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
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
738
+ 6.12%
$26.47 - $29.92 $19.5K - $22.1K
12.8K $373K
PRN
Invesco Dwa Industrials Moment

ETFs
1.14K
+ 17.08%
$134.74 - $169.56 $153K - $193K
7.8K $1.07M
CRDO
Credo Technology Group Holding LTD

Technology
4.91K
+ 90.17%
$39.45 - $85.5 $194K - $419K
10.3K $415K
BUG
Global X Fds Cybersecurity ETF

ETFs
1.41K
+ 9.62%
$31.56 - $36.78 $44.6K - $52K
16.1K $520K
IBN
Icici Bank LTD

Financial Services
652
+ 3.86%
$27.55 - $31.67 $18K - $20.6K
17.6K $553K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
51
+ 0.63%
$75.32 - $84.77 $3.84K - $4.32K
8.1K $661K
KWR
Quaker Chemical Corp

Basic Materials
738
+ 29.94%
$123.61 - $145.39 $91.2K - $107K
3.2K $395K
UDR
Udr, Inc.

Real Estate
802
+ 11.41%
$40.09 - $46.04 $32.2K - $36.9K
7.83K $353K
WSBC
Wesbanco Inc

Financial Services
3.34K
+ 9.66%
$30.36 - $37.08 $101K - $124K
37.9K $1.17M
PPA
Invesco Exchange Traded Fd Tr

ETFs
367
+ 14.99%
$113.59 - $123.29 $41.7K - $45.2K
2.82K $328K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
387
+ 14.25%
$175.5 - $209.86 $67.9K - $81.2K
3.1K $562K
TECH
Bio Techne Corp

Healthcare
3.23K
+ 30.42%
$58.47 - $78.75 $189K - $254K
13.9K $812K
HBAN
Huntington Bancshares Inc

Financial Services
5.49K
+ 19.48%
$14.28 - $17.39 $78.4K - $95.5K
33.7K $505K
PFM
Invesco Exchange Traded Fd Tr

ETFs
1.09K
+ 2.91%
$44.92 - $48.18 $49.1K - $52.7K
38.6K $1.77M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
1.25K
+ 10.2%
$25.34 - $26.96 $31.7K - $33.7K
13.5K $357K
PAGS
Pag Seguro Digital Ltd.

Technology
4.3K
+ 41.02%
$6.27 - $8.52 $26.9K - $36.6K
14.8K $112K
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
1.9K
+ 18.89%
$28.25 - $29.85 $53.8K - $56.8K
12K $342K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
6.15K
+ 8.44%
$5.93 - $6.2 $36.4K - $38.1K
79K $475K
LEVI
Levi Strauss & CO

Consumer Cyclical
4.82K
+ 28.43%
$15.59 - $19.22 $75.2K - $92.7K
21.8K $339K
DGS
Wisdomtree Emerging Markets Sm

ETFs
1.17K
+ 6.46%
$47.4 - $50.24 $55.6K - $58.9K
19.3K $933K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
523
+ 1.41%
$23.18 - $24.68 $12.1K - $12.9K
37.5K $911K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.33K
+ 17.0%
$77.67 - $90.15 $103K - $120K
9.14K $715K
APO
Apollo Global Management, Inc.

Financial Services
2.4K
+ 23.82%
$126.01 - $172.06 $302K - $412K
12.5K $1.71M
CMI
Cummins Inc

Industrials
1.01K
+ 13.04%
$312.92 - $386.07 $314K - $388K
8.71K $2.73M
MAA
Mid America Apartment Communities Inc.

Real Estate
80
+ 3.52%
$146.9 - $170.92 $11.8K - $13.7K
2.35K $394K
NSC
Norfolk Southern Corp

Industrials
31
+ 0.19%
$227.69 - $259.76 $7.06K - $8.05K
16.6K $3.93M
RS
Reliance Steel & Aluminum CO

Basic Materials
66
+ 5.35%
$266.61 - $302.66 $17.6K - $20K
1.3K $375K
AMCR
Amcor PLC

Consumer Cyclical
3.77K
+ 19.64%
$9.33 - $10.39 $35.1K - $39.1K
22.9K $222K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
3.22K
+ 10.04%
$11.01 - $11.72 $35.5K - $37.7K
35.3K $396K
STRL
Sterling Construction CO Inc

Industrials
1.7K
+ 62.64%
$108.65 - $200.56 $184K - $340K
4.41K $498K
AVA
Avista Corp

Utilities
186
+ 2.98%
$35.2 - $41.87 $6.55K - $7.79K
6.43K $269K
BALL
Ball Corp

Consumer Cyclical
1.36K
+ 12.58%
$49.04 - $56.53 $66.5K - $76.7K
12.1K $631K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.32K
+ 51.4%
$14.21 - $17.45 $75.7K - $92.9K
15.7K $222K
NDSN
Nordson Corp

Industrials
311
+ 10.64%
$200.12 - $224.07 $62.2K - $69.7K
3.23K $652K
WTW
Willis Towers Watson PLC

Financial Services
67
+ 9.34%
$306.61 - $340.78 $20.5K - $22.8K
784 $264K
BC
Brunswick Corp

Consumer Cyclical
1.99K
+ 32.42%
$53.49 - $70.51 $106K - $140K
8.11K $436K
ENSG
Ensign Group, Inc

Healthcare
498
+ 6.94%
$125.4 - $148.86 $62.4K - $74.1K
7.68K $993K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.37K
+ 5.99%
$24.29 - $24.65 $33.3K - $33.8K
24.2K $597K
EXPD
Expeditors International Of Washington Inc

Industrials
149
+ 6.54%
$109.09 - $126.48 $16.3K - $18.8K
2.43K $291K
AGM
Federal Agricultural Mortgage Corp

Financial Services
382
+ 10.99%
$182.78 - $209.07 $69.8K - $79.9K
3.86K $723K
MSA
Msa Safety Inc

Industrials
486
+ 28.57%
$146.69 - $166.47 $71.3K - $80.9K
2.19K $320K
RBLX
Roblox Corp

Communication Services
633
+ 9.87%
$53.77 - $75.47 $34K - $47.8K
7.05K $410K
BMO
Bank Of Montreal

Financial Services
507
+ 7.52%
$94.92 - $104.14 $48.1K - $52.8K
7.25K $692K
EXR
Extra Space Storage Inc.

Real Estate
391
+ 2.12%
$143.8 - $161.28 $56.2K - $63.1K
18.8K $2.8M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
231
+ 0.48%
$47.27 - $50.52 $10.9K - $11.7K
48.1K $2.35M
ICSH
Blackrock Ultra Short Term Bon

ETFs
539
+ 1.36%
$50.44 - $50.7 $27.2K - $27.3K
40.2K $2.04M
MLM
Martin Marietta Materials Inc

Basic Materials
186
+ 14.1%
$460.39 - $552.64 $85.6K - $103K
1.51K $719K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.01K
+ 6.47%
$39.51 - $41.0 $39.9K - $41.4K
16.6K $664K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
324
+ 1.14%
$40.5 - $42.02 $13.1K - $13.6K
28.7K $1.2M
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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