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
PNW
Pinnacle West Capital Corp

Utilities
344
+ 2.29%
$81.76 - $95.25 $28.1K - $32.8K
15.3K $1.46M
NWN
Northwest Natural Holding CO

Utilities
811
+ 1.67%
$38.31 - $42.72 $31.1K - $34.6K
49.4K $2.11M
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
6.4K
+ 17.74%
$21.48 - $22.98 $137K - $147K
42.5K $955K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
3.2K
+ 29.46%
$22.39 - $33.23 $71.7K - $106K
14.1K $424K
BSCV
Invesco ETF Self Indexed Fd Tr
10.6K
+ 27.7%
$15.87 - $16.38 $168K - $174K
48.9K $797K
PEB
Pebblebrook Hotel Trust

Real Estate
30.9K
+ 81.42%
$10.13 - $14.01 $313K - $433K
68.9K $697K
PRGO
Perrigo CO PLC

Healthcare
5.77K
+ 64.3%
$23.5 - $29.47 $136K - $170K
14.7K $413K
REM
Ishares Tr Mtg Real Estate ETF

ETFs
6.9K
+ 27.54%
$20.83 - $23.69 $144K - $163K
31.9K $716K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
5.1K
+ 23.35%
$37.11 - $39.53 $189K - $202K
26.9K $1.01M
STE
Steris PLC

Healthcare
511
+ 16.38%
$202.46 - $232.74 $103K - $119K
3.63K $822K
CTVA
Corteva, Inc.

Basic Materials
943
+ 4.74%
$55.94 - $66.15 $52.8K - $62.4K
20.8K $1.31M
WING
Wingstop Inc.

Consumer Cyclical
1.37K
+ 61.34%
$207.0 - $311.93 $283K - $426K
3.59K $810K
FISV
Fiserv Inc

Technology
1.41K
+ 5.83%
N/A
25.6K $3.21M
IQDY
Flexshares International Quali

ETFs
119
+ 0.1%
$27.22 - $30.14 $3.24K - $3.59K
118K $3.42M
WCC
Wesco International Inc

Industrials
1.58K
+ 58.62%
$155.3 - $199.95 $246K - $317K
4.29K $665K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.87K
+ 24.09%
$94.86 - $97.12 $177K - $181K
9.62K $916K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.6K
+ 11.34%
$49.69 - $50.76 $179K - $183K
35.4K $1.77M
LNTH
Lantheus Holdings, Inc.

Healthcare
1.6K
+ 67.21%
$78.23 - $110.01 $125K - $176K
3.98K $388K
HUM
Humana Inc

Healthcare
583
+ 31.65%
$249.11 - $303.11 $145K - $177K
2.43K $641K
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.3K
+ 96.02%
$14.46 - $15.96 $164K - $181K
23.2K $350K
CBRE
Cbre Group, Inc.

Real Estate
1.36K
+ 9.24%
$121.79 - $147.13 $165K - $200K
16K $2.1M
CHE
Chemed Corp

Healthcare
88
+ 6.5%
$521.84 - $615.32 $45.9K - $54.1K
1.44K $887K
IP
International Paper CO

Consumer Cyclical
3.45K
+ 10.35%
$49.38 - $60.09 $170K - $207K
36.8K $1.96M
MKC
Mccormick & CO Inc

Consumer Defensive
104
+ 0.4%
$71.24 - $84.73 $7.41K - $8.81K
26.3K $2.16M
FNDB
Schwab Fundamental U S Broad M

ETFs
7.38K
+ 55.57%
$22.52 - $24.48 $166K - $181K
20.7K $475K
MGK
Vanguard Mega Cap Growth ETF

ETFs
2.75K
+ 13.89%
$307.43 - $357.48 $845K - $982K
22.5K $6.96M
BIDU
Baidu, Inc.

Communication Services
1.03K
+ 11.32%
$77.43 - $102.51 $79.8K - $106K
10.1K $932K
LRN
Stride, Inc.

Consumer Defensive
940
+ 45.59%
$106.34 - $142.28 $100K - $134K
3K $379K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
4.18K
+ 14.18%
$48.02 - $53.02 $200K - $221K
33.6K $1.67M
CEG
Constellation Energy Corp

Utilities
1.57K
+ 23.77%
$201.63 - $347.44 $316K - $544K
8.16K $1.64M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.77K
+ 6.67%
$45.62 - $51.12 $80.7K - $90.4K
28.3K $1.44M
GTO
Invesco Actively Managed ETF T

ETFs
2.43K
+ 2.74%
$45.9 - $47.37 $112K - $115K
91K $4.27M
STX
Seagate Technology Holdings PLC

Technology
2.12K
+ 15.11%
$84.92 - $108.42 $180K - $230K
16.2K $1.37M
IDXX
Idexx Laboratories Inc

Healthcare
349
+ 18.85%
$406.29 - $469.04 $142K - $164K
2.2K $923K
CLOI
Vaneck ETF Tr

ETFs
2.94K
+ 65.93%
$52.68 - $53.16 $155K - $156K
7.41K $391K
FSV
First Service Corp

Real Estate
1.38K
+ 28.15%
$159.66 - $185.88 $220K - $256K
6.26K $1.04M
PANW
Palo Alto Networks Inc

Technology
3.8K
+ 8.7%
$167.82 - $208.28 $637K - $791K
47.4K $8.09M
CERT
Certara, Inc.

Healthcare
17.9K
+ 52.96%
$9.9 - $14.25 $178K - $256K
51.8K $512K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.66K
+ 23.87%
$63.38 - $72.02 $168K - $191K
13.8K $902K
SMR
Nuscale Power Corp

Industrials
14.8K
+ 93.75%
$14.16 - $29.08 $210K - $431K
30.7K $434K
WPM
Wheaton Precious Metals Corp.

Basic Materials
140
+ 2.12%
$55.75 - $77.63 $7.81K - $10.9K
6.74K $522K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
5.37K
+ 62.87%
$30.75 - $33.98 $165K - $183K
13.9K $433K
OXM
Oxford Industries Inc

Consumer Cyclical
5.99K
+ 59.1%
$55.24 - $88.05 $331K - $528K
16.1K $946K
UFCS
United Fire Group Inc

Financial Services
4.25K
+ 18.87%
$24.78 - $29.72 $105K - $126K
26.8K $789K
DPZ
Dominos Pizza Inc

Consumer Cyclical
247
+ 29.65%
$402.33 - $489.71 $99.4K - $121K
1.08K $496K
IVT
Inven Trust Properties Corp.

Real Estate
5.26K
+ 55.24%
$28.36 - $30.77 $149K - $162K
14.8K $433K
XLK
Technology Sector Spdr

ETFs
10.1K
+ 13.57%
$206.38 - $242.18 $2.09M - $2.46M
84.9K $17.5M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.25K
+ 14.46%
$77.91 - $92.26 $409K - $485K
41.6K $3.3M
GDDY
Go Daddy Inc.

Technology
1.09K
+ 38.04%
$172.13 - $214.35 $187K - $233K
3.95K $711K
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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