCG
Pg&E Corp

Utilities
8.12K
+ 25.86%
$13.55 - $17.87 $110K - $145K
39.5K $550K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
10.2K
New
$0.63 - $1.42 $6.43K - $14.5K
10.2K $11K
DHS
Wisdomtree Tr U.S

ETFs
242
+ 6.25%
$87.71 - $98.37 $21.2K - $23.8K
4.11K $394K
ALL
Allstate Corp

Financial Services
704
+ 3.08%
$180.53 - $212.64 $127K - $150K
23.6K $4.75M
BGT
Blackrock Floating Rate Income Trust

Financial Services
580
+ 1.69%
$10.95 - $12.62 $6.35K - $7.32K
35K $437K
BRO
Brown & Brown, Inc.

Financial Services
1.54K
+ 12.97%
$104.48 - $124.43 $160K - $191K
13.4K $1.48M
CNHI
Cnh Industrial N.V.

Industrials
994
+ 2.67%
N/A
38.2K $398K
CMA
Comerica Inc

Financial Services
115
+ 2.47%
$50.42 - $59.65 $5.8K - $6.86K
4.77K $284K
IDA
Idacorp Inc

Utilities
115
+ 2.89%
$111.01 - $119.72 $12.8K - $13.8K
4.1K $472K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
129
+ 0.73%
$25.27 - $27.14 $3.26K - $3.5K
17.9K $484K
MMS
Maximus, Inc.

Industrials
45
+ 1.35%
$65.54 - $76.8 $2.95K - $3.46K
3.37K $236K
MFG
Mizuho Financial Group Inc

Financial Services
551
+ 0.43%
$4.25 - $5.66 $2.34K - $3.12K
129K $715K
ODFL
Old Dominion Freight Line, Inc.

Industrials
130
+ 3.64%
$146.74 - $176.07 $19.1K - $22.9K
3.7K $600K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.39K
+ 16.02%
$30.03 - $40.05 $41.8K - $55.7K
10.1K $355K
JBT
John Bean Technologies Corp

Industrials
70
+ 3.53%
N/A
2.05K $258K
ADT
Adt Inc.

Industrials
291
+ 1.97%
$7.54 - $8.6 $2.19K - $2.5K
15K $127K
NOVT
Novanta Inc

Technology
48
+ 0.58%
N/A
8.32K $1.31M
IGHG
Proshares Investment Grade Int

ETFs
43
+ 1.33%
$74.89 - $78.35 $3.22K - $3.37K
3.28K $257K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
152
+ 3.58%
$58.95 - $66.19 $8.96K - $10.1K
4.4K $286K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
1.91K
+ 16.9%
$3.55 - $4.0 $6.77K - $7.63K
13.2K $52K
DPZ
Dominos Pizza Inc

Consumer Cyclical
37
+ 3.43%
$430.72 - $497.52 $15.9K - $18.4K
1.12K $503K
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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