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
O
Realty Income Corp

Real Estate
17.7K
+ 18.75%
$51.67 - $58.49 $914K - $1.03M
112K $6.5M
KLAC
Kla Corp

Technology
1.69K
+ 27.98%
$636.62 - $777.63 $1.08M - $1.32M
7.74K $5.26M
PSX
Phillips 66

Energy
4.8K
+ 5.38%
$113.93 - $131.55 $547K - $632K
94.1K $11.6M
PGR
Progressive Corp

Financial Services
770
+ 2.74%
$235.61 - $291.22 $181K - $224K
28.9K $8.18M
GMAB
Genmab A/S

Healthcare
72.4K
New
$18.69 - $24.14 $1.35M - $1.75M
72.4K $1.42M
CCI
Crown Castle International Corp

Real Estate
9.04K
+ 26.15%
$84.33 - $106.39 $762K - $962K
43.6K $4.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.9K
+ 1.26%
$87.68 - $94.52 $254K - $274K
233K $21.8M
XLF
Financial Sector Spdr

ETFs
18.6K
+ 5.94%
$47.32 - $52.19 $882K - $972K
332K $16.5M
GIL
Gildan Activewear Inc.

Consumer Cyclical
33K
+ 114.15%
$44.19 - $55.09 $1.46M - $1.82M
62K $2.74M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5.41K
+ 1.78%
$97.38 - $104.52 $527K - $565K
310K $31.7M
AUSF
Global X Fds Adaptive U S Fact

ETFs
30.3K
+ 492.24%
$41.68 - $43.97 $1.26M - $1.33M
36.5K $1.59M
BCE
Bce Inc

Communication Services
57.7K
+ 649.66%
$22.14 - $25.18 $1.28M - $1.45M
66.6K $1.53M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
58K
+ 52.01%
$23.53 - $25.24 $1.36M - $1.46M
169K $4.03M
JCPB
J P Morgan Exchange Traded Fd

ETFs
24.5K
+ 16.09%
$45.56 - $47.23 $1.11M - $1.16M
176K $8.3M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
14K
+ 192.14%
$91.45 - $100.11 $1.28M - $1.4M
21.3K $1.99M
EMLP
First Tr Exchange Traded Iv

ETFs
16.2K
+ 4.34%
$35.79 - $38.28 $578K - $619K
388K $14.6M
WFC
Wells Fargo & Company

Financial Services
14.1K
+ 7.9%
$66.78 - $81.42 $941K - $1.15M
192K $13.8M
INTC
Intel Corp

Technology
36.3K
+ 20.79%
$19.1 - $27.39 $693K - $993K
211K $4.78M
EEM
Ishares Msci Emerging Markets

ETFs
18.2K
+ 6.94%
$40.81 - $45.34 $742K - $825K
280K $12.2M
LGOV
First Tr ETF Iv Long Duration

ETFs
52.7K
+ 26.16%
$20.41 - $21.7 $1.08M - $1.14M
254K $5.46M
SPOT
Spotify Technology S.A.

Communication Services
756
+ 9.43%
$457.79 - $648.32 $346K - $490K
8.77K $4.82M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
21.7K
+ 255.23%
$51.39 - $57.43 $1.12M - $1.25M
30.2K $1.68M
VLO
Valero Energy Corp

Energy
5.75K
+ 11.56%
$121.76 - $142.99 $700K - $823K
55.5K $7.33M
PFF
Ishares Trust Ishares Pfd And

ETFs
48.7K
+ 12.97%
$30.73 - $32.26 $1.5M - $1.57M
424K $13M
ICF
Ishares Tr

ETFs
18.4K
+ 24.67%
$57.98 - $63.8 $1.07M - $1.17M
93K $5.72M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
54K
+ 408.33%
$22.31 - $22.79 $1.21M - $1.23M
67.2K $1.52M
PDI
Pimco Dynamic Income Fund

Financial Services
46.9K
+ 24.34%
$18.51 - $20.05 $869K - $941K
240K $4.75M
CHKP
Check Point Software Technologies LTD

Technology
2.43K
+ 15.56%
$179.88 - $231.31 $438K - $563K
18.1K $4.12M
AFL
Aflac Inc

Financial Services
3.37K
+ 3.17%
$100.99 - $111.19 $340K - $374K
109K $12.2M
INCO
Columbia ETF Tr Ii Columbia In

ETFs
20K
New
$55.6 - $66.5 $1.11M - $1.33M
20K $1.19M
PLD
Prologis, Inc.

Real Estate
8.13K
+ 18.23%
$103.59 - $124.04 $842K - $1.01M
52.7K $5.89M
ATO
Atmos Energy Corp

Utilities
1.98K
+ 3.57%
$136.51 - $154.58 $270K - $306K
57.4K $8.88M
VO
Vanguard Mid Cap ETF

ETFs
6.81K
+ 6.09%
$251.87 - $277.95 $1.71M - $1.89M
119K $30.7M
LECO
Lincoln Electric Holdings Inc

Industrials
5.99K
+ 124.6%
$180.51 - $216.81 $1.08M - $1.3M
10.8K $2.04M
GLDM
World Gold Trust

ETFs
1.37K
+ 1.28%
$52.19 - $61.89 $71.4K - $84.7K
108K $6.68M
TJX
Tjx Companies Inc

Consumer Cyclical
8.59K
+ 10.12%
$112.81 - $126.16 $969K - $1.08M
93.5K $11.4M
SONY
Sony Group Corp

Technology
30.4K
+ 36.02%
$19.88 - $25.64 $604K - $779K
115K $2.91M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
20.9K
+ 38.37%
$48.43 - $49.9 $1.01M - $1.04M
75.2K $3.75M
ADP
Automatic Data Processing Inc

Industrials
2.29K
+ 7.11%
$286.85 - $318.64 $657K - $729K
34.5K $10.5M
URTH
Ishares Msci World ETF

ETFs
7.19K
New
$151.24 - $164.09 $1.09M - $1.18M
7.19K $1.1M
KR
Kroger CO

Consumer Defensive
13.7K
+ 54.44%
$58.36 - $67.72 $799K - $927K
38.8K $2.63M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
26.1K
+ 53.39%
$39.61 - $42.65 $1.03M - $1.11M
74.9K $3.05M
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.69K
+ 5.03%
$56.12 - $68.15 $263K - $320K
98K $6.65M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
19.6K
+ 26.26%
$51.52 - $52.37 $1.01M - $1.03M
94.1K $4.93M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
33.3K
+ 10.32%
$50.25 - $55.9 $1.67M - $1.86M
356K $18.3M
MSTR
Microstrategy Inc

Technology
3.92K
+ 8.9%
$239.27 - $396.5 $939K - $1.56M
48K $13.8M
MGV
Vanguard Mega Cap Value

ETFs
2.67K
+ 1.44%
$123.61 - $133.01 $330K - $355K
188K $24.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.16K
+ 6.0%
$80.53 - $147.57 $93.4K - $171K
20.5K $2.71M
RWL
Invesco Exchange Traded Fd Tr

ETFs
8.51K
+ 5.53%
$96.9 - $104.39 $825K - $888K
162K $16.1M
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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