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
INFY
Infosys LTD

Technology
3.16K
+ 9.83%
$16.14 - $18.75 $51K - $59.2K
35.3K $653K
EQAL
Invesco ETF

ETFs
376
+ 1.52%
$41.38 - $49.24 $15.6K - $18.5K
25.2K $1.24M
NDSN
Nordson Corp

Industrials
129
+ 3.99%
$167.51 - $223.5 $21.6K - $28.8K
3.36K $720K
INTF
Ishares Tr

ETFs
18
+ 0.09%
$27.6 - $34.51 $497 - $621
19.8K $677K
JEF
Jefferies Financial Group Inc.

Financial Services
1.05K
+ 12.49%
$41.06 - $56.09 $43.2K - $59K
9.48K $518K
CMS
Cms Energy Corp

Utilities
3.12K
+ 12.12%
$68.57 - $75.51 $214K - $236K
28.9K $2M
ITGR
Integer Holdings Corp

Healthcare
417
+ 14.19%
$106.73 - $126.93 $44.5K - $52.9K
3.36K $412K
SBSW
Sibanye Stillwater LTD

Basic Materials
2.7K
+ 15.29%
$3.22 - $7.55 $8.69K - $20.4K
20.4K $146K
BALL
Ball Corp

Consumer Cyclical
277
+ 2.28%
$44.94 - $56.99 $12.4K - $15.8K
12.4K $696K
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.39K
+ 26.22%
$43.65 - $45.44 $60.5K - $63K
6.68K $303K
PAGP
Plains Gp Holdings LP

Energy
8.19K
+ 16.84%
$17.24 - $21.61 $141K - $177K
56.8K $1.1M
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
4.03K
+ 11.12%
$9.66 - $11.35 $38.9K - $45.7K
40.3K $456K
INVA
Innoviva, Inc.

Healthcare
1.12K
+ 5.48%
$17.1 - $21.8 $19.2K - $24.5K
21.6K $434K
MFC
Manulife Financial Corp

Financial Services
1.49K
+ 7.86%
$26.93 - $32.44 $40.1K - $48.3K
20.4K $652K
NI
Nisource Inc.

Utilities
582
+ 0.37%
$37.11 - $40.64 $21.6K - $23.7K
160K $6.44M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
3.49K
+ 18.73%
$11.71 - $13.88 $40.9K - $48.5K
22.1K $307K
CF
Cf Industries Holdings, Inc.

Basic Materials
190
+ 5.88%
$68.47 - $102.48 $13K - $19.5K
3.42K $314K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
1.99K
+ 14.13%
$26.63 - $32.97 $52.9K - $65.5K
16.1K $486K
HES
Hess Corp

Energy
1.18K
+ 24.37%
$126.32 - $161.29 $149K - $190K
6.02K $834K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
2.05K
+ 18.13%
$28.21 - $28.85 $57.9K - $59.2K
13.4K $384K
UNF
Unifirst Corp

Industrials
149
+ 6.45%
$161.86 - $189.64 $24.1K - $28.3K
2.46K $463K
HLNE
Hamilton Lane Inc

Financial Services
801
+ 9.67%
$126.65 - $175.49 $101K - $141K
9.08K $1.29M
USA
Liberty All Star Equity Fund

Financial Services
8.23K
+ 50.35%
$5.9 - $6.81 $48.6K - $56.1K
24.6K $167K
NHI
National Health Investors Inc

Real Estate
1.12K
+ 22.11%
$68.74 - $76.77 $76.7K - $85.7K
6.16K $432K
DGX
Quest Diagnostics Inc

Healthcare
436
+ 4.85%
N/A
9.43K $1.29M
ZWS
Zurn Water Solutions Corp

Industrials
402
+ 3.17%
$28.5 - $37.54 $11.5K - $15.1K
13.1K $477K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
228
+ 1.75%
$36.45 - $42.47 $8.31K - $9.68K
13.3K $558K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
27
+ 0.3%
$86.58 - $104.98 $2.34K - $2.83K
8.91K $935K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.13K
+ 9.71%
$47.89 - $48.65 $54.2K - $55K
12.8K $621K
OSIS
Osi Systems Inc

Technology
20
+ 1.16%
$174.22 - $239.05 $3.48K - $4.78K
1.74K $391K
SPSC
Sps Commerce Inc

Technology
229
+ 3.08%
$121.61 - $152.67 $27.8K - $35K
7.67K $1.04M
ISMD
Northern Lts Fd Tr Iv

ETFs
1.2K
+ 12.75%
$29.72 - $35.6 $35.6K - $42.6K
10.6K $376K
UNP
Union Pacific Corp

Industrials
1.22K
+ 3.36%
$208.27 - $238.46 $253K - $290K
37.4K $8.61M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
236
+ 2.09%
$32.08 - $39.57 $7.57K - $9.34K
11.5K $455K
MTRN
Materion Corp

Basic Materials
795
+ 21.29%
$72.15 - $84.25 $57.4K - $67K
4.53K $359K
SWX
Southwest Gas Holdings, Inc.

Utilities
629
+ 18.56%
$66.91 - $76.44 $42.1K - $48.1K
4.02K $298K
ERIC
Ericsson Lm Telephone CO

Technology
5.15K
+ 31.4%
$6.77 - $8.86 $34.9K - $45.6K
21.5K $182K
VNQI
Vanguard Global Ex U.S. Real

ETFs
534
+ 10.04%
$37.77 - $46.15 $20.2K - $24.6K
5.86K $270K
FLBR
Franklin Templeton ETF Tr

ETFs
1.5K
+ 8.41%
$14.81 - $18.21 $22.2K - $27.3K
19.3K $346K
FXU
First Tr Exchange Traded Fd Ut

ETFs
519
+ 2.39%
$37.86 - $43.29 $19.6K - $22.5K
22.3K $943K
IIIV
I3 Verticals, Inc.

Technology
104
+ 0.6%
$22.76 - $27.48 $2.37K - $2.86K
17.6K $483K
DORM
Dorman Products, Inc.

Consumer Cyclical
310
+ 5.19%
$108.29 - $132.03 $33.6K - $40.9K
6.28K $770K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
18
+ 1.05%
$140.37 - $177.56 $2.53K - $3.2K
1.74K $298K
TW
Tradeweb Markets Inc.

Financial Services
372
+ 24.65%
$125.37 - $149.02 $46.6K - $55.4K
1.88K $275K
JHSC
John Hancock ETF Tr Multifacto

ETFs
547
+ 3.44%
$32.47 - $39.09 $17.8K - $21.4K
16.4K $642K
ZLAB
Zai Lab LTD

Healthcare
1.64K
+ 26.37%
$24.32 - $43.03 $40K - $70.7K
7.88K $275K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.13K
+ 17.64%
$41.1 - $42.37 $46.6K - $48K
7.56K $319K
NAT
Nordic American Tankers LTD

Industrials
12.3K
+ 82.64%
N/A
27.3K $108K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
752
+ 24.61%
$60.03 - $72.0 $45.1K - $54.1K
3.81K $252K
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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