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
SPSB
Spdr Portfolio Short Term Corp

ETFs
69.7K
+ 13.63%
$29.82 - $30.1 $2.08M - $2.1M
581K $17.5M
GE
General Electric CO

Industrials
3.71K
+ 8.66%
$168.59 - $212.13 $626K - $787K
46.6K $9.32M
COP
Conocophillips

Energy
12K
+ 7.74%
$88.6 - $105.85 $1.06M - $1.27M
166K $17.5M
NFLX
Netflix Inc

Communication Services
1.19K
+ 4.92%
$828.4 - $1058.6 $982K - $1.25M
25.3K $23.6M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
95.5K
+ 23.28%
$37.35 - $43.35 $3.57M - $4.14M
506K $19.2M
ETR
Entergy Corp

Utilities
16.6K
+ 25.14%
$75.26 - $87.89 $1.25M - $1.46M
82.8K $7.07M
FDL
First Tr Morningstar Dividend

ETFs
36.6K
+ 25.68%
$39.69 - $43.83 $1.45M - $1.61M
179K $7.79M
ELV
Elevance Health, Inc.

Healthcare
2.33K
+ 14.83%
$365.9 - $436.25 $853K - $1.02M
18.1K $7.85M
USFR
Wisdomtree Floating Rate Treas

ETFs
40.5K
+ 36.21%
$50.29 - $50.5 $2.04M - $2.05M
153K $7.68M
UNH
Unitedhealth Group Inc

Healthcare
1.57K
+ 2.31%
$461.52 - $548.18 $725K - $861K
69.5K $36.4M
DBA
Invesco Db Agriculture Fund

ETFs
75.6K
+ 742.54%
$26.05 - $28.38 $1.97M - $2.15M
85.8K $2.26M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
14K
+ 7.31%
$68.32 - $75.06 $960K - $1.05M
206K $15.4M
BMY
Bristol Myers Squibb CO

Healthcare
16K
+ 7.32%
$53.9 - $63.11 $861K - $1.01M
234K $14.3M
DUK
Duke Energy Corp

Utilities
3.21K
+ 3.07%
$105.87 - $121.97 $340K - $391K
108K $13.1M
LQD
Ishares Iboxx $ Investment Gra

ETFs
15.6K
+ 19.93%
$105.1 - $109.61 $1.63M - $1.71M
93.6K $10.2M
AZO
Autozone Inc

Consumer Cyclical
89
+ 3.64%
$3193.96 - $3828.11 $284K - $341K
2.53K $9.65M
DGRO
Ishares Core Dividend Growth E

ETFs
27.2K
+ 8.06%
$60.46 - $64.42 $1.64M - $1.75M
365K $22.5M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
71.6K
+ 18.72%
$29.34 - $31.31 $2.1M - $2.24M
454K $13.5M
TMUS
T Mobile Us, Inc.

Communication Services
361
+ 0.96%
$211.3 - $272.83 $76.3K - $98.5K
37.8K $10.1M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
41.4K
+ 36.0%
$67.24 - $84.27 $2.79M - $3.49M
157K $10.7M
ARCC
Ares Capital Corp

Financial Services
80.2K
+ 75.76%
$21.28 - $23.81 $1.71M - $1.91M
186K $4.12M
CMBS
Ishares Cmbs ETF

ETFs
37.6K
New
$47.16 - $48.21 $1.77M - $1.81M
37.6K $1.81M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
13.2K
+ 12.32%
$69.81 - $78.9 $923K - $1.04M
120K $9.39M
XLV
Select Sector Spdr Fund Health

ETFs
7.97K
+ 10.82%
$137.61 - $149.68 $1.1M - $1.19M
81.6K $11.9M
SNPS
Synopsys Inc

Technology
4.72K
+ 108.33%
$428.58 - $551.54 $2.02M - $2.6M
9.08K $3.9M
IDU
Ishares Tr U S Utils ETF

ETFs
17.3K
New
$95.33 - $102.77 $1.65M - $1.78M
17.3K $1.75M
JPIB
Jpmorgan International Bond Op

ETFs
33.6K
+ 19.78%
$46.97 - $48.35 $1.58M - $1.62M
203K $9.74M
META
Meta Platforms, Inc.

Communication Services
5.64K
+ 4.89%
$576.36 - $736.67 $3.25M - $4.15M
121K $69.7M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
12.2K
+ 9.01%
$67.08 - $76.14 $816K - $927K
147K $10.8M
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
40.4K
+ 504.58%
$38.5 - $43.78 $1.56M - $1.77M
48.4K $1.99M
ABEV
Ambev S.A.

Consumer Defensive
711K
+ 2502.61%
$1.77 - $2.37 $1.26M - $1.68M
739K $1.72M
MLPX
Global X Mlp & Energy Infrastr

ETFs
25.7K
+ 350.83%
$59.6 - $67.2 $1.53M - $1.73M
33.1K $2.11M
VCIT
Vanguard Intermediate Term Cor

ETFs
18.3K
+ 18.37%
$79.17 - $82.04 $1.45M - $1.5M
118K $9.66M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
69.8K
+ 98.56%
$23.13 - $23.41 $1.61M - $1.63M
141K $3.26M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
15.7K
+ 1.54%
$44.72 - $46.25 $704K - $728K
1.04M $47.7M
HDV
Ishares Core High Dividend ETF

ETFs
4.48K
+ 3.7%
$110.86 - $121.12 $497K - $543K
126K $15.2M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
17.7K
+ 32.24%
$63.07 - $73.5 $1.12M - $1.3M
72.6K $5.1M
EMB
Ishares Tr

ETFs
15.6K
+ 12.49%
$88.64 - $92.03 $1.38M - $1.44M
141K $12.7M
FREL
Fidelity Covington Tr Msci Rea

ETFs
52.5K
+ 14.53%
$25.98 - $28.59 $1.36M - $1.5M
414K $11.4M
USMC
Principal ETF U S Mega Cap

ETFs
28.2K
New
$55.72 - $63.13 $1.57M - $1.78M
28.2K $1.6M
IGV
Ishares Expanded Tech Software

ETFs
20.2K
+ 111.43%
$88.3 - $107.83 $1.78M - $2.18M
38.3K $3.41M
TPL
Texas Pacific Land Corp

Energy
995
+ 79.09%
$1180.08 - $1431.01 $1.17M - $1.42M
2.25K $2.99M
DE
Deere & CO

Industrials
1.2K
+ 5.35%
$408.57 - $509.27 $490K - $611K
23.6K $11.1M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
13K
+ 33.52%
$211.47 - $267.17 $2.76M - $3.48M
52K $11M
XLB
Select Sector Spdr Fd Material

ETFs
17.9K
+ 175.86%
$83.19 - $90.99 $1.49M - $1.63M
28.1K $2.42M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
103K
+ 941.63%
$12.89 - $15.19 $1.33M - $1.57M
114K $1.7M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
8.43K
+ 207.26%
$178.65 - $194.73 $1.51M - $1.64M
12.5K $2.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.2K
+ 10.49%
$402.49 - $513.76 $484K - $618K
12.7K $6.14M
ENB
Enbridge Inc

Energy
15.6K
+ 3.62%
$41.54 - $45.45 $647K - $708K
446K $19.8M
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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