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
GE
General Electric CO

Industrials
1.17K
+ 2.52%
$166.81 - $257.39 $196K - $302K
47.7K $12.3M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
37.9K
+ 7.5%
$33.13 - $40.67 $1.26M - $1.54M
544K $22.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.99K
+ 2.08%
$152.93 - $181.74 $763K - $906K
245K $44.5M
XLI
Industrial Sector Spdr

ETFs
8.09K
+ 7.65%
$116.42 - $147.52 $942K - $1.19M
114K $16.8M
TT
Trane Technologies PLC

Industrials
1.94K
+ 9.44%
$315.21 - $437.41 $610K - $847K
22.5K $9.82M
UBER
Uber Technologies, Inc

Technology
4.44K
+ 3.71%
$64.62 - $93.3 $287K - $414K
124K $11.6M
PANW
Palo Alto Networks Inc

Technology
5.71K
+ 12.03%
$152.44 - $204.64 $870K - $1.17M
53.1K $10.9M
AMAT
Applied Materials Inc

Technology
6.37K
+ 15.5%
$126.95 - $183.52 $808K - $1.17M
47.5K $8.69M
NTRS
Northern Trust Corp

Financial Services
13.3K
+ 36.38%
$84.45 - $126.79 $1.13M - $1.69M
50K $6.34M
NOW
Service Now, Inc.

Technology
67
+ 0.59%
$721.65 - $1040.18 $48.4K - $69.7K
11.5K $11.8M
IAU
Ishares Gold Trust

ETFs
24.9K
+ 7.86%
$56.1 - $64.74 $1.4M - $1.61M
342K $21.3M
RTX
Raytheon Technologies Corp

Industrials
2.59K
+ 1.57%
$113.75 - $148.48 $294K - $384K
167K $24.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
24.2K
+ 45.19%
$107.93 - $110.97 $2.61M - $2.68M
77.7K $8.55M
SPOT
Spotify Technology S.A.

Communication Services
867
+ 9.89%
$503.3 - $775.9 $436K - $673K
9.64K $7.39M
VOOV
Vanguard S&P 500 Value ETF

ETFs
4.11K
+ 1.1%
$162.65 - $188.71 $669K - $776K
377K $71.1M
DSTL
ETF Ser Solution Distillate Us

ETFs
28.4K
+ 3.67%
$48.53 - $55.35 $1.38M - $1.57M
801K $44.3M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
15.5K
+ 15.86%
$57.46 - $75.58 $888K - $1.17M
113K $8.54M
BKNG
Booking Holdings Inc.

Consumer Cyclical
200
+ 19.31%
$4164.15 - $5789.24 $833K - $1.16M
1.24K $7.16M
IRM
Iron Mountain Inc

Real Estate
11.3K
+ 15.26%
$76.93 - $105.25 $867K - $1.19M
85.2K $8.74M
NDAQ
Nasdaq, Inc.

Financial Services
8.72K
+ 7.58%
$66.4 - $89.42 $579K - $780K
124K $11.1M
CEG
Constellation Energy Corp

Utilities
4.19K
+ 51.43%
$170.96 - $322.76 $717K - $1.35M
12.3K $3.99M
FDVV
Fidelity High Dividend ETF

ETFs
24.7K
+ 5.71%
$43.6 - $52.02 $1.08M - $1.29M
458K $23.8M
JPIB
Jpmorgan International Bond Op

ETFs
44.9K
+ 22.05%
$47.18 - $48.62 $2.12M - $2.18M
248K $12.1M
FENY
Fidelity Covington Tr Msci Ene

ETFs
101K
+ 201.43%
$20.83 - $25.75 $2.1M - $2.6M
151K $3.54M
PWR
Quanta Services, Inc.

Industrials
682
+ 4.23%
$239.47 - $381.26 $163K - $260K
16.8K $6.35M
AGOX
Starboard Invt Tr

ETFs
75.4K
New
$23.19 - $29.58 $1.75M - $2.23M
75.4K $2.23M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.78K
+ 1.95%
$108.12 - $135.04 $300K - $375K
145K $19.6M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16K
+ 10.16%
$55.54 - $69.09 $890K - $1.11M
174K $12M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
25.4K
New
$72.32 - $86.4 $1.83M - $2.19M
25.4K $2.19M
IWN
Ishares Russell2000 Val ETF

ETFs
12.6K
+ 44.83%
$131.84 - $157.76 $1.67M - $2M
40.9K $6.45M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.44K
+ 2.79%
$104.34 - $138.68 $254K - $338K
89.7K $12.4M
DE
Deere & CO

Industrials
2.41K
+ 10.21%
$412.99 - $531.48 $995K - $1.28M
26K $13.2M
VT
Vanguard Total World Stk Index

ETFs
8.29K
+ 9.91%
$103.16 - $128.52 $855K - $1.07M
92K $11.8M
ACWI
Ishares Msci Acwi ETF

ETFs
16.4K
New
$103.59 - $128.6 $1.69M - $2.1M
16.4K $2.1M
COIN
Coinbase Global, Inc.

Technology
2.21K
+ 30.59%
$151.47 - $375.07 $334K - $827K
9.42K $3.3M
SPYG
Spdr Portfolio

ETFs
2.23K
+ 1.81%
$71.83 - $95.32 $160K - $213K
126K $12M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
23.7K
+ 3.5%
$29.52 - $35.31 $701K - $838K
702K $24.8M
BA
Boeing CO

Industrials
932
+ 2.01%
$136.59 - $217.51 $127K - $203K
47.2K $9.9M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
38K
+ 30.24%
$49.79 - $50.59 $1.89M - $1.92M
164K $8.28M
AXON
Axon Enterprise, Inc.

Industrials
86
+ 1.38%
$497.13 - $827.94 $42.8K - $71.2K
6.31K $5.22M
AVEM
American Centy ETF Tr Avantis

ETFs
13.8K
+ 12.03%
$53.08 - $68.54 $734K - $947K
129K $8.82M
DFAS
Dimensional ETF Tr U S Small C

ETFs
17.4K
+ 8.79%
$52.31 - $63.72 $913K - $1.11M
216K $13.8M
ENB
Enbridge Inc

Energy
30.4K
+ 6.82%
$41.09 - $47.16 $1.25M - $1.44M
476K $21.6M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
34.3K
+ 29.59%
$31.29 - $38.89 $1.07M - $1.33M
150K $5.84M
VST
Vistra Corp.

Utilities
2.29K
+ 13.26%
$98.07 - $195.04 $224K - $446K
19.5K $3.78M
RYLD
Global X Fds Russell 2000 Cove

ETFs
116K
+ 392.65%
$13.37 - $15.25 $1.56M - $1.78M
146K $2.18M
GLW
Corning Inc

Technology
15.5K
+ 11.55%
$39.07 - $52.59 $605K - $815K
150K $7.87M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
35.6K
+ 10.94%
$38.18 - $45.52 $1.36M - $1.62M
361K $15.8M
JPEM
Jp Morgan Diversified Return

ETFs
17.3K
+ 8.91%
$48.41 - $56.7 $836K - $979K
211K $11.9M
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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