Avantax Advisory Services, Inc. Incresed Positions in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
5.14K
+ 9.78%
$71.55 - $82.8 $368K - $426K
57.7K $4.33M
UAL
United Airlines Holdings, Inc.

Industrials
1.59K
+ 17.79%
$55.62 - $102.44 $88.4K - $163K
10.5K $1.02M
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.06K
+ 6.33%
$116.09 - $131.23 $355K - $401K
51.4K $6.23M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.83K
+ 4.27%
$104.59 - $118.05 $401K - $453K
93.6K $10.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
305
+ 0.93%
$264.18 - $304.19 $80.6K - $92.8K
33.1K $9.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10K
+ 33.82%
$50.35 - $50.69 $505K - $508K
39.7K $2M
BOND
Pimco Active Bond Exchange Tra

ETFs
14.7K
+ 7.36%
$90.42 - $94.5 $1.33M - $1.39M
214K $19.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.96K
+ 19.61%
$86.65 - $94.9 $516K - $565K
36.3K $3.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.16K
+ 1.89%
$126.68 - $134.74 $654K - $696K
278K $35.5M
UBS
Ubs Group Ag

Financial Services
16.7K
+ 54.51%
$29.78 - $33.08 $498K - $553K
47.4K $1.44M
SONY
Sony Group Corp

Technology
70.8K
+ 521.56%
$17.53 - $96.8 $1.24M - $6.85M
84.4K $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
849
+ 4.98%
$47.29 - $84.74 $40.1K - $71.9K
17.9K $1.33M
BLDR
Builders First Source, Inc.

Industrials
3.85K
+ 243.54%
$142.93 - $198.25 $550K - $763K
5.43K $775K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
86
+ 2.23%
$260.53 - $404.79 $22.4K - $34.8K
3.95K $1.51M
GME
Game Stop Corp.

Consumer Cyclical
11.3K
+ 91.45%
$20.5 - $32.99 $232K - $374K
23.7K $742K
SUB
Ishares Short Term National Mu

ETFs
4.39K
+ 31.64%
$104.94 - $106.2 $460K - $466K
18.3K $1.93M
CGCP
Capital Group Core Plus Income

ETFs
28.2K
+ 14.93%
$22.13 - $23.17 $624K - $653K
217K $4.82M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
21.6K
+ 45.58%
$27.75 - $30.71 $599K - $663K
68.9K $1.91M
CCJ
Cameco Corp

Energy
7.1K
+ 31.6%
$48.64 - $61.14 $345K - $434K
29.6K $1.52M
SE
Sea LTD

Consumer Cyclical
2.17K
+ 11.96%
$93.56 - $117.41 $203K - $254K
20.3K $2.15M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.11K
+ 121.6%
$60.65 - $72.33 $370K - $442K
11.1K $750K
BSCV
Invesco ETF Self Indexed Fd Tr
27.5K
+ 256.1%
$16.02 - $16.72 $441K - $460K
38.3K $614K
SRE
Sempra Energy

Utilities
1.95K
+ 3.01%
$80.81 - $94.77 $157K - $185K
66.6K $5.84M
ARKW
Ark Next Generation Internet E

ETFs
626
+ 3.9%
$82.66 - $120.04 $51.7K - $75.1K
16.7K $1.8M
NOCT
Innovator Growth 100 Power Buf

ETFs
8.26K
+ 134.9%
$49.49 - $52.11 $409K - $431K
14.4K $738K
XLRE
Select Sector Spdr Tr Real Est

ETFs
23.2K
+ 18.19%
$40.06 - $45.21 $928K - $1.05M
151K $6.12M
RPM
Rpm International Inc

Basic Materials
3.33K
+ 36.3%
$120.09 - $140.26 $399K - $466K
12.5K $1.54M
ITA
Ishares Tr

ETFs
5.17K
+ 6.83%
$144.31 - $157.31 $746K - $813K
80.9K $11.8M
SIVR
Abrdn Silver ETF Trust

ETFs
17K
+ 75.01%
$27.61 - $33.22 $470K - $565K
39.7K $1.1M
FNDA
Schwab Fundamental U S Small C

ETFs
34.2K
+ 170.92%
$29.26 - $59.11 $1M - $2.02M
54.3K $1.61M
PM
Philip Morris International Inc.

Consumer Defensive
4.24K
+ 4.74%
$118.38 - $133.06 $502K - $564K
93.7K $11.3M
IR
Ingersoll Rand Inc.

Industrials
5.08K
+ 90.06%
$90.46 - $105.35 $460K - $535K
10.7K $970K
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
2.26K
+ 125.58%
$182.19 - $195.69 $412K - $443K
4.07K $748K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
14.1K
+ 113.3%
$17.13 - $34.23 $241K - $481K
26.5K $639K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
4.33K
+ 146.61%
$94.66 - $102.14 $409K - $442K
7.28K $693K
GMED
Globus Medical Inc

Healthcare
2.53K
+ 14.13%
$69.79 - $85.61 $177K - $217K
20.5K $1.69M
HEI
Heico Corp

Industrials
2.42K
+ 34.38%
$237.06 - $279.02 $574K - $676K
9.46K $2.25M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
8.5K
+ 35.66%
$49.74 - $50.43 $423K - $429K
32.3K $1.61M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
7.27K
+ 2.58%
$59.74 - $60.03 $434K - $436K
289K $17.3M
IEF
Ishares Barclays

ETFs
15.6K
+ 8.53%
$92.08 - $98.18 $1.44M - $1.54M
199K $18.4M
LGOV
First Tr ETF Iv Long Duration

ETFs
32.1K
+ 18.92%
$20.75 - $22.49 $665K - $721K
201K $4.2M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
691
+ 3.04%
$563.99 - $620.12 $390K - $429K
23.4K $13.3M
DLR
Digital Realty Trust, Inc.

Real Estate
80
+ 0.33%
$156.46 - $195.69 $12.5K - $15.7K
24.1K $4.28M
ROK
Rockwell Automation, Inc

Industrials
1.05K
+ 23.65%
$264.65 - $302.92 $278K - $319K
5.5K $1.57M
VMC
Vulcan Materials CO

Basic Materials
1.32K
+ 24.88%
$237.95 - $292.31 $313K - $385K
6.61K $1.7M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
9.35K
+ 6.02%
$33.92 - $36.6 $317K - $342K
165K $5.7M
VST
Vistra Corp.

Utilities
340
+ 2.04%
$115.74 - $166.61 $39.4K - $56.6K
17K $2.35M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
2.36K
+ 40.26%
$164.89 - $177.66 $388K - $418K
8.2K $1.36M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
5.67K
+ 10.65%
$55.86 - $60.21 $317K - $341K
58.9K $3.37M
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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