Avantax Advisory Services, Inc. Incresed Positions in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EWY
Ishares Inc Msci South Korea E

ETFs
3.17K
+ 15.26%
$51.16 - $58.46 $162K - $185K
23.9K $1.29M
FNDF
Schwab Fundamental Intl Large

ETFs
1.75K
+ 2.95%
$32.9 - $37.45 $57.6K - $65.6K
61.1K $2.21M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.41K
+ 42.03%
$108.02 - $120.45 $261K - $291K
8.16K $897K
BKR
Baker Hughes CO

Energy
3.82K
+ 17.04%
$41.16 - $48.85 $157K - $186K
26.2K $1.15M
WY
Weyerhaeuser CO

Real Estate
6.63K
+ 18.67%
$27.29 - $31.39 $181K - $208K
42.2K $1.23M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
12.5K
+ 48.85%
$18.54 - $18.88 $231K - $235K
38K $710K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
779
+ 6.5%
$74.5 - $92.3 $58K - $71.9K
12.8K $1.16M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
3.35K
+ 4.39%
$49.67 - $51.43 $167K - $172K
79.7K $4.07M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
4.39K
+ 16.36%
$46.18 - $47.84 $203K - $210K
31.2K $1.49M
SSNC
Ss&C Technologies Holdings Inc

Technology
2.21K
+ 38.47%
$74.75 - $89.13 $165K - $197K
7.94K $663K
ESE
Esco Technologies Inc

Technology
84
+ 1.03%
$128.92 - $169.65 $10.8K - $14.3K
8.22K $1.31M
STNE
Stone Co Ltd.

Technology
3.85K
+ 5.22%
$7.85 - $11.45 $30.2K - $44.1K
77.6K $812K
XLC
Select Sector Spdr Tr Communic

ETFs
2.38K
+ 12.69%
$94.84 - $105.31 $226K - $251K
21.2K $2.04M
TTWO
Take Two Interactive Software Inc

Communication Services
750
+ 25.46%
$178.61 - $217.95 $134K - $163K
3.7K $765K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
21K
+ 39.74%
$14.03 - $17.33 $295K - $364K
74K $1.09M
SAN
Banco Santander, S.A.

Financial Services
8.67K
+ 11.4%
$4.46 - $7.14 $38.7K - $61.9K
84.7K $567K
HELE
Helen Of Troy LTD

Consumer Defensive
5.72K
+ 42.58%
$50.39 - $66.75 $288K - $382K
19.1K $1.02M
ZTS
Zoetis Inc.

Healthcare
1.08K
+ 4.19%
$156.48 - $175.67 $168K - $189K
26.8K $4.41M
HII
Huntington Ingalls Industries, Inc.

Industrials
499
+ 6.34%
$159.75 - $208.61 $79.7K - $104K
8.36K $1.71M
MCO
Moodys Corp

Financial Services
524
+ 16.75%
$437.8 - $527.48 $229K - $276K
3.65K $1.7M
MDU
Mdu Resources Group Inc

Industrials
14.1K
+ 74.04%
$16.45 - $18.61 $232K - $262K
33.1K $559K
CINF
Cincinnati Financial Corp

Financial Services
1.02K
+ 6.32%
$133.67 - $147.81 $137K - $151K
17.2K $2.54M
MTH
Meritage Homes Corp

Consumer Cyclical
10.7K
+ 163.42%
$69.41 - $152.01 $739K - $1.62M
17.2K $1.22M
NTST
Netstreit Corp.

Real Estate
12.2K
+ 97.77%
$13.64 - $15.85 $166K - $193K
24.6K $390K
GRMN
Garmin LTD

Technology
797
+ 22.13%
$204.55 - $241.93 $163K - $193K
4.4K $955K
HSBC
Hsbc Holdings PLC

Financial Services
1.78K
+ 12.72%
$48.68 - $61.58 $86.6K - $109K
15.8K $904K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
10K
+ 6.62%
$19.43 - $19.62 $195K - $196K
161K $3.16M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.12K
+ 2.39%
$32.74 - $36.2 $69.5K - $76.9K
90.9K $3.18M
DENN
Denny'S Corp

Consumer Cyclical
96.7K
+ 160.43%
$3.67 - $7.04 $355K - $681K
157K $576K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
5.1K
+ 29.68%
$30.38 - $34.94 $155K - $178K
22.3K $762K
CTSH
Cognizant Technology Solutions Corp

Technology
2.92K
+ 9.29%
$75.32 - $90.7 $220K - $264K
34.3K $2.62M
MEAR
Blackrock Short Maturity Munic

ETFs
4.09K
+ 37.1%
$49.97 - $50.36 $204K - $206K
15.1K $759K
PAYC
Paycom Software, Inc.

Technology
706
+ 17.44%
$199.42 - $225.82 $141K - $159K
4.75K $1.04M
VDC
Vanguard Consumer Staples ETF

ETFs
99
+ 0.39%
$206.54 - $226.16 $20.4K - $22.4K
25.2K $5.52M
VRSN
Verisign Inc

Technology
502
+ 28.82%
$205.1 - $254.74 $103K - $128K
2.24K $569K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.5K
+ 95.06%
$23.9 - $24.18 $203K - $205K
17.4K $421K
JHMD
John Hancock ETF Tr Multifacto

ETFs
4.81K
+ 36.64%
$31.74 - $36.18 $153K - $174K
17.9K $626K
FOXA
Fox Corp

Communication Services
2.66K
+ 40.43%
$47.9 - $58.0 $127K - $154K
9.24K $523K
DHR
Danaher Corp

Healthcare
5.53K
+ 14.52%
$201.62 - $250.59 $1.12M - $1.39M
43.6K $8.95M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
7.95K
+ 45.45%
$27.95 - $30.87 $222K - $245K
25.4K $719K
DG
Dollar General Corp

Consumer Defensive
918
+ 9.52%
$68.44 - $87.93 $62.8K - $80.7K
10.6K $928K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
1.88K
+ 6.31%
$76.77 - $82.22 $144K - $155K
31.7K $2.52M
HAL
Halliburton CO

Energy
10.5K
+ 27.3%
$24.15 - $29.9 $254K - $314K
49K $1.24M
INVH
Invitation Homes Inc.

Real Estate
1.35K
+ 2.64%
$30.28 - $34.85 $40.8K - $46.9K
52.3K $1.82M
JBL
Jabil Inc

Technology
1.6K
+ 49.89%
$130.51 - $173.33 $208K - $277K
4.8K $652K
JD
Jd.Com, Inc.

Consumer Cyclical
1.89K
+ 10.65%
$33.1 - $45.21 $62.6K - $85.4K
19.6K $807K
DFUS
Dimensional ETF Tr U S Equity

ETFs
6.97K
+ 9.99%
$59.61 - $66.71 $416K - $465K
76.8K $4.64M
CTA
Simplify Exch Traded Fds Simpl

ETFs
5.19K
+ 23.93%
$27.81 - $30.21 $144K - $157K
26.9K $796K
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
2.78K
+ 4.04%
$27.51 - $30.68 $76.6K - $85.4K
71.7K $2.1M
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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