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
DHY
Credit Suisse High Yield Bond Fund

Financial Services
14.9K
+ 62.86%
$1.9 - $2.13 $28.3K - $31.7K
38.5K $82K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
235
+ 3.04%
$38.96 - $44.84 $9.16K - $10.5K
7.97K $357K
VVR
Invesco Senior Income Trust

Financial Services
8K
+ 43.75%
$3.31 - $3.8 $26.5K - $30.4K
26.3K $99K
MRNA
Moderna, Inc.

Healthcare
1.37K
+ 16.92%
$23.65 - $28.54 $32.4K - $39K
9.46K $260K
PATH
Ui Path, Inc.

Technology
404
+ 3.85%
$9.79 - $13.31 $3.96K - $5.38K
10.9K $139K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
608
+ 3.15%
$20.31 - $24.1 $12.3K - $14.7K
19.9K $479K
PHO
Invesco Exchange Traded Fd Tr

ETFs
100
+ 2.29%
$58.13 - $69.92 $5.81K - $6.99K
4.47K $312K
SRLN
Ssga Active Trust

ETFs
475
+ 2.22%
$39.47 - $41.59 $18.7K - $19.8K
21.9K $909K
UDR
Udr, Inc.

Real Estate
1.55K
+ 19.83%
$38.09 - $45.36 $59.1K - $70.4K
9.38K $382K
OC
Owens Corning

Industrials
388
+ 8.48%
$126.32 - $147.75 $49K - $57.3K
4.96K $682K
HIW
Highwoods Properties, Inc.

Real Estate
577
+ 8.53%
$25.31 - $31.85 $14.6K - $18.4K
7.34K $228K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
8.56K
+ 10.84%
$5.62 - $6.14 $48.1K - $52.5K
87.5K $503K
FIZZ
National Beverage Corp

Consumer Defensive
383
+ 5.7%
$41.45 - $46.54 $15.9K - $17.8K
7.11K $307K
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
2.8K
+ 2.39%
$45.2 - $53.03 $127K - $148K
120K $6.11M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
95
+ 0.61%
$36.02 - $41.92 $3.42K - $3.98K
15.7K $658K
FSTA
Fidelity Covington Tr Msci Con

ETFs
511
+ 6.47%
$47.94 - $52.5 $24.5K - $26.8K
8.41K $429K
IEV
Ishares Tr Europe ETF

ETFs
58
+ 1.35%
$51.8 - $64.59 $3K - $3.75K
4.37K $276K
FNDE
Schwab Fundamental Emerging Mk

ETFs
191
+ 2.2%
$26.66 - $33.09 $5.09K - $6.32K
8.88K $293K
IYY
Ishares Tr

ETFs
2
+ 0.12%
$120.9 - $150.87 $242 - $302
1.72K $258K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
859
+ 4.61%
$16.43 - $18.82 $14.1K - $16.2K
19.5K $366K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
1.75K
+ 8.37%
$20.19 - $23.59 $35.4K - $41.3K
22.7K $500K
OVV
Ovintiv Inc.

Energy
1.46K
+ 21.93%
$31.18 - $44.14 $45.5K - $64.4K
8.11K $308K
RWO
Spdr Dow Jones Global Real Est

ETFs
262
+ 1.06%
$38.85 - $45.0 $10.2K - $11.8K
25K $1.1M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
483
+ 4.8%
$21.02 - $23.56 $10.2K - $11.4K
10.5K $248K
HSY
Hershey CO

Consumer Defensive
525
+ 4.16%
$151.29 - $173.13 $79.4K - $90.9K
13.2K $2.18M
ARLP
Alliance Resource Partners LP

Energy
1.31K
+ 12.35%
$24.67 - $27.45 $32.2K - $35.9K
11.9K $310K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
228
+ 3.87%
$53.93 - $61.5 $12.3K - $14K
6.12K $375K
DOX
Amdocs LTD

Technology
266
+ 2.39%
$80.46 - $94.08 $21.4K - $25K
11.4K $1.04M
CX
Cemex Sab De Cv

Basic Materials
205
+ 1.41%
$5.02 - $7.19 $1.03K - $1.47K
14.8K $102K
GLP
Global Partners LP

Energy
727
+ 2.68%
$44.91 - $56.21 $32.6K - $40.9K
27.8K $1.47M
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.18K
+ 9.39%
$13.03 - $15.28 $28.4K - $33.2K
25.3K $371K
GAL
Ssga Active ETF Tr

ETFs
201
+ 3.84%
$41.46 - $47.0 $8.33K - $9.45K
5.44K $255K
DSGX
Descartes Systems Group Inc

Technology
75
+ 0.52%
$94.15 - $116.93 $7.06K - $8.77K
14.6K $1.49M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
26
+ 0.16%
$12.25 - $15.47 $319 - $402
16.8K $259K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
721
+ 4.05%
$20.23 - $21.04 $14.6K - $15.2K
18.5K $389K
FUBO
Fubo Tv Inc.

Communication Services
1.71K
+ 13.6%
$2.42 - $3.86 $4.13K - $6.59K
14.3K $55K
PNFP
Pinnacle Financial Partners Inc

Financial Services
14
+ 0.34%
$87.19 - $111.51 $1.22K - $1.56K
4.09K $451K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
131
+ 1.43%
$72.71 - $82.56 $9.53K - $10.8K
9.3K $758K
REAX
Real Brokerage Inc

Real Estate
2.13K
+ 9.59%
$3.82 - $4.73 $8.13K - $10.1K
24.3K $109K
AXS
Axis Capital Holdings LTD

Financial Services
59
+ 1.8%
$87.23 - $106.93 $5.15K - $6.31K
3.34K $346K
ERH
Allspring Utilities & High Income Fund

Financial Services
480
+ 2.28%
$9.98 - $11.55 $4.79K - $5.54K
21.5K $248K
DEEP
ETF Ser Solutions Roundhill Ac

Technology
46
+ 0.57%
$26.83 - $33.0 $1.23K - $1.52K
8.13K $267K
VOYA
Voya Financial, Inc.

Financial Services
101
+ 3.35%
$54.27 - $71.0 $5.48K - $7.17K
3.12K $221K
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
291
+ 6.46%
$42.73 - $45.32 $12.4K - $13.2K
4.8K $217K
DNN
Denison Mines Corp.

Energy
1.5K
+ 5.79%
$1.15 - $1.86 $1.72K - $2.79K
27.4K $49K
OSBC
Old Second Bancorp Inc

Financial Services
201
+ 1.74%
$14.45 - $17.74 $2.9K - $3.57K
11.8K $208K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
325
+ 1.13%
$40.66 - $41.98 $13.2K - $13.6K
29K $1.21M
PVH
Pvh Corp.

Consumer Cyclical
12
+ 0.31%
$60.5 - $87.28 $726 - $1.05K
3.87K $265K
UMBF
Umb Financial Corp

Financial Services
23
+ 0.67%
$86.4 - $107.99 $1.99K - $2.48K
3.46K $363K
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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