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
IGRO
Ishares Tr International Divid

ETFs
2.7K
+ 7.29%
$66.91 - $73.87 $181K - $199K
39.7K $2.88M
COPX
Global X Copper Miners ETF

ETFs
8.28K
+ 21.42%
$37.72 - $43.32 $312K - $359K
46.9K $1.83M
IOT
Samsara Inc.

Technology
9.31K
New
$34.06 - $60.96 $317K - $568K
9.31K $357K
DTE
Dte Energy CO

Utilities
801
+ 5.76%
$117.6 - $138.27 $94.2K - $111K
14.7K $2.03M
REXR
Rexford Industrial Realty, Inc.

Real Estate
8.91K
+ 66.34%
$37.17 - $41.44 $331K - $369K
22.3K $874K
EQH
Equitable Holdings, Inc.

Financial Services
5.04K
+ 27.81%
$47.64 - $55.68 $240K - $281K
23.2K $1.21M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
1.66K
+ 1.55%
$123.11 - $130.57 $204K - $216K
108K $13.8M
VPC
Etfis Ser Tr I Virtus Private

ETFs
18.8K
+ 27.73%
$21.02 - $22.9 $396K - $432K
86.8K $1.82M
KMI
Kinder Morgan, Inc.

Energy
8.57K
+ 9.4%
$26.1 - $31.22 $224K - $267K
99.7K $2.84M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
17.2K
New
$19.8 - $19.97 $341K - $344K
17.2K $342K
SCS
Steelcase Inc

Industrials
36.3K
+ 54.61%
$10.57 - $12.53 $383K - $455K
103K $1.13M
AWK
American Water Works Company, Inc.

Utilities
190
+ 1.41%
$121.01 - $149.31 $23K - $28.4K
13.7K $2.02M
HRL
Hormel Foods Corp

Consumer Defensive
11.9K
+ 16.67%
$28.29 - $31.52 $338K - $377K
83.6K $2.59M
CAH
Cardinal Health Inc

Healthcare
1.32K
+ 16.41%
$118.02 - $137.77 $156K - $182K
9.35K $1.29M
APH
Amphenol Corp

Technology
8.51K
+ 14.43%
$61.62 - $78.55 $524K - $668K
67.4K $4.42M
VTWG
Vanguard Russell 2000 Growth E

ETFs
3.34K
+ 27.22%
$185.73 - $221.19 $620K - $738K
15.6K $2.91M
ECL
Ecolab Inc.

Basic Materials
759
+ 10.66%
$229.72 - $269.82 $174K - $205K
7.88K $2M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.19K
+ 76.57%
$314.47 - $431.35 $373K - $512K
2.74K $1M
STN
Stantec Inc

Industrials
3.03K
+ 17.15%
$74.62 - $89.33 $226K - $271K
20.7K $1.71M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.63K
+ 17.52%
$80.21 - $86.14 $291K - $313K
24.3K $2.01M
ADMA
Adma Biologics, Inc.

Healthcare
1.95K
+ 1.84%
$15.44 - $20.61 $30.2K - $40.3K
108K $2.15M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
16.1K
+ 23.78%
N/A
83.7K $1.7M
AON
Aon PLC

Financial Services
318
+ 6.44%
$348.44 - $409.32 $111K - $130K
5.25K $2.1M
WSO
Watsco Inc

Industrials
327
+ 7.14%
$463.86 - $530.75 $152K - $174K
4.91K $2.5M
KNSL
Kinsale Capital Group, Inc.

Financial Services
386
+ 6.16%
$416.48 - $494.72 $161K - $191K
6.65K $3.24M
HYLS
First Tr Tactical High Yield L

ETFs
8.46K
+ 9.69%
$40.95 - $41.77 $347K - $353K
95.8K $3.93M
HEI
Heico Corp

Industrials
156
+ 1.65%
$219.6 - $270.85 $34.3K - $42.3K
9.62K $2.57M
HYG
Ishares Tr

ETFs
3.87K
+ 6.3%
$78.51 - $80.11 $304K - $310K
65.3K $5.15M
HOOD
Robinhood Markets, Inc.

Technology
5.68K
+ 29.7%
$35.63 - $65.28 $202K - $371K
24.8K $1.03M
PPL
Ppl Corp

Utilities
1.35K
+ 1.83%
$31.68 - $36.11 $42.9K - $48.9K
75.5K $2.73M
GS
Goldman Sachs Group Inc

Financial Services
1.64K
+ 7.49%
$524.81 - $672.19 $858K - $1.1M
23.5K $12.8M
BKNG
Booking Holdings Inc.

Consumer Cyclical
139
+ 15.5%
$4295.4 - $5141.88 $597K - $715K
1.04K $4.77M
ABC
Amerisourcebergen Corp

Healthcare
1.71K
+ 9.95%
N/A
18.9K $3.5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
914
+ 1.14%
$114.57 - $118.14 $105K - $108K
81.3K $9.6M
COOP
Mr. Cooper Group Inc.

Financial Services
2.62K
New
$91.4 - $119.6 $239K - $313K
2.62K $313K
JACK
Jack In The Box Inc

Consumer Cyclical
17.8K
+ 148.09%
$27.19 - $42.58 $485K - $759K
29.9K $812K
TBUX
T Rowe Price Exchange Traded F

ETFs
6.24K
New
$49.57 - $49.82 $309K - $311K
6.24K $309K
IYK
Ishares U.S. Consumer Staples

ETFs
2.3K
+ 9.94%
$63.29 - $71.8 $145K - $165K
25.4K $1.82M
VTWO
Vanguard Russell 2000 ETF

ETFs
10.1K
+ 17.1%
$80.08 - $92.93 $811K - $941K
69.3K $5.59M
CNOB
Connect One Bancorp, Inc.

Financial Services
10.7K
+ 36.63%
$21.51 - $27.55 $231K - $295K
40K $972K
WHR
Whirlpool Corp

Consumer Cyclical
4.98K
+ 82.82%
$88.58 - $133.14 $441K - $663K
11K $990K
PAGP
Plains Gp Holdings LP

Energy
8.5K
+ 21.18%
$18.52 - $22.13 $157K - $188K
48.6K $1.04M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.84K
+ 26.14%
$45.92 - $47.58 $268K - $278K
28.2K $1.34M
CMF
Ishares California Muni Bond E

ETFs
6.28K
+ 11.68%
$55.93 - $57.47 $351K - $361K
60.1K $3.38M
IRBO
Ishares Robotics & Artificial

ETFs
9.33K
New
N/A
9.33K $299K
MPC
Marathon Petroleum Corp

Energy
1.29K
+ 7.35%
$134.72 - $159.03 $173K - $205K
18.8K $2.74M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
21.7K
New
$13.34 - $13.81 $290K - $300K
21.7K $296K
JCI
Johnson Controls International PLC

Industrials
3.37K
+ 15.89%
$76.12 - $90.6 $256K - $305K
24.6K $1.97M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
10.9K
New
$25.44 - $27.95 $276K - $304K
10.9K $293K
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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