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
TRP
Tc Energy Corp

Energy
344
+ 3.6%
$44.29 - $49.27 $15.2K - $16.9K
9.91K $467K
IRMD
Iradimed Corp

Healthcare
599
+ 15.18%
$51.44 - $62.67 $30.8K - $37.5K
4.55K $238K
BPOP
Popular, Inc.

Financial Services
307
+ 7.21%
$87.14 - $106.33 $26.8K - $32.6K
4.56K $421K
SON
Sonoco Products CO

Consumer Cyclical
767
+ 8.38%
$44.71 - $49.22 $34.3K - $37.8K
9.92K $468K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
140
+ 1.83%
$69.87 - $75.62 $9.78K - $10.6K
7.79K $564K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
547
+ 10.22%
$221.78 - $273.45 $121K - $150K
5.9K $1.34M
EUSB
Ishares Tr Esg Advanced Total

Technology
329
+ 4.31%
$42.05 - $43.43 $13.8K - $14.3K
7.96K $344K
ITUB
Itau Unibanco Holding S.A.

Financial Services
2.47K
+ 21.61%
$4.87 - $6.28 $12K - $15.5K
13.9K $76K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
548
+ 1.92%
$3.88 - $4.37 $2.13K - $2.39K
29.1K $126K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.83K
+ 5.47%
$19.04 - $20.15 $34.7K - $36.8K
35.2K $669K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
24
+ 0.42%
$39.43 - $44.62 $946 - $1.07K
5.69K $244K
ARLP
Alliance Resource Partners LP

Energy
277
+ 2.69%
$24.47 - $29.24 $6.78K - $8.1K
10.6K $288K
TRU
Trans Union

Industrials
869
+ 15.48%
$80.45 - $100.25 $69.9K - $87.1K
6.48K $538K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
396
+ 3.63%
$34.06 - $36.44 $13.5K - $14.4K
11.3K $399K
AME
Ametek Inc

Industrials
329
+ 6.62%
$170.39 - $190.43 $56.1K - $62.7K
5.3K $912K
ENS
Ener Sys

Industrials
338
+ 1.85%
$89.62 - $103.2 $30.3K - $34.9K
18.6K $1.7M
FDRR
Fidelity Covington Tr Divid Et

ETFs
596
+ 6.5%
$49.65 - $53.98 $29.6K - $32.2K
9.76K $487K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
195
+ 3.8%
$92.03 - $93.95 $17.9K - $18.3K
5.33K $492K
JHG
Janus Henderson Group PLC

Financial Services
1.56K
+ 24.59%
$35.98 - $45.94 $56.2K - $71.8K
7.92K $286K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
1.6K
+ 14.55%
$12.0 - $12.5 $19.2K - $20K
12.6K $151K
MIO
Pioneer Municipal High Income Opportunities Fund, Inc.
1.78K
+ 3.91%
$11.75 - $12.34 $20.9K - $22K
47.3K $557K
SCI
Service Corp International

Consumer Cyclical
174
+ 3.39%
$75.99 - $84.16 $13.2K - $14.6K
5.3K $425K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
121
+ 0.9%
$99.16 - $99.52 $12K - $12K
13.5K $1.34M
TPHD
Timothy Plan High Divid Stk Et

ETFs
184
+ 2.66%
$36.09 - $38.27 $6.64K - $7.04K
7.1K $267K
FLS
Flowserve Corp

Industrials
1.16K
+ 24.09%
$46.47 - $64.75 $54K - $75.3K
5.99K $292K
URA
Global X Uranium ETF

ETFs
4.25K
+ 19.68%
$22.92 - $30.98 $97.5K - $132K
25.9K $593K
JXN
Jackson Financial Inc.

Financial Services
349
+ 7.84%
$79.36 - $97.88 $27.7K - $34.2K
4.8K $402K
JBT
John Bean Technologies Corp

Industrials
136
+ 7.36%
$121.81 - $131.22 $16.6K - $17.8K
1.98K $249K
LXP
Lxp Industrial Trust

Real Estate
136
+ 0.55%
$7.72 - $9.22 $1.05K - $1.25K
24.7K $214K
NMR
Nomura Holdings Inc

Financial Services
1.47K
+ 8.95%
$5.56 - $6.98 $8.2K - $10.3K
17.9K $110K
STWD
Starwood Property Trust, Inc.

Real Estate
320
+ 3.16%
$18.41 - $20.53 $5.89K - $6.57K
10.4K $206K
TREX
Trex CO Inc

Industrials
2.79K
+ 20.79%
$54.0 - $74.44 $151K - $208K
16.2K $942K
EDV
Vanguard Extended Duration Tre

ETFs
29
+ 0.73%
$65.05 - $73.43 $1.89K - $2.13K
3.99K $283K
CNHI
Cnh Industrial N.V.

Industrials
1.28K
+ 3.56%
N/A
37.2K $388K
HMOP
Hartford Fds Exchange Traded T

ETFs
739
+ 1.08%
$38.25 - $39.12 $28.3K - $28.9K
69.1K $2.66M
IBB
Ishares Biotechnology ETF

ETFs
314
+ 5.21%
$127.9 - $140.56 $40.2K - $44.1K
6.34K $810K
AQN
Algonquin Power & Utilities Corp.

Utilities
747
+ 5.77%
$4.27 - $5.19 $3.19K - $3.88K
13.7K $70K
ORCC
Owl Rock Capital Corp

Financial Services
996
+ 2.74%
N/A
37.4K $500K
VPN
Global X Fds Data Ctr Reits &

ETFs
764
+ 7.04%
N/A
11.6K $185K
FLRN
Spdr Bloomberg Investment Grad

ETFs
273
+ 0.6%
$30.71 - $30.87 $8.38K - $8.43K
46.1K $1.42M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
444
+ 2.74%
$41.17 - $45.22 $18.3K - $20.1K
16.6K $706K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
413
+ 14.86%
$68.37 - $87.97 $28.2K - $36.3K
3.19K $218K
BEP
Brookfield Renewable Partners L.P.

Utilities
1.22K
+ 5.06%
$20.03 - $23.79 $24.5K - $29K
25.4K $562K
BLDR
Builders First Source, Inc.

Industrials
876
+ 16.14%
$122.8 - $173.51 $108K - $152K
6.3K $787K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
289
+ 1.58%
$17.95 - $18.89 $5.19K - $5.46K
18.6K $342K
POWL
Powell Industries Inc

Industrials
446
+ 35.31%
$155.56 - $311.38 $69.4K - $139K
1.71K $291K
ERIC
Ericsson Lm Telephone CO

Technology
2.06K
+ 14.34%
$7.47 - $8.9 $15.4K - $18.3K
16.4K $127K
AL
Air Lease Corp

Industrials
163
+ 0.73%
$43.38 - $51.13 $7.07K - $8.33K
22.5K $1.09M
GATX
Gatx Corp

Industrials
63
+ 2.14%
$149.94 - $167.38 $9.45K - $10.5K
3.01K $467K
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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