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
DRI
Darden Restaurants Inc

Consumer Cyclical
1.71K
+ 16.08%
$186.58 - $225.78 $319K - $386K
12.3K $2.69M
GDMN
Wisdomtree Tr Efficient Gold P
7.78K
+ 61.75%
$37.63 - $54.59 $293K - $425K
20.4K $1.03M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
15.9K
New
$24.81 - $29.88 $396K - $477K
15.9K $476K
URA
Global X Uranium ETF

ETFs
1.69K
+ 6.52%
$20.26 - $38.81 $34.2K - $65.5K
27.6K $1.07M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.45K
New
$224.32 - $326.09 $324K - $472K
1.45K $471K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.1K
+ 50.49%
$35.3 - $37.51 $428K - $454K
36.1K $1.35M
UPS
United Parcel Service Inc

Industrials
12K
+ 14.62%
$91.92 - $110.2 $1.11M - $1.33M
94.4K $9.52M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.7K
+ 41.57%
$24.14 - $25.43 $475K - $500K
67K $1.66M
CORT
Corcept Therapeutics Inc

Healthcare
6.36K
New
$62.24 - $91.93 $396K - $584K
6.36K $466K
RY
Royal Bank Of Canada

Financial Services
2.04K
+ 19.57%
$108.36 - $131.55 $221K - $269K
12.5K $1.64M
HAS
Hasbro, Inc.

Consumer Cyclical
6.27K
New
$50.71 - $73.82 $318K - $463K
6.27K $462K
ADSK
Autodesk, Inc.

Technology
1.87K
+ 35.64%
N/A
7.13K $1.75M
FSLR
First Solar, Inc.

Technology
1.44K
+ 25.26%
$120.38 - $192.98 $173K - $278K
7.15K $1.18M
NVT
N Vent Electric PLC

Industrials
3.07K
+ 27.25%
$45.2 - $73.35 $139K - $225K
14.3K $1.05M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.43K
+ 9.35%
$34.78 - $43.42 $224K - $279K
75.2K $3.26M
RBLX
Roblox Corp

Communication Services
1.18K
+ 16.71%
$51.22 - $105.59 $60.3K - $124K
8.23K $865K
CIVI
Civitas Resources, Inc.

Energy
16.5K
New
$24.28 - $35.09 $400K - $577K
16.5K $452K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.84K
+ 13.81%
$50.1 - $51.02 $443K - $451K
72.8K $3.71M
FJP
First Trust Japan Alphadex Fun

ETFs
5.68K
+ 25.75%
$47.79 - $60.17 $271K - $342K
27.7K $1.66M
MNST
Monster Beverage Corp

Consumer Defensive
2.87K
+ 4.45%
$55.01 - $64.24 $158K - $184K
67.3K $4.22M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.96K
+ 9.98%
$49.73 - $51.44 $396K - $409K
87.7K $4.51M
TDW
Tidewater Inc

Energy
9.48K
New
$32.27 - $48.26 $306K - $458K
9.48K $437K
MMM
3 M CO

Industrials
1.45K
+ 3.64%
$126.09 - $154.15 $183K - $223K
41.3K $6.28M
RAAX
Vaneck ETF Trust Inflation All

ETFs
13.3K
+ 40.06%
$27.19 - $31.82 $362K - $424K
46.6K $1.45M
DAL
Delta Air Lines, Inc.

Industrials
5.28K
+ 17.07%
$35.88 - $52.99 $190K - $280K
36.2K $1.78M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
23.7K
+ 20.7%
$13.71 - $15.46 $324K - $366K
138K $2.13M
WING
Wingstop Inc.

Consumer Cyclical
101
+ 2.81%
$210.24 - $381.46 $21.2K - $38.5K
3.69K $1.24M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.2K
+ 49.78%
$56.84 - $65.5 $353K - $406K
18.7K $1.22M
UBS
Ubs Group Ag

Financial Services
8.06K
+ 16.39%
$26.12 - $33.82 $211K - $273K
57.2K $1.94M
ITW
Illinois Tool Works Inc

Industrials
1.79K
+ 10.01%
$218.41 - $252.43 $391K - $452K
19.7K $4.87M
PJUN
Innovator U.S. Equity Power Bu

ETFs
9.95K
+ 89.07%
$34.48 - $39.76 $343K - $395K
21.1K $839K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
19.7K
+ 27.96%
$11.9 - $15.57 $234K - $306K
90K $1.38M
MLM
Martin Marietta Materials Inc

Basic Materials
579
+ 38.47%
$452.51 - $568.19 $262K - $329K
2.08K $1.14M
WM
Waste Management Inc

Industrials
3.05K
+ 3.0%
$216.47 - $242.1 $660K - $739K
105K $24M
HPQ
Hp Inc

Technology
24.9K
+ 43.34%
$21.88 - $29.32 $544K - $729K
82.2K $2.01M
WELL
Welltower Inc.

Real Estate
2.56K
+ 6.33%
$136.49 - $155.22 $350K - $398K
43K $6.62M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.42K
+ 86.11%
$105.2 - $141.69 $255K - $343K
5.24K $742K
RL
Ralph Lauren Corp

Consumer Cyclical
1.51K
New
$182.34 - $286.22 $275K - $431K
1.51K $413K
TTWO
Take Two Interactive Software Inc

Communication Services
1.15K
+ 31.17%
$194.58 - $243.05 $224K - $280K
4.85K $1.18M
STT
State Street Corp

Financial Services
2K
+ 17.0%
$75.33 - $106.34 $151K - $213K
13.8K $1.47M
KEYS
Keysight Technologies, Inc.

Technology
1.93K
+ 29.62%
$127.02 - $165.4 $245K - $318K
8.42K $1.38M
ON
On Semiconductor Corp

Technology
5.5K
+ 54.83%
$31.95 - $54.21 $176K - $298K
15.5K $813K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.45K
+ 28.34%
$34.72 - $42.74 $258K - $318K
33.7K $1.44M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
9.83K
+ 20.3%
$45.9 - $48.26 $451K - $474K
58.2K $2.72M
NU
Nu Holdings Ltd.

Financial Services
8.22K
+ 9.91%
$9.6 - $13.72 $79K - $113K
91.2K $1.25M
ROP
Roper Technologies Inc

Industrials
879
+ 20.45%
$519.19 - $590.78 $456K - $519K
5.18K $2.93M
ZETA
Zeta Global Holdings Corp.

Technology
25.9K
New
$11.02 - $16.81 $285K - $435K
25.9K $400K
CTSH
Cognizant Technology Solutions Corp

Technology
4.39K
+ 12.8%
$66.47 - $81.81 $292K - $359K
38.7K $3.02M
FFIV
F5, Inc.

Technology
1.26K
+ 155.93%
$239.25 - $295.9 $302K - $374K
2.07K $610K
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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