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
SCHW
Schwab Charles Corp

Financial Services
8.2K
+ 11.63%
$69.06 - $91.24 $566K - $748K
78.7K $7.18M
XYLD
Global X Fds S&P 500 Covered C

ETFs
44.6K
+ 31.33%
$35.62 - $39.64 $1.59M - $1.77M
187K $7.27M
MELI
Mercadolibre Inc

Consumer Cyclical
79
+ 3.67%
$1794.73 - $2613.63 $142K - $206K
2.23K $5.84M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
15.5K
+ 51.38%
$75.29 - $91.16 $1.17M - $1.42M
45.8K $4.13M
TDIV
First Trust Nasdaq Technology

ETFs
5.64K
+ 8.43%
$64.41 - $90.17 $363K - $509K
72.6K $6.54M
XSMO
Invesco S&P Smallcap Momentum

ETFs
19.8K
+ 39.63%
$55.15 - $68.11 $1.09M - $1.35M
69.7K $4.74M
APP
App Lovin Corp

Technology
677
+ 4.25%
$219.37 - $417.89 $149K - $283K
16.6K $5.81M
TXN
Texas Instruments Inc

Technology
8.18K
+ 11.35%
N/A
80.2K $15.6M
KO
Coca Cola CO

Consumer Defensive
27K
+ 7.34%
$68.37 - $73.9 $1.85M - $2M
395K $27.9M
ARKQ
Ark Autonomous Technology & Ro

ETFs
10.6K
+ 39.78%
$58.8 - $89.17 $624K - $946K
37.3K $3.32M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
16.8K
+ 19.05%
$66.87 - $79.47 $1.12M - $1.33M
105K $8.32M
IONQ
Ion Q, Inc.

Technology
7.55K
+ 13.16%
$20.68 - $48.04 $156K - $363K
64.9K $2.79M
SECT
Sector 10, Inc.

ETFs
8.41K
+ 5.72%
$45.25 - $58.07 $380K - $488K
155K $9.03M
SPSB
Spdr Portfolio Short Term Corp

ETFs
48.6K
+ 8.37%
$29.82 - $30.19 $1.45M - $1.47M
629K $19M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
14.1K
+ 7.61%
$50.39 - $60.05 $709K - $845K
199K $12M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
62.2K
+ 44.27%
$22.57 - $23.23 $1.4M - $1.45M
203K $4.71M
GILD
Gilead Sciences, Inc.

Healthcare
14K
+ 14.95%
$96.91 - $113.0 $1.36M - $1.59M
108K $12M
AXP
American Express CO

Financial Services
469
+ 1.82%
$231.39 - $318.98 $109K - $150K
26.2K $8.35M
IDHQ
Invesco ETF Tf Ii S&P Intl Dev

ETFs
19.1K
+ 7.71%
$27.24 - $33.15 $521K - $634K
267K $8.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
13.5K
+ 63.18%
$102.02 - $103.5 $1.38M - $1.4M
34.9K $3.59M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
11.2K
+ 16.87%
$72.61 - $88.75 $814K - $995K
77.6K $6.89M
AUSF
Global X Fds Adaptive U S Fact

ETFs
29.9K
+ 81.91%
$39.16 - $44.7 $1.17M - $1.34M
66.4K $2.97M
SHOP
Shopify Inc.

Technology
4.61K
+ 10.96%
$76.89 - $115.35 $355K - $532K
46.7K $5.39M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
37.7K
+ 27.86%
$34.58 - $34.88 $1.31M - $1.32M
173K $6.04M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.39K
+ 3.42%
$101.93 - $128.63 $244K - $308K
72.4K $9.31M
VCIT
Vanguard Intermediate Term Cor

ETFs
14.6K
+ 12.35%
$79.56 - $82.92 $1.16M - $1.21M
133K $11M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
24.7K
+ 513.28%
$42.95 - $53.21 $1.06M - $1.31M
29.5K $1.57M
NEM
Newmont Corp

Basic Materials
19.4K
+ 94.19%
$44.18 - $59.46 $859K - $1.16M
40.1K $2.34M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
40.3K
+ 344.74%
$26.53 - $32.81 $1.07M - $1.32M
52K $1.68M
ASTS
Ast Space Mobile, Inc.

Communication Services
28.5K
New
$20.07 - $51.83 $571K - $1.47M
28.5K $1.33M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
11.7K
+ 28.23%
$70.44 - $86.87 $827K - $1.02M
53.3K $4.63M
USMC
Principal ETF U S Mega Cap

ETFs
18.3K
+ 64.97%
$50.94 - $62.56 $932K - $1.14M
46.5K $2.91M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.98K
+ 1.92%
$81.46 - $94.63 $487K - $566K
317K $30M
CRM
Salesforce, Inc.

Technology
3.39K
+ 4.03%
$236.26 - $291.15 $800K - $986K
87.3K $23.8M
NET
Cloudflare, Inc.

Technology
3.71K
+ 55.28%
$97.08 - $195.83 $360K - $726K
10.4K $2.04M
VIG
Vanguard Dividend Appreciation

ETFs
7.04K
+ 3.95%
N/A
185K $33.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
63.9K
+ 11.44%
$16.93 - $17.81 $1.08M - $1.14M
622K $11.1M
DDOG
Datadog, Inc.

Technology
5.43K
+ 37.45%
$87.0 - $134.33 $473K - $730K
19.9K $2.68M
PH
Parker Hannifin Corp

Industrials
473
+ 4.74%
$517.23 - $700.54 $245K - $331K
10.5K $7.31M
LMT
Lockheed Martin Corp

Industrials
775
+ 1.46%
$430.82 - $486.45 $334K - $377K
53.7K $24.9M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.51K
+ 2.38%
$65.84 - $80.81 $231K - $284K
151K $12.1M
SLV
I Shares Silver Trust

ETFs
31.6K
+ 32.06%
$27.08 - $33.74 $857K - $1.07M
130K $4.28M
NEAR
Blackrock Short Maturity Bond

ETFs
22.7K
+ 9.43%
$50.41 - $51.17 $1.14M - $1.16M
263K $13.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
31.8K
+ 7.52%
$32.62 - $33.58 $1.04M - $1.07M
455K $15.3M
SYY
Sysco Corp

Consumer Defensive
15.6K
+ 58.46%
$68.0 - $75.91 $1.06M - $1.19M
42.3K $3.21M
NEE
Nextera Energy Inc

Utilities
20.4K
+ 13.6%
$64.11 - $75.0 $1.31M - $1.53M
170K $11.8M
ES
Eversource Energy

Utilities
18.2K
+ 116.0%
$54.25 - $65.89 $985K - $1.2M
33.8K $2.15M
DGRO
Ishares Core Dividend Growth E

ETFs
5.89K
+ 1.62%
$55.22 - $63.94 $325K - $377K
371K $23.7M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
13.8K
+ 10.59%
$75.05 - $77.34 $1.03M - $1.06M
144K $11.1M
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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