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
PFN
Pimco Income Strategy Fund Ii

Financial Services
353
+ 3.02%
$7.41 - $7.64 $2.62K - $2.7K
12K $90K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
608
+ 4.76%
$5.87 - $6.26 $3.57K - $3.81K
13.4K $78K
BIGZ
Black Rock Innovation & Growth Trust
1.68K
+ 15.22%
$6.4 - $8.25 $10.8K - $13.9K
12.7K $84K
CMC
Commercial Metals CO

Basic Materials
503
+ 8.3%
$43.22 - $53.05 $21.7K - $26.7K
6.57K $302K
NIO
Nio Inc.

Consumer Cyclical
5.31K
+ 16.26%
$3.75 - $5.22 $19.9K - $27.7K
37.9K $144K
OMF
One Main Holdings, Inc.

Financial Services
427
+ 7.57%
$45.35 - $58.06 $19.4K - $24.8K
6.07K $296K
PIM
Putnam Master Intermediate Income Trust

Financial Services
199
+ 1.23%
$3.23 - $3.35 $643 - $667
16.3K $54K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
505
+ 2.18%
$2.1 - $2.18 $1.06K - $1.1K
23.7K $50K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
241
+ 2.18%
$3.92 - $4.13 $945 - $995
11.3K $44K
Capital Group International
661
+ 6.67%
N/A
10.6K $0
TTAI
Fcf International Quality ETF
3
+ 0.03%
N/A
9.25K $0
Aim ETF Products Trust
1.56K
+ 19.02%
N/A
9.73K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
2.89K
+ 20.8%
N/A
16.8K $0
Aim ETF Products Trust
3.37K
+ 31.46%
N/A
14.1K $0
AZBO
Aim ETF Prods Tr Allianzim Us

ETFs
1.25K
+ 4.0%
N/A
32.4K $0
Amc Entmt Hldgs Inc
4.55K
+ 5.48%
N/A
87.7K $0
American Healthcare Reit Inc
6.62K
+ 24.04%
N/A
34.2K $0
Amplify ETF Tr
191
+ 7.08%
N/A
2.89K $0
Annaly Capital Management In
5.02K
+ 10.89%
N/A
51.1K $0
Arista Networks Inc
7.49K
+ 13.48%
N/A
63K $0
Asp Isotopes Inc
141
+ 1.41%
N/A
10.1K $0
Atlas Energy Solutions Inc
3.43K
+ 12.02%
N/A
31.9K $0
Atlassian Corporation
1.4K
+ 47.33%
N/A
4.36K $0
Avadel Pharmaceuticals PLC
56.3K
+ 33.81%
N/A
223K $0
Blackrock Inc
369
+ 2.5%
N/A
15.1K $0
Boeing CO
244
+ 6.57%
N/A
3.96K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
78
+ 0.09%
N/A
89.6K $0
Brookfield Asset Managmt LTD
176
+ 1.87%
N/A
9.61K $0
Brookfield Corp
135
+ 1.59%
N/A
8.63K $0
Brookfield Infrastructure CO
49
+ 0.11%
N/A
44.1K $0
BFB
Brown Forman Corp Cl B
7.94K
+ 24.36%
N/A
40.5K $0
Capital Group Core Balanced
4.86K
+ 12.9%
N/A
42.5K $0
Capital Grp Fixed Incm ETF T
3.94K
+ 5.86%
N/A
71.3K $0
CGMU
Capital Group Core Plus Income
7.89K
+ 13.45%
N/A
66.6K $0
CGSD
Capital Grp Core Plus Income E
5.27K
+ 13.37%
N/A
44.7K $0
Capital Grp Fixed Incm ETF T
4.12K
+ 39.66%
N/A
14.5K $0
CGMS
Capital Grp Core Plus Income E
4.07K
+ 7.85%
N/A
55.9K $0
Capitol Ser Tr
14.1K
+ 161.13%
N/A
22.8K $0
Cava Group Inc
1.62K
+ 46.54%
N/A
5.1K $0
Celestica Inc
6.61K
+ 49.78%
N/A
19.9K $0
Coherent Corp
1.92K
+ 84.75%
N/A
4.19K $0
Crane Company
9
+ 0.51%
N/A
1.76K $0
CRH.L
Crh PLC

Basic Materials
220
+ 0.46%
N/A
48.6K $0
Destiny Tech100 Inc
2.63K
+ 65.48%
N/A
6.64K $0
Dimensional ETF Trust
318
+ 7.57%
N/A
4.52K $0
Dimensional ETF Trust
3
+ 0.06%
N/A
5.45K $0
Dimensional ETF Trust
406K
+ 30.72%
N/A
1.73M $0
DCI
Donaldson CO Inc

Industrials
57
+ 0.52%
$66.51 - $72.28 $3.79K - $4.12K
11.1K $743K
DRLL
Ea Ser Tr Strive U S Energy Et
684
+ 2.35%
N/A
29.8K $0
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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