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
STLD
Steel Dynamics Inc

Basic Materials
113
+ 1.78%
N/A
6.47K $634K
UNF
Unifirst Corp

Industrials
20
+ 0.87%
$169.33 - $230.5 $3.39K - $4.61K
2.31K $402K
EQR
Equity Residential

Real Estate
207
+ 0.8%
$66.98 - $75.02 $13.9K - $15.5K
26K $1.86M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
127
+ 2.46%
$43.76 - $45.31 $5.56K - $5.75K
5.29K $238K
POWI
Power Integrations Inc

Technology
1.53K
+ 25.61%
$50.5 - $66.7 $77K - $102K
7.48K $377K
ALLE
Allegion PLC

Industrials
73
+ 1.78%
$123.79 - $135.5 $9.04K - $9.89K
4.18K $545K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
221
+ 3.73%
N/A
6.14K $249K
JMBS
Janus Detroit Str Tr Henderson

ETFs
49
+ 0.66%
$43.53 - $45.42 $2.13K - $2.23K
7.45K $336K
JWN
Nordstrom Inc

Consumer Cyclical
95
+ 0.45%
$24.01 - $24.46 $2.28K - $2.32K
21.3K $520K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
481
+ 1.73%
$12.18 - $12.91 $5.86K - $6.21K
28.2K $349K
ENTG
Entegris Inc

Technology
2.4K
+ 13.76%
$87.48 - $109.53 $210K - $263K
19.8K $1.73M
HTGC
Hercules Capital, Inc.

Financial Services
935
+ 7.67%
$18.01 - $22.0 $16.8K - $20.6K
13.1K $252K
PIO
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.04%
$38.78 - $41.4 $116 - $124
7.42K $297K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
3.6K
+ 9.4%
$5.3 - $5.75 $19.1K - $20.7K
41.9K $225K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
1.03K
+ 5.98%
$10.17 - $10.76 $10.4K - $11K
18.2K $187K
UMH
Umh Properties, Inc.

Real Estate
671
+ 2.62%
$17.49 - $19.0 $11.7K - $12.7K
26.3K $491K
BWA
Borgwarner Inc

Consumer Cyclical
1.56K
+ 13.29%
$27.78 - $32.9 $43.2K - $51.2K
13.3K $379K
NAT
Nordic American Tankers LTD

Industrials
1.69K
+ 12.73%
N/A
14.9K $59K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
100
+ 1.04%
$34.85 - $36.87 $3.49K - $3.69K
9.7K $349K
FTSD
Franklin ETF Tr Liberty Short

ETFs
54
+ 2.22%
$90.09 - $90.89 $4.86K - $4.91K
2.48K $225K
FCX
Freeport Mcmoran Inc

Basic Materials
579
+ 0.79%
$34.5 - $43.01 $20K - $24.9K
73.7K $2.79M
IBP
Installed Building Products, Inc.

Consumer Cyclical
60
+ 4.86%
$162.22 - $206.22 $9.73K - $12.4K
1.3K $222K
IYY
Ishares Tr

ETFs
122
+ 7.67%
$134.05 - $149.75 $16.4K - $18.3K
1.71K $233K
KFY
Korn Ferry

Industrials
65
+ 1.54%
$62.52 - $71.6 $4.06K - $4.65K
4.29K $291K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
928
+ 7.8%
$9.38 - $9.81 $8.7K - $9.1K
12.8K $121K
SMG
Scotts Miracle Gro CO

Basic Materials
1.8K
+ 22.1%
$54.76 - $77.7 $98.7K - $140K
9.96K $546K
GAL
Ssga Active ETF Tr

ETFs
62
+ 1.2%
$43.75 - $45.8 $2.71K - $2.84K
5.24K $234K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
438
+ 14.44%
$186.55 - $250.04 $81.7K - $110K
3.47K $699K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
153
+ 0.88%
$10.18 - $10.65 $1.56K - $1.63K
17.5K $182K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
201
+ 3.53%
$58.09 - $67.05 $11.7K - $13.5K
5.89K $353K
BBDC
Barings Bdc, Inc.

Financial Services
469
+ 2.91%
$9.36 - $10.78 $4.39K - $5.06K
16.6K $158K
BLFS
Biolife Solutions Inc

Healthcare
1.25K
+ 15.97%
$22.84 - $28.49 $28.6K - $35.6K
9.08K $207K
DY
Dycom Industries Inc

Industrials
286
+ 15.69%
$136.75 - $200.56 $39.1K - $57.4K
2.11K $321K
EXP
Eagle Materials Inc

Basic Materials
166
+ 12.63%
$207.49 - $262.13 $34.4K - $43.5K
1.48K $328K
HQY
Healthequity, Inc.

Healthcare
871
+ 9.03%
$84.32 - $114.51 $73.4K - $99.7K
10.5K $929K
VRIG
Invesco Actively Managed ETF F

ETFs
201
+ 1.15%
$25.06 - $25.19 $5.04K - $5.06K
17.7K $444K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.35K
+ 3.82%
$11.22 - $11.8 $15.1K - $15.9K
36.5K $409K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
106
+ 0.6%
$26.64 - $27.14 $2.82K - $2.88K
17.7K $474K
ROUS
Hartford Multifactor Us Equity

ETFs
364
+ 0.4%
$49.44 - $53.78 $18K - $19.6K
92.2K $4.68M
MOD
Modine Manufacturing CO

Consumer Cyclical
1.93K
+ 52.49%
$76.06 - $142.68 $147K - $275K
5.61K $430K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.21K
+ 3.78%
$237.72 - $276.98 $287K - $334K
33.1K $8.1M
WBS
Webster Financial Corp

Financial Services
377
+ 9.24%
$47.55 - $61.41 $17.9K - $23.2K
4.46K $229K
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
230
+ 0.74%
$10.53 - $11.08 $2.42K - $2.55K
31.2K $334K
BGT
Blackrock Floating Rate Income Trust

Financial Services
1.4K
+ 4.24%
$12.34 - $12.93 $17.3K - $18.1K
34.4K $427K
CMA
Comerica Inc

Financial Services
257
+ 5.84%
$56.11 - $68.38 $14.4K - $17.6K
4.65K $274K
DIV
Global X Superdividend Us ETF

ETFs
150
+ 0.8%
N/A
19K $326K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
63
+ 0.94%
$40.38 - $42.65 $2.54K - $2.69K
6.74K $279K
NTAP
Net App, Inc.

Technology
1.16K
+ 33.17%
$87.84 - $126.3 $101K - $146K
4.64K $407K
ISMD
Northern Lts Fd Tr Iv

ETFs
939
+ 11.11%
$33.87 - $38.9 $31.8K - $36.5K
9.39K $320K
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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