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
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
246
+ 2.05%
$45.21 - $50.33 $11.1K - $12.4K
12.2K $559K
UTZ
Utz Brands, Inc.

Consumer Defensive
2.01K
+ 7.13%
$13.18 - $15.15 $26.5K - $30.5K
30.2K $425K
WMT
Walmart Inc.

Consumer Defensive
19.9K
+ 2.89%
$84.5 - $105.05 $1.68M - $2.09M
708K $62.1M
BRT
Brt Apartments Corp.

Real Estate
157
+ 0.73%
$16.94 - $18.87 $2.66K - $2.96K
21.6K $366K
KIM
Kimco Realty Corp

Real Estate
392
+ 3.05%
$20.15 - $23.42 $7.9K - $9.18K
13.2K $281K
PR
Permian Resources Corporation

Energy
3.84K
+ 2.79%
$12.33 - $16.0 $47.4K - $61.5K
141K $1.96M
SFNC
Simmons First National Corp

Financial Services
329
+ 2.11%
$19.68 - $23.3 $6.47K - $7.67K
16K $327K
DGII
Digi International Inc

Technology
3.64K
+ 7.21%
$27.83 - $35.68 $101K - $130K
54.1K $1.5M
IVZ
Invesco Ltd.

Financial Services
278
+ 2.5%
$14.82 - $19.34 $4.12K - $5.38K
11.4K $173K
LUMN
Lumen Technologies, Inc.

Communication Services
1.65K
+ 8.3%
$3.92 - $5.92 $6.48K - $9.79K
21.6K $84K
CHY
Calamos Convertible & High Income Fund

Financial Services
109
+ 0.91%
$10.1 - $12.0 $1.1K - $1.31K
12.1K $122K
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
583
+ 8.39%
$27.8 - $39.18 $16.2K - $22.8K
7.53K $209K
CBU
Community Bank System, Inc.

Financial Services
2
+ 0.04%
$56.08 - $67.99 $112 - $136
4.99K $283K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
124
+ 1.56%
$30.91 - $35.21 $3.83K - $4.37K
8.09K $250K
EMN
Eastman Chemical CO

Basic Materials
65
+ 0.63%
$87.05 - $103.47 $5.66K - $6.73K
10.4K $912K
FNB
Fnb Corp

Financial Services
132
+ 0.59%
$13.08 - $15.95 $1.73K - $2.11K
22.5K $303K
HON
Honeywell International Inc

Industrials
3.66K
+ 6.43%
$202.75 - $226.52 $742K - $830K
60.6K $12.8M
EXPI
Exp World Holdings, Inc.

Real Estate
1.49K
+ 5.74%
$9.38 - $11.76 $14K - $17.6K
27.5K $269K
SAIA
Saia Inc

Industrials
118
+ 17.4%
$349.29 - $508.47 $41.2K - $60K
796 $278K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
910
+ 2.48%
$25.58 - $29.24 $23.3K - $26.6K
37.6K $986K
TNL
Travel & Leisure Co.

Consumer Cyclical
139
+ 1.55%
$46.29 - $57.86 $6.43K - $8.04K
9.08K $420K
AX
Axos Financial, Inc.

Financial Services
67
+ 0.94%
$61.63 - $73.1 $4.13K - $4.9K
7.19K $463K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
40.2K
+ 9.09%
$16.57 - $18.85 $667K - $758K
483K $8.03M
RWK
Invesco Exchange Traded Fd Tr

ETFs
172
+ 2.69%
$106.43 - $123.29 $18.3K - $21.2K
6.57K $708K
MAS
Masco Corp

Industrials
631
+ 2.43%
$68.67 - $81.85 $43.3K - $51.6K
26.6K $1.85M
XLY
Select Sector Spdr Consumer Di

ETFs
1.18K
+ 11.84%
$192.6 - $233.2 $228K - $276K
11.2K $2.2M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
217
+ 1.82%
$37.84 - $44.02 $8.21K - $9.55K
12.1K $465K
CALM
Cal Maine Foods Inc

Consumer Defensive
490
+ 7.26%
$80.87 - $115.8 $39.6K - $56.7K
7.24K $657K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
5.21K
+ 38.97%
$3.33 - $7.79 $17.3K - $40.5K
18.6K $61K
ACM
Aecom

Industrials
94
+ 2.83%
$92.54 - $111.05 $8.7K - $10.4K
3.42K $316K
ALGN
Align Technology Inc

Healthcare
586
+ 22.24%
$158.86 - $234.89 $93.1K - $138K
3.22K $511K
JBHT
Hunt J B Transport Services Inc

Industrials
406
+ 9.4%
$146.12 - $186.55 $59.3K - $75.7K
4.73K $699K
MTRN
Materion Corp

Basic Materials
271
+ 7.82%
$81.6 - $104.14 $22.1K - $28.2K
3.74K $304K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
135
+ 2.77%
$87.72 - $111.91 $11.8K - $15.1K
5.02K $453K
ANSS
Ansys Inc

Technology
100
+ 2.94%
$316.56 - $360.36 $31.7K - $36K
3.5K $1.11M
WSM
Williams Sonoma Inc

Consumer Cyclical
190
+ 7.38%
$158.1 - $217.71 $30K - $41.4K
2.77K $437K
RY
Royal Bank Of Canada

Financial Services
342
+ 3.39%
$108.81 - $123.4 $37.2K - $42.2K
10.4K $1.18M
AMP
Ameriprise Financial Inc

Financial Services
158
+ 6.53%
$472.29 - $575.13 $74.6K - $90.9K
2.58K $1.25M
ET
Energy Transfer LP

Energy
7.63K
+ 4.18%
$17.26 - $21.08 $132K - $161K
190K $3.54M
AVAV
Aero Vironment Inc

Industrials
279
+ 12.67%
$119.19 - $186.12 $33.3K - $51.9K
2.48K $295K
MGM
Mgm Resorts International

Consumer Cyclical
248
+ 2.45%
$29.64 - $40.37 $7.35K - $10K
10.4K $307K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
3.79K
+ 8.47%
$48.37 - $55.84 $183K - $212K
48.6K $2.37M
LKFN
Lakeland Financial Corp

Financial Services
407
+ 5.57%
$59.44 - $69.54 $24.2K - $28.3K
7.71K $458K
PH
Parker Hannifin Corp

Industrials
372
+ 3.87%
$591.65 - $707.05 $220K - $263K
9.99K $6.07M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
219
+ 3.54%
$147.38 - $176.39 $32.3K - $38.6K
6.41K $972K
PII
Polaris Inc.

Consumer Cyclical
688
+ 15.53%
$40.9 - $58.36 $28.1K - $40.2K
5.12K $209K
VCEL
Vericel Corp

Healthcare
2.11K
+ 15.3%
$44.5 - $61.8 $94K - $131K
15.9K $710K
RIG
Transocean Ltd.

Energy
4.49K
+ 4.2%
$2.67 - $4.28 $12K - $19.2K
112K $353K
TTEK
Tetra Tech Inc

Industrials
2.47K
+ 21.6%
$28.26 - $42.58 $69.7K - $105K
13.9K $406K
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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