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
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
1.38K
+ 14.58%
$23.19 - $25.35 $32K - $35K
10.8K $274K
BLKB
Blackbaud Inc

Technology
352
+ 2.98%
$59.04 - $64.55 $20.8K - $22.7K
12.2K $781K
GPI
Group 1 Automotive Inc

Consumer Cyclical
31
+ 4.98%
$372.3 - $448.86 $11.5K - $13.9K
653 $285K
IIPR
Innovative Industrial Properties Inc

Real Estate
682
+ 8.02%
$48.03 - $58.9 $32.8K - $40.2K
9.19K $507K
MET
Metlife Inc

Financial Services
522
+ 1.22%
$68.42 - $82.49 $35.7K - $43.1K
43.4K $3.49M
RNR
Renaissancere Holdings LTD

Financial Services
163
+ 6.3%
$220.37 - $253.95 $35.9K - $41.4K
2.75K $668K
KWR
Quaker Chemical Corp

Basic Materials
745
+ 23.26%
$97.26 - $124.36 $72.5K - $92.6K
3.95K $441K
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.61K
+ 5.28%
$24.54 - $25.07 $39.5K - $40.4K
32.1K $804K
LYV
Live Nation Entertainment, Inc.

Communication Services
83
+ 5.27%
$118.81 - $151.28 $9.86K - $12.6K
1.66K $250K
RGA
Reinsurance Group Of America Inc

Financial Services
198
+ 5.11%
$168.32 - $209.71 $33.3K - $41.5K
4.08K $808K
LCID
Lucid Group, Inc.

Consumer Cyclical
22.6K
+ 157.61%
$2.1 - $2.96 $47.5K - $67K
37K $78K
VOD
Vodafone Group Public LTD CO

Communication Services
2.15K
+ 13.51%
$8.19 - $10.66 $17.6K - $22.9K
18K $192K
UEC
Uranium Energy Corp

Energy
1.6K
+ 10.02%
$4.0 - $7.05 $6.4K - $11.3K
17.6K $119K
LSTR
Landstar System Inc

Industrials
488
+ 21.81%
$131.55 - $151.93 $64.2K - $74.1K
2.73K $378K
NOG
Northern Oil & Gas, Inc.

Energy
2.3K
+ 18.91%
$20.6 - $32.16 $47.4K - $74K
14.5K $410K
PB
Prosperity Bancshares Inc

Financial Services
731
+ 9.68%
$63.76 - $73.75 $46.6K - $53.9K
8.29K $581K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
110
+ 2.84%
$93.75 - $114.45 $10.3K - $12.6K
3.98K $455K
CNC
Centene Corp

Healthcare
2.8K
+ 16.15%
$53.4 - $64.29 $150K - $180K
20.2K $1.09M
JNK
Spdr Bloomberg High Yield Bond

ETFs
218
+ 2.27%
$91.23 - $97.27 $19.9K - $21.2K
9.84K $957K
CWT
California Water Service Group

Utilities
1.2K
+ 24.48%
$44.67 - $51.36 $53.7K - $61.8K
6.12K $278K
IQV
Iqvia Holdings Inc.

Healthcare
1.47K
+ 14.38%
$137.0 - $174.37 $202K - $256K
11.7K $1.84M
ADC
Agree Realty Corp

Real Estate
924
+ 13.32%
$70.68 - $79.12 $65.3K - $73.1K
7.86K $574K
DUHP
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.01%
$29.36 - $35.56 $58.7 - $71.1
15.8K $563K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
2.44K
+ 6.94%
$18.11 - $18.97 $44.2K - $46.3K
37.6K $708K
HST
Host Hotels & Resorts, Inc.

Real Estate
1.34K
+ 8.52%
$12.7 - $16.07 $17K - $21.5K
17K $261K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.53K
+ 8.77%
$23.96 - $24.27 $36.6K - $37.1K
19K $460K
SLGN
Silgan Holdings Inc

Consumer Cyclical
456
+ 9.74%
$45.48 - $56.15 $20.7K - $25.6K
5.14K $278K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
20
+ 0.12%
$51.81 - $61.79 $1.04K - $1.24K
17.2K $1.06M
ARGX
Argenx Se

Healthcare
142
+ 14.2%
$532.27 - $656.65 $75.6K - $93.2K
1.14K $629K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
402
+ 2.64%
$29.61 - $35.32 $11.9K - $14.2K
15.6K $506K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.39K
+ 14.49%
$24.94 - $25.42 $34.7K - $35.4K
11K $279K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.07K
+ 3.46%
$24.12 - $25.48 $25.8K - $27.2K
32K $814K
AQN
Algonquin Power & Utilities Corp.

Utilities
4.94K
+ 36.06%
$4.56 - $6.22 $22.5K - $30.7K
18.6K $106K
CDE
Coeur Mining, Inc.

Basic Materials
155
+ 1.33%
$4.81 - $9.46 $746 - $1.47K
11.8K $104K
AOA
Ishares Tr Core Aggressive All

ETFs
9
+ 0.18%
$69.46 - $83.4 $625 - $751
5.15K $429K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
1.22K
+ 7.07%
$24.31 - $25.29 $29.6K - $30.8K
18.4K $466K
CDX
Simplify Exch.Trad Fds Simplif

ETFs
858
+ 2.05%
$21.77 - $24.89 $18.7K - $21.4K
42.8K $997K
TEF
Telefonica S A

Communication Services
4.54K
+ 20.08%
$4.37 - $5.39 $19.8K - $24.5K
27.1K $141K
WSBC
Wesbanco Inc

Financial Services
356
+ 0.94%
$26.79 - $32.33 $9.54K - $11.5K
38.3K $1.21M
ATO
Atmos Energy Corp

Utilities
405
+ 0.71%
$145.06 - $162.66 $58.7K - $65.9K
57.8K $8.91M
FDLO
Fidelity Covington Tr Low Vola

ETFs
134
+ 1.08%
$54.44 - $62.8 $7.29K - $8.42K
12.5K $785K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
381
+ 5.82%
$36.14 - $44.23 $13.8K - $16.9K
6.93K $306K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
1.36K
+ 11.9%
$21.85 - $22.76 $29.7K - $31K
12.8K $291K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
458
+ 2.62%
$72.12 - $76.23 $33K - $34.9K
18K $1.36M
MGA
Magna International Inc

Consumer Cyclical
112
+ 1.71%
$30.82 - $38.61 $3.45K - $4.32K
6.68K $257K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
774
+ 15.49%
$50.56 - $59.57 $39.1K - $46.1K
5.77K $299K
NOK
Nokia Corp

Technology
6.79K
+ 25.96%
$4.65 - $5.43 $31.6K - $36.9K
32.9K $170K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
3K
+ 24.0%
$1.46 - $3.71 $4.38K - $11.1K
15.5K $55K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
157
+ 5.15%
$81.84 - $93.53 $12.8K - $14.7K
3.21K $297K
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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