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
PFE
Pfizer Inc

Healthcare
54.1K
+ 14.64%
$21.59 - $24.84 $1.17M - $1.34M
423K $10.3M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
23.6K
New
$32.61 - $38.62 $769K - $911K
23.6K $898K
IFRA
Ishares Tr

ETFs
16.2K
+ 68.61%
$40.97 - $49.19 $663K - $797K
39.8K $1.96M
OLED
Universal Display Corp Pa

Technology
4.71K
+ 43.3%
$106.6 - $161.02 $502K - $758K
15.6K $2.41M
CME
Cme Group Inc.

Financial Services
2.47K
+ 12.71%
$252.37 - $290.71 $623K - $718K
21.9K $6.04M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
12.7K
+ 4.84%
$51.1 - $53.29 $648K - $676K
275K $14.6M
ENFR
Alerian Energy Infrastructure

ETFs
28.3K
+ 38.79%
$28.49 - $33.44 $805K - $945K
101K $3.26M
ABT
Abbott Laboratories

Healthcare
1.87K
+ 1.03%
$123.95 - $138.08 $231K - $258K
182K $24.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
132
+ 0.4%
$219.76 - $276.94 $29K - $36.6K
32.9K $9.11M
MA
Mastercard Inc

Financial Services
339
+ 0.7%
$479.92 - $590.74 $163K - $200K
48.8K $27.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.71K
+ 2.01%
$166.82 - $194.23 $286K - $333K
86.8K $16.9M
FSMO
Fidelity Covington Tr

ETFs
32.3K
+ 126.95%
N/A
57.7K $1.52M
SPGI
S&P Global Inc.

Financial Services
850
+ 4.12%
$438.31 - $527.29 $373K - $448K
21.5K $11.3M
CTAS
Cintas Corp

Industrials
1.84K
+ 7.47%
$190.11 - $227.66 $350K - $419K
26.5K $5.9M
FAST
Fastenal CO

Industrials
56.1K
+ 131.07%
$40.65 - $83.16 $2.28M - $4.66M
98.8K $4.15M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
2K
+ 1.94%
$50.1 - $63.16 $100K - $126K
105K $6.65M
GD
General Dynamics Corp

Industrials
1.64K
+ 9.17%
$247.68 - $291.66 $406K - $478K
19.5K $5.69M
TTD
Trade Desk, Inc.

Technology
3.73K
+ 11.84%
$45.27 - $79.4 $169K - $296K
35.2K $2.53M
EEMV
Ishares Msci Emerging Markets

ETFs
5.68K
+ 5.6%
$54.12 - $62.8 $308K - $357K
107K $6.73M
IQLT
Ishares Msci Intl Quality Fact

ETFs
5.65K
+ 3.55%
$35.9 - $43.76 $203K - $247K
165K $7.12M
SNOW
Snowflake Inc.

Technology
544
+ 6.18%
$130.53 - $223.77 $71K - $122K
9.35K $2.09M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
10.9K
+ 10.75%
$41.3 - $47.0 $448K - $510K
112K $5.25M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
45.3K
+ 9.39%
$14.97 - $16.79 $679K - $761K
528K $8.83M
TJX
Tjx Companies Inc

Consumer Cyclical
5.21K
+ 5.57%
$119.13 - $135.03 $620K - $703K
98.7K $12.2M
RGTI
Rigetti Computing, Inc.

Technology
58.4K
+ 216.78%
$7.5 - $14.29 $438K - $835K
85.4K $1.01M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
32.4K
+ 45.76%
$22.4 - $23.8 $725K - $771K
103K $2.45M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
15.8K
+ 170.07%
$49.98 - $50.26 $791K - $795K
25.1K $1.26M
FIS
Fidelity National Information Services, Inc.

Technology
6.39K
+ 16.01%
$68.14 - $82.13 $436K - $525K
46.3K $3.77M
BNS
Bank Of Nova Scotia

Financial Services
5.96K
+ 10.27%
$44.56 - $55.27 $266K - $330K
64K $3.54M
JHMD
John Hancock ETF Tr Multifacto

ETFs
18.9K
+ 105.5%
$31.34 - $38.59 $593K - $730K
36.9K $1.41M
ADP
Automatic Data Processing Inc

Industrials
2.22K
+ 6.43%
$276.76 - $326.81 $614K - $725K
36.7K $11.3M
MBB
Ishares Tr

ETFs
8.14K
+ 4.71%
$91.41 - $94.22 $744K - $767K
181K $17M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
21.2K
+ 154.57%
$29.8 - $35.39 $632K - $751K
34.9K $1.23M
IBHE
Ishares Ibonds 2025 Term High

ETFs
33.1K
+ 18.78%
$22.98 - $23.27 $760K - $770K
209K $4.87M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
17.9K
+ 15.32%
$26.82 - $30.48 $480K - $545K
135K $4.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.13K
+ 0.95%
$45.11 - $52.34 $186K - $216K
441K $23.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
14.7K
+ 19.59%
$49.57 - $50.27 $731K - $741K
90K $4.52M
PMF
Pimco Municipal Income Fund

Financial Services
126K
+ 45.93%
$7.76 - $8.98 $975K - $1.13M
399K $3.19M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
20K
+ 136.86%
$32.77 - $36.44 $657K - $730K
34.7K $1.26M
ILDR
First Tr Exchange Traded Fd Vi
23.4K
+ 203.14%
$20.6 - $29.43 $483K - $689K
35K $1.03M
ICE
Intercontinental Exchange, Inc.

Financial Services
2.3K
+ 7.52%
$151.62 - $183.47 $349K - $423K
33K $6.05M
XLB
Select Sector Spdr Fd Material

ETFs
8.01K
+ 28.47%
$74.27 - $88.92 $595K - $712K
36.2K $3.18M
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
31.4K
+ 31.99%
$19.73 - $22.32 $619K - $700K
129K $2.81M
SYF
Synchrony Financial

Financial Services
9.54K
+ 116.9%
$43.81 - $66.74 $418K - $637K
17.7K $1.18M
STNE
Stone Co Ltd.

Technology
19.6K
+ 25.26%
$10.43 - $16.04 $204K - $314K
97.2K $1.56M
DHR
Danaher Corp

Healthcare
5.39K
+ 12.35%
$174.64 - $205.16 $941K - $1.11M
49K $9.69M
DFIV
Dimensional ETF Tr

ETFs
13.5K
+ 32.58%
$34.67 - $43.21 $468K - $584K
55K $2.35M
HII
Huntington Ingalls Industries, Inc.

Industrials
1.66K
+ 19.82%
$183.31 - $241.46 $304K - $400K
10K $2.42M
AMP
Ameriprise Financial Inc

Financial Services
1.09K
+ 42.11%
$422.19 - $533.73 $458K - $580K
3.67K $1.96M
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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