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
SYK
Stryker Corp

Healthcare
969
+ 4.56%
$355.18 - $399.9 $344K - $388K
22.2K $8.28M
BHP
Bhp Group LTD

Basic Materials
13.3K
+ 11.59%
$48.18 - $52.11 $639K - $691K
128K $6.2M
IBHE
Ishares Ibonds 2025 Term High

ETFs
25.9K
+ 17.19%
$23.16 - $23.32 $599K - $603K
176K $4.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.46K
+ 34.95%
$333.37 - $384.99 $820K - $947K
9.5K $3.18M
FTLS
First Tr Long/Short Equity ETF

ETFs
11K
+ 17.72%
$63.42 - $68.17 $698K - $750K
73.1K $4.68M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.9K
+ 16.14%
$48.65 - $53.06 $384K - $419K
56.8K $2.95M
INTU
Intuit Inc

Technology
1.53K
+ 6.28%
$555.63 - $630.23 $848K - $962K
25.8K $15.9M
HYMU
Blackrock ETF Tr Ii High Yield
24.9K
+ 63.25%
$22.43 - $23.19 $558K - $577K
64.2K $1.47M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.65K
+ 6.41%
$39.18 - $43.52 $378K - $420K
160K $6.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.27K
+ 9.83%
$308.86 - $455.36 $391K - $576K
14.1K $4.98M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
12.7K
+ 13.94%
$58.38 - $64.16 $740K - $813K
104K $6.14M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.38K
+ 2.83%
$36.91 - $41.03 $162K - $180K
159K $6.32M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
11.7K
New
$47.59 - $48.35 $555K - $563K
11.7K $563K
AES
Aes Corp

Utilities
46.3K
+ 104.01%
$9.93 - $13.23 $460K - $613K
90.9K $1.13M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
8.74K
New
$58.04 - $65.84 $507K - $575K
8.74K $556K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
14.2K
+ 16.31%
$43.63 - $46.01 $618K - $651K
101K $4.45M
EXEL
Exelixis, Inc.

Healthcare
14.9K
New
$32.38 - $39.16 $483K - $584K
14.9K $550K
GDMN
Wisdomtree Tr Efficient Gold P
12.6K
New
$28.97 - $43.56 $365K - $549K
12.6K $548K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
28.5K
+ 32.97%
$18.18 - $18.58 $519K - $530K
115K $2.13M
AGNC
Agnc Investment Corp.

Real Estate
54K
+ 73.03%
$9.12 - $10.54 $492K - $569K
128K $1.22M
BA
Boeing CO

Industrials
4.76K
+ 11.45%
$148.15 - $186.25 $705K - $886K
46.3K $7.9M
SPGI
S&P Global Inc.

Financial Services
666
+ 3.34%
$478.26 - $543.77 $319K - $362K
20.6K $10.5M
RAAX
Vaneck ETF Trust Inflation All

ETFs
16.4K
+ 97.32%
$28.3 - $30.43 $464K - $499K
33.3K $1.01M
EGP
Eastgroup Properties Inc

Real Estate
2.18K
+ 24.02%
$155.63 - $187.46 $339K - $408K
11.2K $1.98M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.62K
+ 27.6%
$100.59 - $103.47 $465K - $478K
21.4K $2.21M
K
Kellogg CO

Consumer Defensive
6.19K
+ 66.1%
$81.06 - $82.9 $501K - $513K
15.5K $1.28M
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.8K
New
$32.57 - $35.82 $516K - $567K
15.8K $524K
KWEB
Kraneshares Tr Csi China Inter

ETFs
11.9K
+ 65.99%
$27.29 - $38.29 $325K - $456K
29.9K $1.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.6K
+ 10.5%
$64.88 - $72.1 $946K - $1.05M
153K $10.1M
CTRA
Coterra Energy Inc.

Energy
6.78K
+ 7.12%
$25.51 - $29.83 $173K - $202K
102K $2.95M
F
Ford Motor CO

Consumer Cyclical
48.4K
+ 20.7%
$9.12 - $10.43 $441K - $504K
282K $2.83M
VGSH
Vanguard

ETFs
8.34K
+ 19.91%
$58.07 - $58.69 $484K - $489K
50.2K $2.95M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.53K
+ 16.79%
$180.02 - $208.56 $275K - $318K
10.6K $2.21M
ROP
Roper Technologies Inc

Industrials
400
+ 10.26%
$502.71 - $593.81 $201K - $238K
4.3K $2.53M
SAP
Sap Se

Technology
76
+ 0.35%
$241.4 - $293.69 $18.3K - $22.3K
21.9K $5.88M
RWO
Spdr Dow Jones Global Real Est

ETFs
11.3K
+ 84.57%
$41.41 - $45.24 $469K - $512K
24.7K $1.08M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.6K
New
$34.08 - $35.99 $499K - $527K
14.6K $502K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
13K
New
$34.34 - $38.51 $447K - $502K
13K $499K
OPCH
Option Care Health, Inc.

Healthcare
14.1K
New
$22.7 - $35.2 $321K - $497K
14.1K $493K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.45K
+ 17.34%
$50.87 - $51.09 $481K - $483K
64K $3.27M
JMEE
J P Morgan Exchange Traded Fd

ETFs
10.6K
+ 45.46%
$54.51 - $63.63 $580K - $677K
34K $1.9M
CRUS
Cirrus Logic, Inc.

Technology
4.9K
+ 34.76%
$97.89 - $111.4 $480K - $546K
19K $1.89M
LNG
Cheniere Energy, Inc.

Energy
1.36K
+ 13.06%
$209.32 - $253.66 $284K - $345K
11.8K $2.72M
FMB
First Tr Exchange Traded Fd Ii

ETFs
16.7K
+ 2.76%
$50.17 - $51.45 $837K - $858K
622K $31.3M
MWA
Mueller Water Products, Inc.

Industrials
16.2K
+ 65.89%
$21.65 - $28.24 $350K - $456K
40.7K $1.03M
EPD
Enterprise Products Partners L.P.

Energy
2.14K
+ 1.46%
$31.75 - $34.14 $68K - $73.1K
149K $5.09M
IAK
Ishares Tr

ETFs
2.29K
+ 15.62%
$121.85 - $137.9 $279K - $316K
17K $2.34M
C
Citigroup Inc

Financial Services
6.06K
+ 8.64%
$67.23 - $84.63 $407K - $513K
76.2K $5.41M
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
15.2K
New
$29.2 - $32.92 $444K - $501K
15.2K $469K
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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