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
ISCV
Ishares Morningstar Small Cap

ETFs
213
+ 0.33%
$58.11 - $66.0 $12.4K - $14.1K
64.4K $3.82M
HPE
Hewlett Packard Enterprise CO

Technology
1.86K
+ 3.87%
$14.77 - $24.42 $27.5K - $45.5K
50K $771K
CGGR
Capital Group Growth ETF Shs C

ETFs
25.9K
+ 6.5%
$33.98 - $39.84 $879K - $1.03M
424K $14.5M
IJK
Ishares S&P Midcap 400 Growth

ETFs
4.32K
+ 5.19%
$81.62 - $96.63 $353K - $417K
87.5K $7.29M
WDAY
Workday, Inc.

Technology
859
+ 4.36%
$233.53 - $277.82 $201K - $239K
20.6K $4.8M
UAL
United Airlines Holdings, Inc.

Industrials
163
+ 1.55%
$69.05 - $110.52 $11.3K - $18K
10.7K $737K
AAON
Aaon, Inc.

Industrials
4.03K
+ 26.01%
$73.52 - $136.95 $296K - $552K
19.5K $1.53M
AGYS
Agilysys Inc

Technology
1.92K
+ 25.48%
$71.45 - $134.56 $137K - $259K
9.47K $686K
GM
General Motors CO

Consumer Cyclical
2.33K
+ 3.38%
$45.22 - $54.92 $105K - $128K
71.1K $3.35M
VST
Vistra Corp.

Utilities
229
+ 1.35%
$108.49 - $191.89 $24.8K - $43.9K
17.2K $2.02M
CFLT
Confluent, Inc.

Technology
183
+ 0.25%
$23.44 - $37.65 $4.29K - $6.89K
73.2K $1.72M
BNS
Bank Of Nova Scotia

Financial Services
298
+ 0.52%
$47.21 - $53.7 $14.1K - $16K
58.1K $2.75M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.68K
+ 3.99%
$110.9 - $132.93 $298K - $357K
70K $7.96M
FORM
Formfactor Inc

Technology
2.51K
+ 9.15%
$28.29 - $47.24 $71K - $119K
29.9K $846K
AVUS
American Centy ETF Tr Avantis

ETFs
560
+ 0.61%
$90.7 - $101.57 $50.8K - $56.9K
91.9K $8.49M
ISRG
Intuitive Surgical Inc

Healthcare
485
+ 2.12%
$476.63 - $610.45 $231K - $296K
23.3K $11.6M
DAL
Delta Air Lines, Inc.

Industrials
2.52K
+ 8.85%
$43.6 - $69.06 $110K - $174K
31K $1.35M
PKG
Packaging Corp Of America

Consumer Cyclical
472
+ 2.71%
$192.03 - $242.13 $90.6K - $114K
17.9K $3.54M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.03K
+ 1.58%
$80.73 - $94.96 $83.4K - $98.1K
66.4K $5.51M
WST
West Pharmaceutical Services Inc

Healthcare
1.17K
+ 18.06%
$199.11 - $347.87 $233K - $406K
7.64K $1.71M
SOXX
Ishares Semiconductor ETF

ETFs
151
+ 0.88%
$188.17 - $235.81 $28.4K - $35.6K
17.3K $3.25M
DLR
Digital Realty Trust, Inc.

Real Estate
2.65K
+ 10.99%
$142.1 - $183.56 $377K - $487K
26.8K $3.84M
FDX
Fedex Corp

Industrials
312
+ 2.1%
$230.33 - $281.53 $71.9K - $87.8K
15.1K $3.69M
USB
Us Bancorp \De\

Financial Services
6.35K
+ 4.49%
$40.92 - $50.9 $260K - $323K
148K $6.24M
MBLY
Mobileye Global Inc.
24.9K
+ 15.32%
$14.24 - $21.85 $355K - $544K
187K $2.7M
IOO
Ishares Tr Global 100 ETF

ETFs
11.5K
+ 3.1%
$96.2 - $105.12 $1.11M - $1.21M
383K $36.9M
SRE
Sempra Energy

Utilities
7.42K
+ 11.13%
$67.85 - $87.67 $503K - $650K
74K $5.28M
NVO
Novo Nordisk A S

Healthcare
11K
+ 13.38%
$69.3 - $90.95 $759K - $996K
92.8K $6.44M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
12.6K
+ 4.37%
$49.34 - $55.91 $620K - $703K
300K $15.1M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.79K
+ 3.29%
$168.84 - $202.89 $303K - $364K
56.3K $9.89M
SKYY
First Trust Cloud Computing Et

ETFs
147
+ 0.39%
$102.23 - $131.18 $15K - $19.3K
38.2K $3.9M
KKR
Kkr & Co. Inc.

Financial Services
1.15K
+ 4.88%
$108.17 - $167.07 $125K - $193K
24.8K $2.86M
PWR
Quanta Services, Inc.

Industrials
1.11K
+ 7.36%
$236.71 - $358.03 $262K - $396K
16.1K $4.1M
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
14.8K
+ 4.35%
$9.59 - $11.83 $142K - $175K
355K $3.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.87K
+ 4.14%
$96.3 - $112.23 $373K - $435K
97.4K $9.5M
IWC
Russell Micro Cap ETF

ETFs
6.25K
+ 8.58%
$110.91 - $133.46 $693K - $834K
79K $8.76M
BX
Blackstone Inc.

Financial Services
3.65K
+ 9.34%
$136.53 - $186.74 $499K - $682K
42.8K $5.98M
SPYG
Spdr Portfolio

ETFs
1.77K
+ 1.46%
$80.05 - $92.39 $142K - $164K
123K $9.91M
VBR
Vanguard Small Cap Value ETF

ETFs
440
+ 0.59%
$183.02 - $207.75 $80.5K - $91.4K
74.6K $13.9M
IONQ
Ion Q, Inc.

Technology
5.34K
+ 10.26%
$18.27 - $51.07 $97.5K - $273K
57.4K $1.27M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
12.2K
+ 6.08%
$126.86 - $146.45 $1.54M - $1.78M
212K $27M
MS
Morgan Stanley

Financial Services
602
+ 0.55%
$111.68 - $141.08 $67.2K - $84.9K
111K $12.9M
ORCL
Oracle Corp

Technology
13.4K
+ 12.59%
$139.81 - $186.47 $1.87M - $2.5M
120K $16.7M
HD
Home Depot, Inc.

Consumer Cyclical
3.45K
+ 3.45%
$347.25 - $424.87 $1.2M - $1.47M
104K $37.9M
TTD
Trade Desk, Inc.

Technology
8.25K
+ 35.5%
$53.59 - $126.58 $442K - $1.04M
31.5K $1.72M
CAT
Caterpillar Inc

Industrials
1.67K
+ 3.51%
$326.75 - $407.63 $544K - $679K
49.1K $16.2M
EQIX
Equinix Inc

Real Estate
24
+ 0.29%
$803.0 - $959.97 $19.3K - $23K
8.17K $6.66M
JHMM
John Hancock Multifactor Mid C

ETFs
6.59K
+ 1.13%
$55.69 - $63.12 $367K - $416K
592K $33.9M
IRM
Iron Mountain Inc

Real Estate
2.27K
+ 3.17%
$82.79 - $111.31 $188K - $253K
73.9K $6.36M
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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