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
GVI
Ishares Tr

ETFs
5.06K
+ 11.98%
$104.82 - $106.79 $531K - $541K
47.3K $5.05M
EMLP
First Tr Exchange Traded Iv

ETFs
15.1K
+ 3.88%
$33.62 - $37.89 $507K - $571K
403K $15.1M
FSMD
Fidelity Covington Tr Small Mi

ETFs
11.4K
+ 26.62%
$34.67 - $41.47 $395K - $473K
54.2K $2.25M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11K
+ 7.08%
$40.82 - $43.14 $448K - $473K
166K $7.16M
FLCB
Franklin Templeton ETF Tr Libe

ETFs
26.2K
+ 216.4%
$21.01 - $21.59 $550K - $565K
38.3K $823K
QTEC
First Trust Nasdaq 100 Technol

ETFs
425
+ 3.54%
$149.56 - $212.83 $63.6K - $90.5K
12.4K $2.64M
ENTG
Entegris Inc

Technology
8.61K
+ 43.45%
$62.92 - $86.2 $542K - $742K
28.4K $2.29M
SE
Sea LTD

Consumer Cyclical
150
+ 0.83%
$105.57 - $170.4 $15.8K - $25.6K
18.3K $2.92M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.23K
+ 28.51%
$160.63 - $257.78 $198K - $318K
5.56K $1.43M
WDC
Western Digital Corp

Technology
8.73K
New
$30.54 - $63.99 $266K - $558K
8.73K $558K
EXEL
Exelixis, Inc.

Healthcare
10K
+ 67.09%
$34.13 - $46.26 $342K - $463K
24.9K $1.1M
IDU
Ishares Tr U S Utils ETF

ETFs
4.72K
+ 27.31%
$93.98 - $106.11 $443K - $501K
22K $2.3M
VZ
Verizon Communications Inc

Communication Services
46.7K
+ 6.62%
$41.67 - $45.62 $1.94M - $2.13M
752K $32.5M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.98K
+ 7.62%
$29.19 - $50.24 $57.8K - $99.5K
28K $1.41M
CPNG
Coupang, Inc.

Consumer Cyclical
11.2K
+ 43.81%
$19.76 - $30.81 $221K - $345K
36.8K $1.1M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10K
+ 13.57%
$27.79 - $34.16 $279K - $343K
84K $2.86M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.52K
+ 8.69%
$63.54 - $68.5 $541K - $584K
107K $7.18M
BNDX
Vanguard Total International B

ETFs
8.31K
+ 4.75%
$48.77 - $49.55 $405K - $412K
183K $9.08M
VEEV
Veeva Systems Inc

Healthcare
109
+ 1.23%
$209.39 - $289.94 $22.8K - $31.6K
9.01K $2.59M
FSK
Fs Kkr Capital Corp

Financial Services
29.6K
+ 7.23%
$17.95 - $21.5 $531K - $636K
439K $9.1M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
890
+ 1.08%
$65.41 - $79.66 $58.2K - $70.9K
83.2K $6.63M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14K
+ 5.14%
$27.29 - $29.28 $383K - $411K
287K $8.41M
AZO
Autozone Inc

Consumer Cyclical
210
+ 8.29%
$3478.38 - $3880.15 $730K - $815K
2.74K $10.2M
ET
Energy Transfer LP

Energy
33.8K
+ 17.74%
$15.65 - $18.93 $529K - $639K
224K $4.06M
LFUS
Littelfuse Inc

Technology
1.3K
+ 16.83%
$149.72 - $227.31 $194K - $295K
9.01K $2.04M
PFIX
Simplify ETF Simplify Int Rate

ETFs
8.72K
+ 62.71%
$45.32 - $62.42 $395K - $544K
22.6K $1.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.51K
+ 2.95%
$59.8 - $60.07 $509K - $511K
296K $17.7M
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
15.6K
New
$25.92 - $33.03 $403K - $514K
15.6K $514K
CAH
Cardinal Health Inc

Healthcare
1.37K
+ 14.64%
$125.0 - $168.0 $171K - $230K
10.7K $1.8M
S
Sentinel One, Inc.

Technology
27.7K
New
$16.17 - $20.34 $449K - $564K
27.7K $507K
IQDY
Flexshares International Quali

ETFs
3.79K
+ 3.22%
$25.6 - $32.45 $96.9K - $123K
121K $3.93M
DG
Dollar General Corp

Consumer Defensive
1.92K
+ 18.22%
$86.02 - $114.95 $166K - $221K
12.5K $1.43M
FNDA
Schwab Fundamental U S Small C

ETFs
14.9K
+ 25.5%
$23.85 - $28.69 $354K - $426K
73.1K $2.1M
EVR
Evercore Inc.

Financial Services
1.84K
New
$163.77 - $271.5 $302K - $500K
1.84K $497K
AGZ
Ishares Agency Bond ETF

ETFs
4.46K
+ 15.45%
$108.32 - $109.92 $483K - $490K
33.3K $3.66M
PEAK
Healthpeak Properties, Inc.

Real Estate
25.9K
+ 36.78%
N/A
96.5K $1.83M
ILCV
Ishares Morningstar Value ETF

ETFs
2.8K
+ 2.1%
$72.16 - $83.39 $202K - $233K
136K $11.3M
FNDX
Schwab Fundamental U S Large C

ETFs
19.1K
+ 74.75%
$20.84 - $24.54 $398K - $469K
44.7K $1.1M
EWY
Ishares Inc Msci South Korea E

ETFs
917
+ 3.83%
$48.92 - $72.65 $44.9K - $66.6K
24.9K $1.78M
CMBS
Ishares Cmbs ETF

ETFs
9.47K
+ 25.17%
$47.54 - $48.72 $450K - $461K
47.1K $2.29M
MCK
Mckesson Corp

Healthcare
320
+ 7.55%
$652.83 - $732.78 $209K - $234K
4.56K $3.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23
+ 0.01%
$29.12 - $35.84 $670 - $824
170K $6.1M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
15.8K
+ 77.22%
$22.98 - $27.84 $363K - $440K
36.2K $1.01M
HSBC
Hsbc Holdings PLC

Financial Services
7.07K
+ 44.87%
$46.68 - $61.09 $330K - $432K
22.8K $1.39M
VKTX
Viking Therapeutics, Inc.

Healthcare
18.2K
New
$19.98 - $29.49 $364K - $538K
18.2K $483K
DBP
Invesco Db Precious Metals Fund

ETFs
6.42K
New
$66.62 - $77.53 $427K - $497K
6.42K $482K
IGRO
Ishares Tr International Divid

ETFs
2.86K
+ 7.2%
$66.32 - $80.17 $190K - $230K
42.6K $3.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.62K
+ 1.98%
$85.42 - $94.39 $394K - $436K
238K $22.3M
LEN
Lennar Corp

Consumer Cyclical
4.55K
+ 85.13%
$102.76 - $115.66 $468K - $526K
9.9K $1.09M
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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