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
IBB
Ishares Biotechnology ETF

ETFs
128
+ 2.02%
$112.02 - $129.0 $14.3K - $16.5K
6.47K $817K
ORI
Old Republic International Corp

Financial Services
295
+ 4.73%
$35.25 - $39.79 $10.4K - $11.7K
6.54K $251K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
65
+ 4.32%
$139.81 - $165.8 $9.09K - $10.8K
1.57K $243K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
1.72K
+ 10.0%
$2.29 - $2.6 $3.94K - $4.48K
18.9K $49K
CBU
Community Bank System, Inc.

Financial Services
94
+ 1.88%
$50.88 - $58.16 $4.78K - $5.47K
5.08K $289K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
218
+ 2.25%
$32.53 - $36.4 $7.09K - $7.94K
9.92K $355K
FTSD
Franklin ETF Tr Liberty Short

ETFs
62
+ 2.5%
$90.19 - $91.19 $5.59K - $5.65K
2.55K $231K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
15K
New
$0.38 - $0.51 $5.7K - $7.65K
15K $6K
MRTN
Marten Transport LTD

Industrials
2.03K
+ 7.37%
$12.69 - $13.95 $25.8K - $28.4K
29.6K $384K
OVID
Ovid Therapeutics Inc.

Healthcare
17K
New
$0.26 - $0.35 $4.42K - $5.95K
17K $5K
HMN
Horace Mann Educators Corp

Financial Services
35
+ 0.27%
$38.84 - $43.99 $1.36K - $1.54K
13.2K $567K
IBDV
Ishares Tr

Technology
104
+ 0.94%
$21.28 - $21.98 $2.21K - $2.29K
11.2K $246K
PRGO
Perrigo CO PLC

Healthcare
910
+ 6.17%
$24.36 - $27.91 $22.2K - $25.4K
15.7K $418K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
4
+ 0.06%
$37.87 - $42.54 $151 - $170
6.74K $283K
PR
Permian Resources Corporation

Energy
2.74K
+ 1.93%
$10.36 - $14.93 $28.3K - $40.8K
144K $1.96M
REG
Regency Centers Corp

Real Estate
268
+ 4.42%
$65.48 - $74.74 $17.5K - $20K
6.33K $450K
WOLF
Wolfspeed, Inc.

Technology
10.7K
New
$0.4 - $4.46 $4.26K - $47.5K
10.7K $4K
BURL
Burlington Stores, Inc.

Consumer Cyclical
76
+ 2.85%
$215.78 - $270.12 $16.4K - $20.5K
2.74K $637K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
457
+ 1.57%
$3.84 - $4.48 $1.75K - $2.05K
29.5K $129K
SCVL
Shoe Carnival Inc

Consumer Cyclical
2.68K
+ 18.65%
$16.75 - $23.0 $44.9K - $61.7K
17.1K $319K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
98
+ 0.94%
$8.7 - $10.12 $853 - $992
10.6K $105K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
52
+ 0.35%
$7.98 - $10.06 $415 - $523
15.1K $145K
VRIG
Invesco Actively Managed ETF F

ETFs
106
+ 0.6%
$24.89 - $25.14 $2.64K - $2.66K
17.8K $446K
VCIF
Vertical Capital Income Fund

Financial Services
181
+ 1.46%
N/A
12.5K $102K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
673
+ 4.88%
$12.37 - $14.5 $8.33K - $9.76K
14.5K $200K
PIM
Putnam Master Intermediate Income Trust

Financial Services
326
+ 1.99%
$3.18 - $3.37 $1.04K - $1.1K
16.7K $55K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
44
+ 0.21%
N/A
20.8K $211K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
166
+ 1.38%
$5.09 - $5.8 $845 - $963
12.2K $70K
Listed Fds Tr
6.37K
New
N/A
6.37K $0
Capital Group New Geography
203K
+ 323.03%
N/A
266K $0
TAFI
Ab Active Etfs Inc Tax Aware S
450
+ 1.98%
N/A
23.1K $0
YEAR
Ab Active Etfs Inc Ultra Short
87
+ 0.7%
N/A
12.5K $0
TTAI
Fcf International Quality ETF
10
+ 0.11%
N/A
9.26K $0
Aim ETF Products Trust
14.2K
New
N/A
14.2K $0
Aim ETF Products Trust
95
+ 0.68%
N/A
14.2K $0
Aim ETF Products Trust
8.97K
New
N/A
8.97K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
43
+ 0.13%
N/A
32.4K $0
Amc Entmt Hldgs Inc
14.7K
+ 16.76%
N/A
102K $0
American Healthcare Reit Inc
3.68K
+ 10.77%
N/A
37.8K $0
Amplify ETF Tr
21.6K
New
N/A
21.6K $0
Annaly Capital Management In
11K
+ 21.43%
N/A
62.1K $0
Arista Networks Inc
2.93K
+ 4.64%
N/A
66K $0
Asp Isotopes Inc
352
+ 3.47%
N/A
10.5K $0
Astera Labs Inc
3.14K
New
N/A
3.14K $0
Atlassian Corporation
292
+ 6.7%
N/A
4.65K $0
Barrick Mng Corp
57.8K
New
N/A
57.8K $0
Blackrock ETF Trust
148K
New
N/A
148K $0
Blackrock ETF Trust
3.73K
+ 6.71%
N/A
59.2K $0
Blackrock ETF Trust
292K
+ 730.96%
N/A
332K $0
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