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
TRGP
Targa Resources Corp.

Energy
1.33K
+ 14.4%
$178.44 - $217.22 $237K - $288K
10.5K $2.11M
EBAY
Ebay Inc

Consumer Cyclical
5.17K
+ 25.4%
$61.61 - $70.93 $318K - $366K
25.5K $1.73M
ING
Ing Groep Nv

Financial Services
6.9K
+ 8.22%
$15.51 - $20.74 $107K - $143K
90.8K $1.78M
COF
Capital One Financial Corp

Financial Services
2.26K
+ 3.99%
$163.87 - $209.82 $370K - $473K
58.8K $10.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.48K
+ 23.46%
$59.97 - $70.03 $569K - $664K
49.9K $3.13M
VICI
Vici Properties Inc.

Real Estate
6.6K
+ 9.45%
$28.21 - $32.68 $186K - $216K
76.5K $2.5M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.92K
+ 81.0%
$111.19 - $129.47 $324K - $378K
6.52K $843K
ADI
Analog Devices Inc

Technology
3.43K
+ 15.14%
$201.56 - $243.82 $690K - $835K
26.1K $5.25M
CSGP
Costar Group, Inc.

Real Estate
4.02K
+ 24.06%
$69.29 - $80.37 $279K - $323K
20.7K $1.64M
FTNT
Fortinet, Inc.

Technology
4.38K
+ 30.73%
$92.49 - $114.57 $405K - $501K
18.6K $1.79M
SJM
J M Smucker CO

Consumer Defensive
2.48K
+ 14.82%
$100.41 - $118.41 $249K - $294K
19.2K $2.27M
VEGI
Ishares Inc Msci Global Agricu

ETFs
11.7K
New
$35.02 - $38.62 $408K - $450K
11.7K $432K
SECT
Sector 10, Inc.

ETFs
18K
+ 13.94%
$50.98 - $57.8 $917K - $1.04M
147K $7.51M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.03K
+ 12.27%
$74.87 - $79.99 $377K - $403K
46.1K $3.54M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
15.2K
+ 96.36%
$29.68 - $32.59 $450K - $494K
30.9K $922K
GDV
Gabelli Dividend & Income Trust

Financial Services
17.3K
New
$23.47 - $25.3 $407K - $439K
17.3K $418K
NUE
Nucor Corp

Basic Materials
2.93K
+ 16.42%
$114.48 - $142.52 $336K - $418K
20.8K $2.5M
BP
Bp PLC

Energy
964
+ 1.06%
$29.93 - $35.31 $28.9K - $34K
91.6K $3.1M
ACGL
Arch Capital Group Ltd.

Financial Services
3.38K
+ 14.72%
$88.13 - $96.94 $298K - $328K
26.4K $2.53M
AIG
American International Group, Inc.

Financial Services
2.21K
+ 14.57%
$70.5 - $86.94 $155K - $192K
17.3K $1.51M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
13.4K
+ 23.59%
$9.49 - $14.83 $127K - $199K
70.3K $958K
FSTA
Fidelity Covington Tr Msci Con

ETFs
7.89K
New
$48.3 - $52.85 $381K - $417K
7.89K $403K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.1K
+ 50.76%
$24.39 - $35.22 $272K - $393K
33.1K $982K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.48K
+ 1.79%
$90.0 - $96.32 $494K - $528K
311K $28.7M
NEM
Newmont Corp

Basic Materials
4.66K
+ 29.15%
$37.79 - $48.39 $176K - $225K
20.6K $996K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.53K
+ 11.84%
$46.15 - $63.53 $117K - $161K
23.9K $1.47M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.53K
+ 4.53%
$39.4 - $42.61 $376K - $406K
220K $8.88M
SJNK
Spdr Bloomberg Short Term High

ETFs
15.8K
+ 104.42%
$25.08 - $25.64 $396K - $404K
30.9K $777K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
27K
New
$14.59 - $23.31 $394K - $630K
27K $394K
AOA
Ishares Tr Core Aggressive All

ETFs
5.14K
New
$75.7 - $80.01 $389K - $411K
5.14K $393K
COIN
Coinbase Global, Inc.

Technology
3.78K
+ 110.23%
$172.23 - $301.3 $651K - $1.14M
7.21K $1.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5.37K
+ 26.14%
$101.98 - $115.66 $547K - $621K
25.9K $2.65M
KE
Kimball Electronics, Inc.

Industrials
28.5K
+ 81.79%
$16.11 - $19.51 $459K - $556K
63.4K $1.04M
PSA
Public Storage

Real Estate
1.31K
+ 13.09%
$288.99 - $313.98 $377K - $410K
11.3K $3.37M
IWX
Ishares Tr Russell 200 Value E

ETFs
4.58K
+ 115.49%
$78.54 - $84.86 $359K - $388K
8.54K $701K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
7.74K
+ 13.39%
$51.26 - $52.53 $397K - $406K
65.5K $3.38M
HWM
Howmet Aerospace Inc.

Industrials
1.6K
+ 18.15%
$110.79 - $139.39 $177K - $223K
10.4K $1.35M
UTHR
United Therapeutics Corp

Healthcare
1.34K
+ 226.52%
$304.42 - $380.78 $408K - $511K
1.93K $595K
YUM
Yum Brands Inc

Consumer Cyclical
334
+ 2.34%
$123.25 - $162.53 $41.2K - $54.3K
14.6K $2.3M
ZS
Zscaler, Inc.

Technology
1.6K
+ 44.08%
$181.66 - $216.87 $291K - $347K
5.24K $1.04M
HCA
Hca Healthcare, Inc.

Healthcare
32
+ 0.4%
$296.7 - $345.55 $9.49K - $11.1K
8.08K $2.79M
ROL
Rollins Inc

Consumer Cyclical
3.72K
+ 16.21%
$45.65 - $54.03 $170K - $201K
26.7K $1.44M
FNF
Fidelity National Financial, Inc.

Financial Services
485
+ 1.26%
$54.25 - $65.27 $26.3K - $31.7K
39K $2.54M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
16.9K
+ 12.18%
$20.05 - $20.4 $339K - $345K
156K $3.17M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
3.93K
+ 6.98%
$24.11 - $28.41 $94.7K - $112K
60.2K $1.71M
DASH
Door Dash, Inc.

Communication Services
1.82K
+ 86.31%
$168.37 - $213.38 $306K - $387K
3.92K $716K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
14.9K
+ 45.86%
$25.12 - $26.05 $374K - $388K
47.3K $1.19M
CBOE
Cboe Global Markets, Inc.

Financial Services
1.21K
+ 42.79%
$190.84 - $226.29 $231K - $274K
4.05K $916K
CNP
Centerpoint Energy Inc

Utilities
7.9K
+ 47.08%
$30.87 - $36.25 $244K - $286K
24.7K $893K
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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