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
CPNG
Coupang, Inc.

Consumer Cyclical
11.2K
+ 43.81%
$19.76 - $30.81 $221K - $345K
36.8K $1.1M
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
10K
+ 13.57%
$27.79 - $34.16 $279K - $343K
84K $2.86M
MDLZ
Mondelez International, Inc.

Consumer Defensive
8.52K
+ 8.69%
$63.54 - $68.5 $541K - $584K
107K $7.18M
BNDX
Vanguard Total International B

ETFs
8.31K
+ 4.75%
$48.77 - $49.55 $405K - $412K
183K $9.08M
VEEV
Veeva Systems Inc

Healthcare
109
+ 1.23%
$209.39 - $289.94 $22.8K - $31.6K
9.01K $2.59M
FSK
Fs Kkr Capital Corp

Financial Services
29.6K
+ 7.23%
$17.95 - $21.5 $531K - $636K
439K $9.1M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
890
+ 1.08%
$65.41 - $79.66 $58.2K - $70.9K
83.2K $6.63M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14K
+ 5.14%
$27.29 - $29.28 $383K - $411K
287K $8.41M
AZO
Autozone Inc

Consumer Cyclical
210
+ 8.29%
$3478.38 - $3880.15 $730K - $815K
2.74K $10.2M
ET
Energy Transfer LP

Energy
33.8K
+ 17.74%
$15.65 - $18.93 $529K - $639K
224K $4.06M
PFIX
Simplify ETF Simplify Int Rate

ETFs
8.72K
+ 62.71%
$45.32 - $62.42 $395K - $544K
22.6K $1.2M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
8.51K
+ 2.95%
$59.8 - $60.07 $509K - $511K
296K $17.7M
CAH
Cardinal Health Inc

Healthcare
1.37K
+ 14.64%
$125.0 - $168.0 $171K - $230K
10.7K $1.8M
IQDY
Flexshares International Quali

ETFs
3.79K
+ 3.22%
$25.6 - $32.45 $96.9K - $123K
121K $3.93M
DG
Dollar General Corp

Consumer Defensive
1.92K
+ 18.22%
$86.02 - $114.95 $166K - $221K
12.5K $1.43M
FNDA
Schwab Fundamental U S Small C

ETFs
14.9K
+ 25.5%
$23.85 - $28.69 $354K - $426K
73.1K $2.1M
AGZ
Ishares Agency Bond ETF

ETFs
4.46K
+ 15.45%
$108.32 - $109.92 $483K - $490K
33.3K $3.66M
PEAK
Healthpeak Properties, Inc.

Real Estate
25.9K
+ 36.78%
N/A
96.5K $1.83M
ILCV
Ishares Morningstar Value ETF

ETFs
2.8K
+ 2.1%
$72.16 - $83.39 $202K - $233K
136K $11.3M
FNDX
Schwab Fundamental U S Large C

ETFs
19.1K
+ 74.75%
$20.84 - $24.54 $398K - $469K
44.7K $1.1M
EWY
Ishares Inc Msci South Korea E

ETFs
917
+ 3.83%
$48.92 - $72.65 $44.9K - $66.6K
24.9K $1.78M
CMBS
Ishares Cmbs ETF

ETFs
9.47K
+ 25.17%
$47.54 - $48.72 $450K - $461K
47.1K $2.29M
MCK
Mckesson Corp

Healthcare
320
+ 7.55%
$652.83 - $732.78 $209K - $234K
4.56K $3.34M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23
+ 0.01%
$29.12 - $35.84 $670 - $824
170K $6.1M
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
15.8K
+ 77.22%
$22.98 - $27.84 $363K - $440K
36.2K $1.01M
HSBC
Hsbc Holdings PLC

Financial Services
7.07K
+ 44.87%
$46.68 - $61.09 $330K - $432K
22.8K $1.39M
IGRO
Ishares Tr International Divid

ETFs
2.86K
+ 7.2%
$66.32 - $80.17 $190K - $230K
42.6K $3.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.62K
+ 1.98%
$85.42 - $94.39 $394K - $436K
238K $22.3M
LEN
Lennar Corp

Consumer Cyclical
4.55K
+ 85.13%
$102.76 - $115.66 $468K - $526K
9.9K $1.09M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.71K
+ 16.08%
$186.58 - $225.78 $319K - $386K
12.3K $2.69M
GDMN
Wisdomtree Tr Efficient Gold P
7.78K
+ 61.75%
$37.63 - $54.59 $293K - $425K
20.4K $1.03M
URA
Global X Uranium ETF

ETFs
1.69K
+ 6.52%
$20.26 - $38.81 $34.2K - $65.5K
27.6K $1.07M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.1K
+ 50.49%
$35.3 - $37.51 $428K - $454K
36.1K $1.35M
UPS
United Parcel Service Inc

Industrials
12K
+ 14.62%
$91.92 - $110.2 $1.11M - $1.33M
94.4K $9.52M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.7K
+ 41.57%
$24.14 - $25.43 $475K - $500K
67K $1.66M
RY
Royal Bank Of Canada

Financial Services
2.04K
+ 19.57%
$108.36 - $131.55 $221K - $269K
12.5K $1.64M
BOTZ
Global X Fds

ETFs
671
+ 0.64%
$24.51 - $32.65 $16.4K - $21.9K
106K $3.47M
ADSK
Autodesk, Inc.

Technology
1.87K
+ 35.64%
N/A
7.13K $1.75M
FSLR
First Solar, Inc.

Technology
1.44K
+ 25.26%
$120.38 - $192.98 $173K - $278K
7.15K $1.18M
NVT
N Vent Electric PLC

Industrials
3.07K
+ 27.25%
$45.2 - $73.35 $139K - $225K
14.3K $1.05M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.43K
+ 9.35%
$34.78 - $43.42 $224K - $279K
75.2K $3.26M
RBLX
Roblox Corp

Communication Services
1.18K
+ 16.71%
$51.22 - $105.59 $60.3K - $124K
8.23K $865K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
8.84K
+ 13.81%
$50.1 - $51.02 $443K - $451K
72.8K $3.71M
FJP
First Trust Japan Alphadex Fun

ETFs
5.68K
+ 25.75%
$47.79 - $60.17 $271K - $342K
27.7K $1.66M
MNST
Monster Beverage Corp

Consumer Defensive
2.87K
+ 4.45%
$55.01 - $64.24 $158K - $184K
67.3K $4.22M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
7.96K
+ 9.98%
$49.73 - $51.44 $396K - $409K
87.7K $4.51M
MMM
3 M CO

Industrials
1.45K
+ 3.64%
$126.09 - $154.15 $183K - $223K
41.3K $6.28M
RAAX
Vaneck ETF Trust Inflation All

ETFs
13.3K
+ 40.06%
$27.19 - $31.82 $362K - $424K
46.6K $1.45M
DAL
Delta Air Lines, Inc.

Industrials
5.28K
+ 17.07%
$35.88 - $52.99 $190K - $280K
36.2K $1.78M
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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