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
LUV
Southwest Airlines CO

Industrials
908
+ 3.23%
$24.04 - $34.36 $21.8K - $31.2K
29.1K $942K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
207
+ 2.07%
$6.8 - $8.15 $1.41K - $1.69K
10.2K $78K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
26
+ 0.2%
$6.47 - $8.05 $168 - $209
12.9K $99K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
351
+ 1.33%
$11.34 - $12.35 $3.98K - $4.33K
26.8K $319K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
121
+ 1.05%
$11.19 - $11.84 $1.35K - $1.43K
11.6K $131K
HTGC
Hercules Capital, Inc.

Financial Services
354
+ 2.7%
$16.24 - $19.1 $5.75K - $6.76K
13.5K $246K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
103
+ 0.56%
$41.42 - $46.68 $4.27K - $4.81K
18.6K $846K
CHRD
Oasis Petroleum Inc.

Energy
322
+ 12.99%
$82.03 - $113.54 $26.4K - $36.6K
2.8K $271K
UHS
Universal Health Services Inc

Healthcare
129
+ 2.81%
$157.05 - $197.94 $20.3K - $25.5K
4.72K $854K
CSWI
Csw Industrials, Inc.

Industrials
1
+ 0.05%
$254.34 - $336.43 $254 - $336
1.96K $561K
PCTY
Paylocity Holding Corp

Technology
28
+ 1.2%
$172.54 - $201.04 $4.83K - $5.63K
2.37K $429K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
1.12K
+ 6.77%
$2.25 - $3.66 $2.51K - $4.08K
17.6K $50K
BKH
Black Hills Corp

Utilities
200
+ 3.89%
$55.66 - $61.75 $11.1K - $12.4K
5.34K $299K
AES
Aes Corp

Utilities
15.2K
+ 16.71%
$9.63 - $12.55 $146K - $191K
106K $1.12M
AXSM
Axsome Therapeutics, Inc.

Healthcare
114
+ 5.41%
$95.65 - $116.49 $10.9K - $13.3K
2.22K $231K
ALKS
Alkermes Plc.

Healthcare
619
+ 8.3%
$26.59 - $32.65 $16.5K - $20.2K
8.08K $231K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.49K
+ 1051.48%
$105.72 - $1416.0 $263K - $3.53M
2.73K $304K
DEO
Diageo PLC

Consumer Defensive
432
+ 2.9%
$99.86 - $115.75 $43.1K - $50K
15.3K $1.55M
AUR
Aurora Innovation, Inc.

Technology
1.24K
+ 8.52%
$5.17 - $8.14 $6.43K - $10.1K
15.8K $82K
FR
First Industrial Realty Trust Inc

Real Estate
421
+ 6.62%
$43.07 - $54.05 $18.1K - $22.8K
6.78K $326K
TLRY
Tilray Brands, Inc.

Healthcare
37.8K
+ 30.4%
$0.36 - $0.65 $13.6K - $24.6K
162K $66K
CNS
Cohen & Steers, Inc.

Financial Services
160
+ 2.75%
$70.24 - $83.51 $11.2K - $13.4K
5.98K $450K
MWA
Mueller Water Products, Inc.

Industrials
1.63K
+ 4.01%
$22.82 - $27.21 $37.2K - $44.4K
42.3K $1.02M
SPTL
Spdr Portfolio Long Term Treas

ETFs
102K
+ 2.54%
$25.48 - $27.78 $2.6M - $2.83M
4.11M $109M
SHEL
Shell PLC

Energy
4.69K
+ 3.86%
$59.75 - $73.05 $280K - $343K
126K $8.89M
CNOB
Connect One Bancorp, Inc.

Financial Services
1.12K
+ 2.8%
$20.95 - $24.78 $23.5K - $27.8K
41.1K $952K
DUK
Duke Energy Corp

Utilities
3.45K
+ 3.2%
$112.46 - $124.05 $388K - $428K
111K $13.1M
PTEN
Patterson Uti Energy Inc

Energy
6.09K
+ 24.2%
$5.46 - $8.56 $33.2K - $52.1K
31.2K $185K
WTW
Willis Towers Watson PLC

Financial Services
11
+ 1.4%
$295.96 - $337.43 $3.26K - $3.71K
795 $243K
PSR
Invesco Actively

ETFs
9
+ 0.05%
$81.92 - $93.07 $737 - $838
18.7K $1.71M
MAA
Mid America Apartment Communities Inc.

Real Estate
165
+ 7.01%
$145.91 - $168.0 $24.1K - $27.7K
2.52K $372K
EXLS
Exl Service Holdings, Inc.

Technology
3.12K
+ 6.65%
$41.85 - $48.48 $130K - $151K
50K $2.19M
BBY
Best Buy CO Inc

Consumer Cyclical
373
+ 4.92%
$56.17 - $75.73 $21K - $28.2K
7.95K $533K
UFPI
Ufp Industries Inc

Basic Materials
5
+ 0.16%
$94.93 - $109.1 $475 - $546
3.15K $312K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
1.84K
+ 2.39%
$13.74 - $15.66 $25.3K - $28.8K
78.7K $1.17M
WHF
White Horse Finance, Inc.

Financial Services
14
+ 0.05%
$8.67 - $9.84 $121 - $138
27.6K $240K
CPK
Chesapeake Utilities Corp

Utilities
108
+ 2.26%
$116.0 - $135.5 $12.5K - $14.6K
4.89K $588K
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.87K
+ 6.94%
$26.61 - $29.9 $49.7K - $55.8K
28.8K $769K
MMSI
Merit Medical Systems Inc

Healthcare
12
+ 0.5%
$88.48 - $107.04 $1.06K - $1.28K
2.43K $227K
NJR
New Jersey Resources Corp

Utilities
282
+ 2.85%
$44.23 - $49.97 $12.5K - $14.1K
10.2K $455K
PSEC
Prospect Capital Corp

Financial Services
8.14K
+ 13.48%
$3.14 - $4.06 $25.6K - $33K
68.5K $217K
AZN
Astrazeneca PLC

Healthcare
4.96K
+ 4.77%
$64.87 - $75.0 $322K - $372K
109K $7.62M
MAS
Masco Corp

Industrials
1.66K
+ 6.22%
$58.73 - $71.06 $97.3K - $118K
28.3K $1.82M
PKG
Packaging Corp Of America

Consumer Cyclical
737
+ 4.12%
$175.97 - $201.36 $130K - $148K
18.6K $3.51M
CVCO
Cavco Industries Inc.

Consumer Cyclical
22
+ 4.26%
$396.53 - $537.62 $8.72K - $11.8K
538 $233K
KMX
Carmax Inc

Consumer Cyclical
957
+ 10.26%
$62.27 - $82.77 $59.6K - $79.2K
10.3K $690K
SCS
Steelcase Inc

Industrials
1.55K
+ 1.51%
$9.42 - $11.46 $14.6K - $17.7K
104K $1.09M
MOH
Molina Healthcare, Inc.

Healthcare
28
+ 1.83%
$290.25 - $353.24 $8.13K - $9.89K
1.56K $463K
UTZ
Utz Brands, Inc.

Consumer Defensive
361
+ 1.19%
$11.62 - $14.29 $4.19K - $5.16K
30.6K $384K
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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