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
LCTD
Blackrock ETF World Ex Us Carb
132
+ 2.55%
N/A
5.3K $0
Blackrock ETF Trust Ii
51.7K
+ 22.14%
N/A
285K $0
Blackrock Inc
628
+ 4.15%
N/A
15.7K $0
Blackrock Income Tr Inc
35K
New
N/A
35K $0
Bny Mellon ETF Trust Ii
58.3K
New
N/A
58.3K $0
Brookfield Asset Managmt LTD
902
+ 9.39%
N/A
10.5K $0
Brookfield Corp
928
+ 10.75%
N/A
9.56K $0
BFB
Brown Forman Corp Cl B
6.38K
+ 15.73%
N/A
46.9K $0
Calamos ETF Tr
1.14K
+ 13.39%
N/A
9.61K $0
Capital Group Core Balanced
16.2K
+ 38.02%
N/A
58.7K $0
Capital Group Equity ETF Tr
64.9K
New
N/A
64.9K $0
Capital Group International
142
+ 1.34%
N/A
10.7K $0
Capital Grp Fixed Incm ETF T
27.1K
+ 38.1%
N/A
98.4K $0
CGMU
Capital Group Core Plus Income
30.9K
+ 46.49%
N/A
97.5K $0
CGSD
Capital Grp Core Plus Income E
3.38K
+ 7.56%
N/A
48.1K $0
Capital Grp Fixed Incm ETF T
3.39K
+ 23.36%
N/A
17.9K $0
CGMS
Capital Grp Core Plus Income E
23.2K
+ 41.6%
N/A
79.1K $0
Capital Southwest Corp
16K
New
N/A
16K $0
Capitol Ser Tr
465
+ 2.04%
N/A
23.3K $0
Celestica Inc
6.53K
+ 32.82%
N/A
26.4K $0
Cervomed Inc
103
+ 0.4%
N/A
26.1K $0
Circle Internet Group Inc
1.61K
New
N/A
1.61K $0
Cloudastructure Inc
10.8K
New
N/A
10.8K $0
Coherent Corp
292
+ 6.97%
N/A
4.48K $0
Cooper Cos Inc
688
+ 9.73%
N/A
7.76K $0
Coreweave Inc
8.96K
New
N/A
8.96K $0
Corpay Inc
1.33K
New
N/A
1.33K $0
Crane Company
286
+ 16.26%
N/A
2.05K $0
Dimensional ETF Trust
278
+ 6.15%
N/A
4.8K $0
Dimensional ETF Trust
899
+ 16.5%
N/A
6.35K $0
Dimensional ETF Trust
47.1K
+ 2.73%
N/A
1.77M $0
Ea Series Trust
5.69K
New
N/A
5.69K $0
Elevation Series Trust
4.66K
New
N/A
4.66K $0
QTUM
ETF Ser Solutions Defiance Qua
10.9K
+ 90.29%
N/A
23K $0
UTES
Virtus Reaves Utilities ETF
19.5K
+ 58.99%
N/A
52.6K $0
Everus Constr Group
3.78K
New
N/A
3.78K $0
Exchange Traded Concepts Tru
19.5K
+ 100.45%
N/A
38.9K $0
Ferguson Enterprises Inc
434
+ 10.13%
N/A
4.72K $0
Fidelity Covington Trust
11.4K
+ 19.33%
N/A
70.4K $0
Fidelity Covington Trust
152K
+ 123.96%
N/A
275K $0
Fidelity Covington Trust
4.82K
+ 33.67%
N/A
19.1K $0
Fidelity Covington Trust
16.6K
+ 4.71%
N/A
368K $0
Fidelity Covington Trust
3.95K
+ 11.28%
N/A
38.9K $0
FMIL
Fidelity Covington Tr New Mill
1.36K
+ 18.08%
N/A
8.86K $0
FIGB
Fidelity Merrimack Str Tr
343
+ 1.05%
N/A
33.1K $0
Fidelity Wise Origin Bitcoin
11.1K
+ 33.94%
N/A
43.8K $0
FTXL
First Tr ETF Vi Nasdaq Semicon
880
+ 2.02%
N/A
44.4K $0
First Tr Exchange Traded Fd
11.9K
+ 9.9%
N/A
133K $0
FTGS
First Tr Exchange Traded Fd Gr
25.3K
+ 14.79%
N/A
197K $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
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