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
JLL
Jones Lang Lasalle Inc

Real Estate
22
+ 1.84%
$204.57 - $256.96 $4.5K - $5.65K
1.22K $311K
JFR
Nuveen Floating Rate Income Fund

Financial Services
1.84K
+ 1.28%
$7.51 - $8.49 $13.8K - $15.6K
145K $1.23M
EXPD
Expeditors International Of Washington Inc

Industrials
245
+ 10.1%
$102.84 - $122.24 $25.2K - $29.9K
2.67K $305K
FGRO
Fidelity Covington Tr

ETFs
632
+ 0.31%
N/A
205K $4.58M
PDD
Pinduoduo Inc.

Consumer Cyclical
384
+ 20.16%
$88.35 - $122.19 $33.9K - $46.9K
2.29K $239K
PINK
Simplify Exchange Traded Fds S

ETFs
250
+ 2.99%
$26.92 - $30.05 $6.73K - $7.51K
8.6K $258K
STAG
Stag Industrial, Inc.

Real Estate
324
+ 4.25%
$30.08 - $37.02 $9.75K - $12K
7.94K $288K
SITE
Site One Landscape Supply, Inc.

Industrials
139
+ 1.43%
$104.79 - $127.3 $14.6K - $17.7K
9.89K $1.2M
WFG
West Fraser Timber Co., LTD

Basic Materials
345
+ 9.41%
$70.53 - $78.77 $24.3K - $27.2K
4.01K $294K
VPN
Global X Fds Data Ctr Reits &

ETFs
713
+ 6.14%
N/A
12.3K $196K
PCG
Pg&E Corp

Utilities
8.12K
+ 25.86%
$13.55 - $17.87 $110K - $145K
39.5K $550K
DHS
Wisdomtree Tr U.S

ETFs
242
+ 6.25%
$87.71 - $98.37 $21.2K - $23.8K
4.11K $394K
ALL
Allstate Corp

Financial Services
704
+ 3.08%
$180.53 - $212.64 $127K - $150K
23.6K $4.75M
BGT
Blackrock Floating Rate Income Trust

Financial Services
580
+ 1.69%
$10.95 - $12.62 $6.35K - $7.32K
35K $437K
BRO
Brown & Brown, Inc.

Financial Services
1.54K
+ 12.97%
$104.48 - $124.43 $160K - $191K
13.4K $1.48M
CNHI
Cnh Industrial N.V.

Industrials
994
+ 2.67%
N/A
38.2K $398K
CMA
Comerica Inc

Financial Services
115
+ 2.47%
$50.42 - $59.65 $5.8K - $6.86K
4.77K $284K
IDA
Idacorp Inc

Utilities
115
+ 2.89%
$111.01 - $119.72 $12.8K - $13.8K
4.1K $472K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
129
+ 0.73%
$25.27 - $27.14 $3.26K - $3.5K
17.9K $484K
MMS
Maximus, Inc.

Industrials
45
+ 1.35%
$65.54 - $76.8 $2.95K - $3.46K
3.37K $236K
MFG
Mizuho Financial Group Inc

Financial Services
551
+ 0.43%
$4.25 - $5.66 $2.34K - $3.12K
129K $715K
ODFL
Old Dominion Freight Line, Inc.

Industrials
130
+ 3.64%
$146.74 - $176.07 $19.1K - $22.9K
3.7K $600K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
1.39K
+ 16.02%
$30.03 - $40.05 $41.8K - $55.7K
10.1K $355K
JBT
John Bean Technologies Corp

Industrials
70
+ 3.53%
N/A
2.05K $258K
ADT
Adt Inc.

Industrials
291
+ 1.97%
$7.54 - $8.6 $2.19K - $2.5K
15K $127K
NOVT
Novanta Inc

Technology
48
+ 0.58%
N/A
8.32K $1.31M
IGHG
Proshares Investment Grade Int

ETFs
43
+ 1.33%
$74.89 - $78.35 $3.22K - $3.37K
3.28K $257K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
152
+ 3.58%
$58.95 - $66.19 $8.96K - $10.1K
4.4K $286K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
1.91K
+ 16.9%
$3.55 - $4.0 $6.77K - $7.63K
13.2K $52K
DPZ
Dominos Pizza Inc

Consumer Cyclical
37
+ 3.43%
$430.72 - $497.52 $15.9K - $18.4K
1.12K $503K
IBB
Ishares Biotechnology ETF

ETFs
128
+ 2.02%
$112.02 - $129.0 $14.3K - $16.5K
6.47K $817K
ORI
Old Republic International Corp

Financial Services
295
+ 4.73%
$35.25 - $39.79 $10.4K - $11.7K
6.54K $251K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
65
+ 4.32%
$139.81 - $165.8 $9.09K - $10.8K
1.57K $243K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
1.72K
+ 10.0%
$2.29 - $2.6 $3.94K - $4.48K
18.9K $49K
CBU
Community Bank System, Inc.

Financial Services
94
+ 1.88%
$50.88 - $58.16 $4.78K - $5.47K
5.08K $289K
HSMV
First Tr Exchange Trd Fd Iii H

ETFs
218
+ 2.25%
$32.53 - $36.4 $7.09K - $7.94K
9.92K $355K
FTSD
Franklin ETF Tr Liberty Short

ETFs
62
+ 2.5%
$90.19 - $91.19 $5.59K - $5.65K
2.55K $231K
MRTN
Marten Transport LTD

Industrials
2.03K
+ 7.37%
$12.69 - $13.95 $25.8K - $28.4K
29.6K $384K
ORCC
Owl Rock Capital Corp

Financial Services
381
+ 1.02%
N/A
37.8K $505K
HMN
Horace Mann Educators Corp

Financial Services
35
+ 0.27%
$38.84 - $43.99 $1.36K - $1.54K
13.2K $567K
IBDV
Ishares Tr

Technology
104
+ 0.94%
$21.28 - $21.98 $2.21K - $2.29K
11.2K $246K
PRGO
Perrigo CO PLC

Healthcare
910
+ 6.17%
$24.36 - $27.91 $22.2K - $25.4K
15.7K $418K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
4
+ 0.06%
$37.87 - $42.54 $151 - $170
6.74K $283K
PR
Permian Resources Corporation

Energy
2.74K
+ 1.93%
$10.36 - $14.93 $28.3K - $40.8K
144K $1.96M
REG
Regency Centers Corp

Real Estate
268
+ 4.42%
$65.48 - $74.74 $17.5K - $20K
6.33K $450K
BURL
Burlington Stores, Inc.

Consumer Cyclical
76
+ 2.85%
$215.78 - $270.12 $16.4K - $20.5K
2.74K $637K
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
457
+ 1.57%
$3.84 - $4.48 $1.75K - $2.05K
29.5K $129K
SCVL
Shoe Carnival Inc

Consumer Cyclical
2.68K
+ 18.65%
$16.75 - $23.0 $44.9K - $61.7K
17.1K $319K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
98
+ 0.94%
$8.7 - $10.12 $853 - $992
10.6K $105K
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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