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
JEPI
J P Morgan Exchange Traded Fd

ETFs
26.4K
+ 2.21%
$51.14 - $57.0 $1.35M - $1.51M
1.22M $69.3M
CARR
Carrier Global Corp

Industrials
4.95K
+ 6.15%
$55.55 - $75.83 $275K - $375K
85.3K $6.25M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
9.47K
+ 114.45%
$110.55 - $126.65 $1.05M - $1.2M
17.7K $2.18M
PAVE
Global X Fds Us Infrastructure

ETFs
8.02K
+ 5.88%
$33.78 - $43.68 $271K - $350K
144K $6.29M
CGUS
Capital Group Core Equity ETF
21.9K
+ 23.42%
$29.93 - $36.93 $657K - $810K
116K $4.27M
LHX
L3 Harris Technologies, Inc.

Industrials
1.27K
+ 6.51%
$200.21 - $256.99 $254K - $326K
20.7K $5.2M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
2.27K
+ 7.24%
$101.69 - $139.02 $230K - $315K
33.6K $4.67M
ABNB
Airbnb, Inc.

Consumer Cyclical
5.92K
+ 22.51%
$105.69 - $140.64 $625K - $832K
32.2K $4.26M
SNPS
Synopsys Inc

Technology
690
+ 7.6%
$380.9 - $517.66 $263K - $357K
9.77K $5.01M
LNG
Cheniere Energy, Inc.

Energy
3.98K
+ 33.8%
$197.25 - $244.33 $784K - $971K
15.7K $3.83M
CMF
Ishares California Muni Bond E

ETFs
20.4K
+ 33.94%
$54.52 - $56.7 $1.11M - $1.16M
80.4K $4.48M
PKB
Invesco Exchange Traded Fd Tr

ETFs
6.54K
+ 14.78%
$62.05 - $80.65 $406K - $528K
50.8K $4.08M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.11K
+ 1.91%
$86.05 - $107.7 $181K - $227K
113K $12.1M
TFC
Truist Financial Corp

Financial Services
18.1K
+ 10.95%
$34.79 - $42.99 $628K - $776K
183K $7.87M
NRG
Nrg Energy, Inc.

Utilities
3.87K
+ 55.14%
$83.61 - $162.67 $323K - $629K
10.9K $1.75M
XLF
Financial Sector Spdr

ETFs
4.23K
+ 1.27%
$43.92 - $52.37 $186K - $222K
336K $17.6M
FTNT
Fortinet, Inc.

Technology
8.47K
+ 45.49%
$84.71 - $108.69 $717K - $920K
27.1K $2.86M
SYK
Stryker Corp

Healthcare
1.39K
+ 6.24%
$337.37 - $395.63 $468K - $549K
23.6K $9.35M
HWM
Howmet Aerospace Inc.

Industrials
2.58K
+ 24.72%
$112.33 - $186.13 $289K - $479K
13K $2.42M
PECO
Phillips Edison & Company, Inc.

Real Estate
33.4K
+ 45.02%
$33.53 - $37.33 $1.12M - $1.25M
108K $3.77M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
530
+ 2.3%
$468.22 - $566.51 $248K - $300K
23.5K $13.3M
ARKW
Ark Next Generation Internet E

ETFs
1.16K
+ 6.92%
$82.77 - $147.9 $95.8K - $171K
17.9K $2.64M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
7.95K
+ 97.41%
$97.68 - $121.38 $776K - $964K
16.1K $1.95M
JMEE
J P Morgan Exchange Traded Fd

ETFs
15.8K
+ 46.52%
$49.07 - $59.23 $777K - $937K
49.9K $2.95M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
16.2K
+ 13.08%
$46.92 - $55.01 $761K - $892K
140K $7.62M
BSX
Boston Scientific Corp

Healthcare
7.1K
+ 16.67%
$89.7 - $107.41 $637K - $763K
49.7K $5.34M
GBIL
Goldman Sachs Access Treasury

ETFs
10.3K
New
$99.83 - $100.19 $1.03M - $1.03M
10.3K $1.03M
DLR
Digital Realty Trust, Inc.

Real Estate
1.11K
+ 4.13%
$136.11 - $177.69 $151K - $197K
27.9K $4.87M
JCI
Johnson Controls International PLC

Industrials
3.72K
+ 15.13%
$71.14 - $105.62 $264K - $392K
28.3K $2.99M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
30.7K
New
$26.38 - $32.66 $810K - $1M
30.7K $1M
HDV
Ishares Core High Dividend ETF

ETFs
12.8K
+ 10.15%
$108.41 - $120.51 $1.38M - $1.54M
138K $16.2M
CSX
Csx Corp

Industrials
13.8K
+ 8.06%
$26.69 - $32.91 $368K - $453K
185K $6.03M
SAP
Sap Se

Technology
693
+ 3.16%
$237.53 - $309.8 $165K - $215K
22.6K $6.87M
BTI
British American Tobacco P.L.C.

Consumer Defensive
11.9K
+ 17.13%
$39.43 - $49.34 $471K - $589K
81.6K $3.86M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
14.6K
+ 28.82%
$66.5 - $71.25 $970K - $1.04M
65.2K $4.53M
SMR
Nuscale Power Corp

Industrials
4.76K
+ 15.53%
$12.6 - $43.24 $60K - $206K
35.4K $1.4M
QDPL
Pacer Fds Tr Metaurus Us Large
20.6K
+ 39.42%
$32.46 - $39.77 $669K - $819K
72.9K $2.88M
SOXX
Ishares Semiconductor ETF

ETFs
309
+ 1.79%
$154.86 - $239.07 $47.9K - $73.9K
17.6K $4.2M
AEIS
Advanced Energy Industries Inc

Industrials
1.86K
+ 10.02%
$79.03 - $133.84 $147K - $249K
20.5K $2.71M
SOFI
So Fi Technologies, Inc.

Financial Services
22.3K
+ 27.73%
$9.5 - $18.21 $212K - $406K
103K $1.87M
MTB
M&T Bank Corp

Financial Services
1.67K
+ 4.19%
$156.58 - $193.99 $262K - $325K
41.7K $8.08M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
17.6K
+ 144.26%
$44.42 - $51.46 $784K - $908K
29.9K $1.53M
QUBT
Quantum Computing Inc.

Technology
28.1K
+ 82.39%
$5.87 - $21.22 $165K - $596K
62.2K $1.19M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
7.82K
+ 23.62%
$27.82 - $46.45 $218K - $363K
40.9K $1.9M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
18K
+ 5.93%
$48.5 - $49.35 $873K - $888K
321K $15.8M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
9.06K
+ 6.19%
$100.35 - $100.71 $909K - $912K
155K $15.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.68K
+ 2.99%
$149.76 - $186.42 $252K - $313K
57.9K $10.8M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
13.2K
+ 228.58%
$53.75 - $67.21 $711K - $889K
19K $1.26M
CORP
Pimco Investment Grade Corp Bd

ETFs
9.06K
+ 17.42%
$94.14 - $97.31 $853K - $881K
61K $5.94M
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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