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
Sila Realty Trust Inc
21.7K
+ 54.03%
N/A
61.7K $0
SPYC
Simplify Exchange Traded Fds U
5.57K
New
N/A
5.57K $0
Smurfit Westrock PLC
5.19K
New
N/A
5.19K $0
DGT
Spdr Global Dow ETF
17.8K
+ 107.51%
N/A
34.4K $0
SGDM
Sprott ETF Tr Gold Miners ETF
2.58K
+ 10.43%
N/A
27.3K $0
Super Micro Computer Inc
11.5K
+ 13.49%
N/A
96.4K $0
T Rowe Price ETF Inc
16.1K
+ 56.35%
N/A
44.7K $0
T Rowe Price ETF Inc
102K
New
N/A
102K $0
Talen Energy Corp
419
+ 27.03%
N/A
1.97K $0
Te Connectivity PLC
1.52K
+ 12.41%
N/A
13.8K $0
Tempus Ai Inc
4.19K
+ 81.68%
N/A
9.32K $0
Thomson Reuters Corp
82
+ 1.77%
N/A
4.71K $0
Tidal Tr Ii
20.9K
New
N/A
20.9K $0
Tidal Trust I
12.7K
New
N/A
12.7K $0
Tko Group Holdings Inc
732
+ 18.41%
N/A
4.71K $0
Two Harbors Inventment Corpo
40K
New
N/A
40K $0
Two Hbrs Invt Corp
112
+ 1.09%
N/A
10.4K $0
SMOT
Vaneck ETF Tr Morningstar Smid
38.3K
New
N/A
38.3K $0
Viper Energy Inc
1.22K
+ 26.36%
N/A
5.86K $0
HSTM
Healthstream Inc

Healthcare
1.25K
+ 15.65%
$26.6 - $34.07 $33.2K - $42.5K
9.22K $255K
LMAT
Lemaitre Vascular Inc

Healthcare
142
+ 0.94%
$77.89 - $92.6 $11.1K - $13.1K
15.2K $1.26M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
134
+ 1.24%
$10.78 - $11.57 $1.44K - $1.55K
10.9K $123K
BBDC
Barings Bdc, Inc.

Financial Services
507
+ 3.05%
$7.89 - $9.51 $4K - $4.82K
17.1K $156K
BLFS
Biolife Solutions Inc

Healthcare
443
+ 4.88%
$20.64 - $25.27 $9.14K - $11.2K
9.52K $205K
LIT
Global X Fds Global X Lithium

ETFs
65
+ 0.68%
$31.82 - $39.24 $2.07K - $2.55K
9.6K $368K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
587
+ 3.23%
$9.72 - $10.39 $5.71K - $6.1K
18.8K $185K
OTTR
Otter Tail Corp

Utilities
264
+ 3.79%
$74.62 - $81.76 $19.7K - $21.6K
7.23K $557K
LUV
Southwest Airlines CO

Industrials
908
+ 3.23%
$24.04 - $34.36 $21.8K - $31.2K
29.1K $942K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
207
+ 2.07%
$6.8 - $8.15 $1.41K - $1.69K
10.2K $78K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
26
+ 0.2%
$6.47 - $8.05 $168 - $209
12.9K $99K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
351
+ 1.33%
$11.34 - $12.35 $3.98K - $4.33K
26.8K $319K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
121
+ 1.05%
$11.19 - $11.84 $1.35K - $1.43K
11.6K $131K
HTGC
Hercules Capital, Inc.

Financial Services
354
+ 2.7%
$16.24 - $19.1 $5.75K - $6.76K
13.5K $246K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
103
+ 0.56%
$41.42 - $46.68 $4.27K - $4.81K
18.6K $846K
CHRD
Oasis Petroleum Inc.

Energy
322
+ 12.99%
$82.03 - $113.54 $26.4K - $36.6K
2.8K $271K
UHS
Universal Health Services Inc

Healthcare
129
+ 2.81%
$157.05 - $197.94 $20.3K - $25.5K
4.72K $854K
CSWI
Csw Industrials, Inc.

Industrials
1
+ 0.05%
$254.34 - $336.43 $254 - $336
1.96K $561K
DOCU
Docusign, Inc.

Technology
688
+ 3.87%
$70.35 - $93.84 $48.4K - $64.6K
18.4K $1.44M
PCTY
Paylocity Holding Corp

Technology
28
+ 1.2%
$172.54 - $201.04 $4.83K - $5.63K
2.37K $429K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
1.12K
+ 6.77%
$2.25 - $3.66 $2.51K - $4.08K
17.6K $50K
BKH
Black Hills Corp

Utilities
200
+ 3.89%
$55.66 - $61.75 $11.1K - $12.4K
5.34K $299K
AES
Aes Corp

Utilities
15.2K
+ 16.71%
$9.63 - $12.55 $146K - $191K
106K $1.12M
AXSM
Axsome Therapeutics, Inc.

Healthcare
114
+ 5.41%
$95.65 - $116.49 $10.9K - $13.3K
2.22K $231K
ALKS
Alkermes Plc.

Healthcare
619
+ 8.3%
$26.59 - $32.65 $16.5K - $20.2K
8.08K $231K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.49K
+ 1051.48%
$105.72 - $1416.0 $263K - $3.53M
2.73K $304K
DEO
Diageo PLC

Consumer Defensive
432
+ 2.9%
$99.86 - $115.75 $43.1K - $50K
15.3K $1.55M
AUR
Aurora Innovation, Inc.

Technology
1.24K
+ 8.52%
$5.17 - $8.14 $6.43K - $10.1K
15.8K $82K
FR
First Industrial Realty Trust Inc

Real Estate
421
+ 6.62%
$43.07 - $54.05 $18.1K - $22.8K
6.78K $326K
TLRY
Tilray Brands, Inc.

Healthcare
37.8K
+ 30.4%
$0.36 - $0.65 $13.6K - $24.6K
162K $66K
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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