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
TIP
Ishares Tr Tips Bd ETF

ETFs
4.3K
+ 8.74%
$106.22 - $111.09 $457K - $478K
53.5K $5.95M
SPG
Simon Property Group Inc

Real Estate
4.69K
+ 32.34%
$159.48 - $187.78 $748K - $881K
19.2K $3.19M
KMB
Kimberly Clark Corp

Consumer Defensive
1.66K
+ 4.11%
$124.46 - $147.4 $207K - $245K
42.1K $5.99M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
22.2K
+ 8.83%
$28.55 - $29.09 $633K - $645K
273K $7.88M
WMB
Williams Companies, Inc.

Energy
4.62K
+ 6.35%
$54.02 - $61.09 $249K - $282K
77.4K $4.62M
FICS
First Tr Exchange Traded Fd Vi

ETFs
12.5K
+ 15.1%
$33.49 - $37.82 $418K - $473K
95.2K $3.49M
UNP
Union Pacific Corp

Industrials
1.67K
+ 4.82%
$225.21 - $254.42 $375K - $424K
36.2K $8.56M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
9.72K
+ 5.81%
$39.65 - $43.35 $385K - $421K
177K $7.45M
VSAT
Viasat Inc

Technology
60.4K
+ 263.88%
$7.51 - $11.81 $454K - $713K
83.3K $867K
IDV
Ishares Tr

ETFs
7.62K
+ 6.4%
$27.0 - $31.7 $206K - $242K
127K $3.93M
VB
Vanguard Small Cap ETF

ETFs
29.2K
+ 9.32%
$217.89 - $252.64 $6.35M - $7.37M
342K $75.8M
DFIV
Dimensional ETF Tr

ETFs
14.2K
+ 51.9%
$35.33 - $40.77 $501K - $578K
41.5K $1.63M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
34.8K
+ 31.82%
$12.61 - $14.92 $439K - $519K
144K $2.07M
MU
Micron Technology Inc

Technology
6.23K
+ 15.29%
$86.89 - $109.38 $541K - $681K
47K $4.08M
SPTS
Spdr Portfolio Short Term Trea

ETFs
21.2K
+ 15.08%
$28.92 - $29.24 $612K - $619K
162K $4.72M
AVEM
American Centy ETF Tr Avantis

ETFs
8.33K
+ 7.82%
$57.11 - $62.4 $476K - $520K
115K $6.91M
EOG
Eog Resources Inc

Energy
1.69K
+ 2.2%
$120.54 - $138.05 $203K - $233K
78.1K $10M
DVN
Devon Energy Corp

Energy
7.83K
+ 10.32%
$33.15 - $38.55 $259K - $302K
83.7K $3.13M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
25K
+ 32.45%
$25.44 - $25.58 $635K - $638K
102K $2.6M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.65K
+ 127.41%
$85.06 - $87.69 $650K - $671K
13.6K $1.16M
CMCSA
Comcast Corp

Communication Services
24.2K
+ 6.11%
$33.19 - $38.23 $802K - $924K
419K $15.5M
COLD
Americold Realty Trust

Real Estate
29.6K
+ 95.44%
$20.74 - $23.05 $615K - $683K
60.7K $1.3M
DSTL
ETF Ser Solution Distillate Us

ETFs
21.1K
+ 2.81%
$53.28 - $57.28 $1.13M - $1.21M
773K $41.9M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
6.91K
+ 28.34%
$113.13 - $127.79 $782K - $883K
31.3K $3.54M
RDVY
First Trust Rising Dividend Ac

ETFs
16.5K
+ 2.94%
$57.22 - $63.39 $945K - $1.05M
578K $33.9M
EXC
Exelon Corp

Utilities
5.13K
+ 11.08%
$37.3 - $46.08 $191K - $236K
51.4K $2.37M
XEL
Xcel Energy Inc

Utilities
7.18K
+ 20.56%
$63.37 - $72.1 $455K - $518K
42.1K $2.98M
CI
Cigna Corp

Healthcare
1
+ 0.01%
$274.49 - $329.0 $274 - $329
11.7K $3.86M
SYK
Stryker Corp

Healthcare
969
+ 4.56%
$355.18 - $399.9 $344K - $388K
22.2K $8.28M
BHP
Bhp Group LTD

Basic Materials
13.3K
+ 11.59%
$48.18 - $52.11 $639K - $691K
128K $6.2M
IBHE
Ishares Ibonds 2025 Term High

ETFs
25.9K
+ 17.19%
$23.16 - $23.32 $599K - $603K
176K $4.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.46K
+ 34.95%
$333.37 - $384.99 $820K - $947K
9.5K $3.18M
FTLS
First Tr Long/Short Equity ETF

ETFs
11K
+ 17.72%
$63.42 - $68.17 $698K - $750K
73.1K $4.68M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.9K
+ 16.14%
$48.65 - $53.06 $384K - $419K
56.8K $2.95M
INTU
Intuit Inc

Technology
1.53K
+ 6.28%
$555.63 - $630.23 $848K - $962K
25.8K $15.9M
HYMU
Blackrock ETF Tr Ii High Yield
24.9K
+ 63.25%
$22.43 - $23.19 $558K - $577K
64.2K $1.47M
XLRE
Select Sector Spdr Tr Real Est

ETFs
9.65K
+ 6.41%
$39.18 - $43.52 $378K - $420K
160K $6.7M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.27K
+ 9.83%
$308.86 - $455.36 $391K - $576K
14.1K $4.98M
NOV
Nov Inc.

Energy
36.1K
+ 78.72%
$13.99 - $16.43 $505K - $594K
82K $1.25M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
12.7K
+ 13.94%
$58.38 - $64.16 $740K - $813K
104K $6.14M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.38K
+ 2.83%
$36.91 - $41.03 $162K - $180K
159K $6.32M
AES
Aes Corp

Utilities
46.3K
+ 104.01%
$9.93 - $13.23 $460K - $613K
90.9K $1.13M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
14.2K
+ 16.31%
$43.63 - $46.01 $618K - $651K
101K $4.45M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
28.5K
+ 32.97%
$18.18 - $18.58 $519K - $530K
115K $2.13M
AGNC
Agnc Investment Corp.

Real Estate
54K
+ 73.03%
$9.12 - $10.54 $492K - $569K
128K $1.22M
BA
Boeing CO

Industrials
4.76K
+ 11.45%
$148.15 - $186.25 $705K - $886K
46.3K $7.9M
SPGI
S&P Global Inc.

Financial Services
666
+ 3.34%
$478.26 - $543.77 $319K - $362K
20.6K $10.5M
RAAX
Vaneck ETF Trust Inflation All

ETFs
16.4K
+ 97.32%
$28.3 - $30.43 $464K - $499K
33.3K $1.01M
EGP
Eastgroup Properties Inc

Real Estate
2.18K
+ 24.02%
$155.63 - $187.46 $339K - $408K
11.2K $1.98M
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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