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
CNS
Cohen & Steers, Inc.

Financial Services
160
+ 2.75%
$70.24 - $83.51 $11.2K - $13.4K
5.98K $450K
MWA
Mueller Water Products, Inc.

Industrials
1.63K
+ 4.01%
$22.82 - $27.21 $37.2K - $44.4K
42.3K $1.02M
SPTL
Spdr Portfolio Long Term Treas

ETFs
102K
+ 2.54%
$25.48 - $27.78 $2.6M - $2.83M
4.11M $109M
SHEL
Shell PLC

Energy
4.69K
+ 3.86%
$59.75 - $73.05 $280K - $343K
126K $8.89M
CNOB
Connect One Bancorp, Inc.

Financial Services
1.12K
+ 2.8%
$20.95 - $24.78 $23.5K - $27.8K
41.1K $952K
DUK
Duke Energy Corp

Utilities
3.45K
+ 3.2%
$112.46 - $124.05 $388K - $428K
111K $13.1M
PTEN
Patterson Uti Energy Inc

Energy
6.09K
+ 24.2%
$5.46 - $8.56 $33.2K - $52.1K
31.2K $185K
WTW
Willis Towers Watson PLC

Financial Services
11
+ 1.4%
$295.96 - $337.43 $3.26K - $3.71K
795 $243K
PSR
Invesco Actively

ETFs
9
+ 0.05%
$81.92 - $93.07 $737 - $838
18.7K $1.71M
MAA
Mid America Apartment Communities Inc.

Real Estate
165
+ 7.01%
$145.91 - $168.0 $24.1K - $27.7K
2.52K $372K
BBY
Best Buy CO Inc

Consumer Cyclical
373
+ 4.92%
$56.17 - $75.73 $21K - $28.2K
7.95K $533K
UFPI
Ufp Industries Inc

Basic Materials
5
+ 0.16%
$94.93 - $109.1 $475 - $546
3.15K $312K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.84K
+ 2.39%
$13.74 - $15.66 $25.3K - $28.8K
78.7K $1.17M
WHF
White Horse Finance, Inc.

Financial Services
14
+ 0.05%
$8.67 - $9.84 $121 - $138
27.6K $240K
CPK
Chesapeake Utilities Corp

Utilities
108
+ 2.26%
$116.0 - $135.5 $12.5K - $14.6K
4.89K $588K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.87K
+ 6.94%
$26.61 - $29.9 $49.7K - $55.8K
28.8K $769K
MMSI
Merit Medical Systems Inc

Healthcare
12
+ 0.5%
$88.48 - $107.04 $1.06K - $1.28K
2.43K $227K
NJR
New Jersey Resources Corp

Utilities
282
+ 2.85%
$44.23 - $49.97 $12.5K - $14.1K
10.2K $455K
PSEC
Prospect Capital Corp

Financial Services
8.14K
+ 13.48%
$3.14 - $4.06 $25.6K - $33K
68.5K $217K
AZN
Astrazeneca PLC

Healthcare
4.96K
+ 4.77%
$64.87 - $75.0 $322K - $372K
109K $7.62M
MAS
Masco Corp

Industrials
1.66K
+ 6.22%
$58.73 - $71.06 $97.3K - $118K
28.3K $1.82M
PKG
Packaging Corp Of America

Consumer Cyclical
737
+ 4.12%
$175.97 - $201.36 $130K - $148K
18.6K $3.51M
CVCO
Cavco Industries Inc.

Consumer Cyclical
22
+ 4.26%
$396.53 - $537.62 $8.72K - $11.8K
538 $233K
KMX
Carmax Inc

Consumer Cyclical
957
+ 10.26%
$62.27 - $82.77 $59.6K - $79.2K
10.3K $690K
SCS
Steelcase Inc

Industrials
1.55K
+ 1.51%
$9.42 - $11.46 $14.6K - $17.7K
104K $1.09M
MOH
Molina Healthcare, Inc.

Healthcare
28
+ 1.83%
$290.25 - $353.24 $8.13K - $9.89K
1.56K $463K
UTZ
Utz Brands, Inc.

Consumer Defensive
361
+ 1.19%
$11.62 - $14.29 $4.19K - $5.16K
30.6K $384K
SBI
Western Asset Intermediate Muni Fund Inc.

Financial Services
430
+ 0.27%
$7.4 - $7.87 $3.18K - $3.38K
158K $1.19M
TREX
Trex CO Inc

Industrials
312
+ 1.92%
$50.52 - $61.77 $15.8K - $19.3K
16.5K $899K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
342
+ 9.9%
$67.83 - $92.33 $23.2K - $31.6K
3.8K $275K
FTGC
First Trust Global Tactical CO

ETFs
472
+ 0.71%
$23.09 - $25.91 $10.9K - $12.2K
67.2K $1.66M
BP
Bp PLC

Energy
10.3K
+ 11.24%
$26.11 - $33.81 $269K - $348K
102K $3.05M
EQR
Equity Residential

Real Estate
889
+ 3.41%
$61.82 - $71.72 $55K - $63.8K
26.9K $1.82M
TRNO
Terreno Realty Corp

Real Estate
26
+ 0.38%
$51.18 - $63.89 $1.33K - $1.66K
6.86K $384K
REXR
Rexford Industrial Realty, Inc.

Real Estate
867
+ 3.88%
$31.57 - $39.41 $27.4K - $34.2K
23.2K $825K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.55K
+ 4.5%
$45.07 - $52.57 $115K - $134K
59.4K $2.9M
BCPC
Balchem Corp

Basic Materials
10
+ 0.13%
$150.5 - $170.45 $1.51K - $1.7K
7.61K $1.21M
JJSF
J&J Snack Foods Corp

Consumer Defensive
335
+ 6.93%
$111.46 - $136.93 $37.3K - $45.9K
5.17K $586K
APD
Air Products & Chemicals, Inc.

Basic Materials
2.75K
+ 4.27%
$248.61 - $294.96 $683K - $811K
67.1K $18.9M
SHW
Sherwin Williams CO

Basic Materials
288
+ 1.11%
$313.51 - $363.51 $90.3K - $105K
26.2K $9M
AVB
Avalonbay Communities Inc

Real Estate
434
+ 3.41%
$187.23 - $215.61 $81.3K - $93.6K
13.2K $2.68M
CAG
Conagra Brands Inc.

Consumer Defensive
2.14K
+ 13.6%
$20.4 - $26.78 $43.6K - $57.2K
17.9K $365K
BAX
Baxter International Inc

Healthcare
475
+ 2.71%
$27.8 - $34.02 $13.2K - $16.2K
18K $545K
CHX
Champion X Corp

Energy
2.86K
+ 11.23%
$22.52 - $30.02 $64.4K - $85.9K
28.3K $703K
LNTH
Lantheus Holdings, Inc.

Healthcare
63
+ 1.58%
$73.86 - $108.74 $4.65K - $6.85K
4.05K $331K
WDFC
Wd 40 CO

Basic Materials
47
+ 1.09%
$217.49 - $248.93 $10.2K - $11.7K
4.35K $991K
YUM
Yum Brands Inc

Consumer Cyclical
507
+ 3.47%
$138.36 - $161.45 $70.1K - $81.9K
15.1K $2.24M
AROC
Archrock, Inc.

Energy
1.16K
+ 1.8%
$21.0 - $27.11 $24.3K - $31.4K
65.4K $1.62M
KFRC
Kforce Inc

Industrials
272
+ 2.87%
$36.59 - $49.86 $9.95K - $13.6K
9.76K $401K
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