Avantax Advisory Services, Inc. Incresed Positions in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
GTO
Invesco Actively Managed ETF T

ETFs
5.88K
+ 6.46%
$45.73 - $47.2 $269K - $278K
96.9K $4.54M
VVV
Valvoline Inc

Energy
5.77K
+ 33.04%
$31.48 - $38.2 $182K - $220K
23.2K $879K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
3.24K
+ 4.33%
$37.18 - $42.55 $121K - $138K
78.1K $3.32M
VONV
Vanguard Russell 1000 Value Et

ETFs
2.39K
+ 9.81%
$73.19 - $85.21 $175K - $203K
26.7K $2.28M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.21K
+ 56.22%
$87.64 - $143.29 $106K - $174K
3.37K $482K
TER
Teradyne, Inc

Technology
2.15K
+ 21.72%
$67.96 - $91.05 $146K - $195K
12K $1.08M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
42.2K
+ 29.26%
$11.11 - $14.46 $468K - $610K
186K $2.33M
TTE
Total Energies Se

Energy
3.83K
+ 5.83%
N/A
69.5K $4.77M
OMFL
Invesco Exchange Traded Self I

ETFs
1.44K
+ 3.59%
$48.43 - $57.78 $69.5K - $82.9K
41.4K $2.39M
ENVX
Enovix Corp

Industrials
5.49K
+ 8.04%
$5.46 - $10.53 $30K - $57.8K
73.8K $762K
VERX
Vertex, Inc.

Technology
7.2K
+ 36.76%
$33.45 - $41.87 $241K - $301K
26.8K $946K
HOMB
Home Bancshares Inc

Financial Services
8.51K
+ 9.43%
$25.05 - $29.62 $213K - $252K
98.7K $2.81M
RMD
Resmed Inc

Healthcare
797
+ 52.4%
$204.54 - $258.0 $163K - $206K
2.32K $598K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.97K
+ 22.18%
$31.67 - $42.89 $94.2K - $128K
16.4K $702K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
326
+ 2.35%
$103.49 - $133.44 $33.7K - $43.5K
14.2K $1.87M
RJF
Raymond James Financial Inc

Financial Services
6
+ 0.03%
$123.65 - $153.88 $742 - $923
17.6K $2.7M
D
Dominion Energy, Inc

Utilities
3.98K
+ 5.92%
$49.66 - $58.0 $197K - $231K
71.1K $4.02M
PICK
Ishares Inc Msci Global Select

ETFs
6.18K
+ 47.23%
$30.23 - $38.24 $187K - $236K
19.3K $724K
DFAT
Dimensional ETF Tr U S Target

ETFs
2.34K
+ 4.58%
$44.8 - $53.97 $105K - $126K
53.4K $2.88M
LDOS
Leidos Holdings, Inc.

Technology
728
+ 12.14%
$132.9 - $160.3 $96.8K - $117K
6.73K $1.06M
UAL
United Airlines Holdings, Inc.

Industrials
1.74K
+ 16.24%
$56.15 - $84.23 $97.4K - $146K
12.4K $988K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.66K
+ 88.51%
$100.44 - $129.37 $267K - $344K
5.66K $583K
MKL
Markel Corp

Financial Services
105
+ 35.12%
$1678.5 - $1997.36 $176K - $210K
404 $806K
TBK
Triumph Bancorp, Inc.

Financial Services
3.84K
+ 30.2%
N/A
16.6K $1.06M
RELX
Relx PLC

Communication Services
2.05K
+ 5.99%
$45.31 - $55.66 $93K - $114K
36.3K $1.97M
OSTK
Overstock.Com, Inc

Consumer Cyclical
9.59K
+ 51.4%
N/A
28.2K $721K
ST
Sensata Technologies Holding PLC

Technology
4.23K
+ 20.97%
$17.69 - $30.11 $74.8K - $127K
24.4K $734K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.66K
+ 3.39%
$19.1 - $23.83 $50.9K - $63.5K
81.2K $1.94M
TRU
Trans Union

Industrials
2.36K
+ 36.38%
$69.26 - $91.89 $163K - $217K
8.84K $778K
REZ
Ishares Tr Residential And Mul

ETFs
3.21K
+ 52.61%
$76.14 - $86.35 $244K - $277K
9.31K $766K
UGI
Ugi Corp

Utilities
5.82K
+ 74.11%
$30.18 - $36.59 $176K - $213K
13.7K $498K
DFSD
Dimensional ETF Tr Short Durat

ETFs
4.8K
+ 29.55%
$47.09 - $48.01 $226K - $230K
21K $1.01M
PKW
Invesco Exchange Traded Fd Tr

ETFs
1.46K
+ 28.25%
$98.58 - $123.6 $144K - $180K
6.62K $818K
EW
Edwards Lifesciences Corp

Healthcare
2.22K
+ 20.74%
$67.07 - $78.22 $149K - $174K
12.9K $1.01M
WAT
Waters Corp

Healthcare
745
+ 56.65%
$307.71 - $366.67 $229K - $273K
2.06K $719K
IT
Gartner Inc

Technology
618
+ 62.17%
$377.5 - $449.52 $233K - $278K
1.61K $651K
ENSG
Ensign Group, Inc

Healthcare
277
+ 3.61%
$119.93 - $156.36 $33.2K - $43.3K
7.95K $1.23M
OTIS
Otis Worldwide Corp

Industrials
3.16K
+ 16.65%
$90.88 - $104.3 $287K - $329K
22.1K $2.19M
VRSK
Verisk Analytics, Inc.

Industrials
404
+ 5.23%
$277.03 - $321.33 $112K - $130K
8.13K $2.53M
XEL
Xcel Energy Inc

Utilities
5.07K
+ 12.04%
$65.65 - $72.39 $333K - $367K
47.2K $3.21M
EC
Ecopetrol S.A.

Energy
27.7K
+ 273.22%
$7.88 - $10.63 $218K - $295K
37.9K $335K
EA
Electronic Arts Inc.

Communication Services
1.13K
+ 35.52%
$132.53 - $159.7 $149K - $180K
4.3K $686K
KD
Kyndryl Holdings, Inc.

Technology
2.93K
+ 29.24%
$27.77 - $41.96 $81.2K - $123K
12.9K $542K
PAPR
Innovator U.S. Equity Power Bu

ETFs
5.12K
+ 23.23%
$33.22 - $37.29 $170K - $191K
27.1K $1.01M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2.42K
+ 8.01%
$54.27 - $63.01 $131K - $153K
32.6K $2.04M
NTES
Net Ease, Inc.

Communication Services
1.2K
+ 59.46%
$91.37 - $134.58 $109K - $161K
3.21K $432K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
4.62K
+ 7.04%
$50.34 - $51.86 $232K - $239K
70.1K $3.6M
EQT
Eqt Corp

Energy
2.98K
+ 28.69%
$46.11 - $60.44 $137K - $180K
13.4K $779K
PSLV
Sprott Physical Silver Trust

Financial Services
16.8K
+ 57.1%
$9.98 - $12.51 $168K - $210K
46.2K $565K
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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