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
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.62K
+ 27.6%
$100.59 - $103.47 $465K - $478K
21.4K $2.21M
K
Kellogg CO

Consumer Defensive
6.19K
+ 66.1%
$81.06 - $82.9 $501K - $513K
15.5K $1.28M
KWEB
Kraneshares Tr Csi China Inter

ETFs
11.9K
+ 65.99%
$27.29 - $38.29 $325K - $456K
29.9K $1.04M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
14.6K
+ 10.5%
$64.88 - $72.1 $946K - $1.05M
153K $10.1M
CTRA
Coterra Energy Inc.

Energy
6.78K
+ 7.12%
$25.51 - $29.83 $173K - $202K
102K $2.95M
F
Ford Motor CO

Consumer Cyclical
48.4K
+ 20.7%
$9.12 - $10.43 $441K - $504K
282K $2.83M
VGSH
Vanguard

ETFs
8.34K
+ 19.91%
$58.07 - $58.69 $484K - $489K
50.2K $2.95M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.53K
+ 16.79%
$180.02 - $208.56 $275K - $318K
10.6K $2.21M
ROP
Roper Technologies Inc

Industrials
400
+ 10.26%
$502.71 - $593.81 $201K - $238K
4.3K $2.53M
SAP
Sap Se

Technology
76
+ 0.35%
$241.4 - $293.69 $18.3K - $22.3K
21.9K $5.88M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
9.45K
+ 17.34%
$50.87 - $51.09 $481K - $483K
64K $3.27M
JMEE
J P Morgan Exchange Traded Fd

ETFs
10.6K
+ 45.46%
$54.51 - $63.63 $580K - $677K
34K $1.9M
CRUS
Cirrus Logic, Inc.

Technology
4.9K
+ 34.76%
$97.89 - $111.4 $480K - $546K
19K $1.89M
LNG
Cheniere Energy, Inc.

Energy
1.36K
+ 13.06%
$209.32 - $253.66 $284K - $345K
11.8K $2.72M
FMB
First Tr Exchange Traded Fd Ii

ETFs
16.7K
+ 2.76%
$50.17 - $51.45 $837K - $858K
622K $31.3M
MWA
Mueller Water Products, Inc.

Industrials
16.2K
+ 65.89%
$21.65 - $28.24 $350K - $456K
40.7K $1.03M
EPD
Enterprise Products Partners L.P.

Energy
2.14K
+ 1.46%
$31.75 - $34.14 $68K - $73.1K
149K $5.09M
IAK
Ishares Tr

ETFs
2.29K
+ 15.62%
$121.85 - $137.9 $279K - $316K
17K $2.34M
C
Citigroup Inc

Financial Services
6.06K
+ 8.64%
$67.23 - $84.63 $407K - $513K
76.2K $5.41M
TRGP
Targa Resources Corp.

Energy
1.33K
+ 14.4%
$178.44 - $217.22 $237K - $288K
10.5K $2.11M
EBAY
Ebay Inc

Consumer Cyclical
5.17K
+ 25.4%
$61.61 - $70.93 $318K - $366K
25.5K $1.73M
ING
Ing Groep Nv

Financial Services
6.9K
+ 8.22%
$15.51 - $20.74 $107K - $143K
90.8K $1.78M
COF
Capital One Financial Corp

Financial Services
2.26K
+ 3.99%
$163.87 - $209.82 $370K - $473K
58.8K $10.5M
XSMO
Invesco S&P Smallcap Momentum

ETFs
9.48K
+ 23.46%
$59.97 - $70.03 $569K - $664K
49.9K $3.13M
VICI
Vici Properties Inc.

Real Estate
6.6K
+ 9.45%
$28.21 - $32.68 $186K - $216K
76.5K $2.5M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.92K
+ 81.0%
$111.19 - $129.47 $324K - $378K
6.52K $843K
ADI
Analog Devices Inc

Technology
3.43K
+ 15.14%
$201.56 - $243.82 $690K - $835K
26.1K $5.25M
CSGP
Costar Group, Inc.

Real Estate
4.02K
+ 24.06%
$69.29 - $80.37 $279K - $323K
20.7K $1.64M
FTNT
Fortinet, Inc.

Technology
4.38K
+ 30.73%
$92.49 - $114.57 $405K - $501K
18.6K $1.79M
CDW
Cdw Corp

Technology
3.27K
+ 51.63%
$160.26 - $206.13 $524K - $674K
9.6K $1.54M
SJM
J M Smucker CO

Consumer Defensive
2.48K
+ 14.82%
$100.41 - $118.41 $249K - $294K
19.2K $2.27M
SECT
Sector 10, Inc.

ETFs
18K
+ 13.94%
$50.98 - $57.8 $917K - $1.04M
147K $7.51M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
5.03K
+ 12.27%
$74.87 - $79.99 $377K - $403K
46.1K $3.54M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
15.2K
+ 96.36%
$29.68 - $32.59 $450K - $494K
30.9K $922K
NUE
Nucor Corp

Basic Materials
2.93K
+ 16.42%
$114.48 - $142.52 $336K - $418K
20.8K $2.5M
BP
Bp PLC

Energy
964
+ 1.06%
$29.93 - $35.31 $28.9K - $34K
91.6K $3.1M
ACGL
Arch Capital Group Ltd.

Financial Services
3.38K
+ 14.72%
$88.13 - $96.94 $298K - $328K
26.4K $2.53M
AIG
American International Group, Inc.

Financial Services
2.21K
+ 14.57%
$70.5 - $86.94 $155K - $192K
17.3K $1.51M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
13.4K
+ 23.59%
$9.49 - $14.83 $127K - $199K
70.3K $958K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.1K
+ 50.76%
$24.39 - $35.22 $272K - $393K
33.1K $982K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5.48K
+ 1.79%
$90.0 - $96.32 $494K - $528K
311K $28.7M
NEM
Newmont Corp

Basic Materials
4.66K
+ 29.15%
$37.79 - $48.39 $176K - $225K
20.6K $996K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.53K
+ 11.84%
$46.15 - $63.53 $117K - $161K
23.9K $1.47M
PRF
Invesco Exchange Traded Fd Tr

ETFs
9.53K
+ 4.53%
$39.4 - $42.61 $376K - $406K
220K $8.88M
SJNK
Spdr Bloomberg Short Term High

ETFs
15.8K
+ 104.42%
$25.08 - $25.64 $396K - $404K
30.9K $777K
COIN
Coinbase Global, Inc.

Technology
3.78K
+ 110.23%
$172.23 - $301.3 $651K - $1.14M
7.21K $1.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5.37K
+ 26.14%
$101.98 - $115.66 $547K - $621K
25.9K $2.65M
KE
Kimball Electronics, Inc.

Industrials
28.5K
+ 81.79%
$16.11 - $19.51 $459K - $556K
63.4K $1.04M
PSA
Public Storage

Real Estate
1.31K
+ 13.09%
$288.99 - $313.98 $377K - $410K
11.3K $3.37M
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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