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
TAK
Takeda Pharmaceutical CO LTD

Healthcare
23.7K
+ 20.7%
$13.71 - $15.46 $324K - $366K
138K $2.13M
WING
Wingstop Inc.

Consumer Cyclical
101
+ 2.81%
$210.24 - $381.46 $21.2K - $38.5K
3.69K $1.24M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
6.2K
+ 49.78%
$56.84 - $65.5 $353K - $406K
18.7K $1.22M
UBS
Ubs Group Ag

Financial Services
8.06K
+ 16.39%
$26.12 - $33.82 $211K - $273K
57.2K $1.94M
ITW
Illinois Tool Works Inc

Industrials
1.79K
+ 10.01%
$218.41 - $252.43 $391K - $452K
19.7K $4.87M
PJUN
Innovator U.S. Equity Power Bu

ETFs
9.95K
+ 89.07%
$34.48 - $39.76 $343K - $395K
21.1K $839K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
19.7K
+ 27.96%
$11.9 - $15.57 $234K - $306K
90K $1.38M
MLM
Martin Marietta Materials Inc

Basic Materials
579
+ 38.47%
$452.51 - $568.19 $262K - $329K
2.08K $1.14M
WM
Waste Management Inc

Industrials
3.05K
+ 3.0%
$216.47 - $242.1 $660K - $739K
105K $24M
HPQ
Hp Inc

Technology
24.9K
+ 43.34%
$21.88 - $29.32 $544K - $729K
82.2K $2.01M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.42K
+ 86.11%
$105.2 - $141.69 $255K - $343K
5.24K $742K
TTWO
Take Two Interactive Software Inc

Communication Services
1.15K
+ 31.17%
$194.58 - $243.05 $224K - $280K
4.85K $1.18M
STT
State Street Corp

Financial Services
2K
+ 17.0%
$75.33 - $106.34 $151K - $213K
13.8K $1.47M
KEYS
Keysight Technologies, Inc.

Technology
1.93K
+ 29.62%
$127.02 - $165.4 $245K - $318K
8.42K $1.38M
ON
On Semiconductor Corp

Technology
5.5K
+ 54.83%
$31.95 - $54.21 $176K - $298K
15.5K $813K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.45K
+ 28.34%
$34.72 - $42.74 $258K - $318K
33.7K $1.44M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
9.83K
+ 20.3%
$45.9 - $48.26 $451K - $474K
58.2K $2.72M
NU
Nu Holdings Ltd.

Financial Services
8.22K
+ 9.91%
$9.6 - $13.72 $79K - $113K
91.2K $1.25M
ROP
Roper Technologies Inc

Industrials
879
+ 20.45%
$519.19 - $590.78 $456K - $519K
5.18K $2.93M
CTSH
Cognizant Technology Solutions Corp

Technology
4.39K
+ 12.8%
$66.47 - $81.81 $292K - $359K
38.7K $3.02M
FFIV
F5, Inc.

Technology
1.26K
+ 155.93%
$239.25 - $295.9 $302K - $374K
2.07K $610K
HBAN
Huntington Bancshares Inc

Financial Services
19.9K
+ 59.2%
$12.49 - $16.76 $249K - $334K
53.6K $899K
DAR
Darling Ingredients Inc.

Consumer Defensive
3.33K
+ 8.43%
$27.63 - $38.64 $92K - $129K
42.8K $1.62M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.63K
+ 3.24%
$116.93 - $119.39 $308K - $314K
83.9K $9.99M
XLRE
Select Sector Spdr Tr Real Est

ETFs
11.1K
+ 6.94%
$37.08 - $42.26 $412K - $470K
171K $7.09M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
4.8K
+ 96.12%
$67.03 - $80.35 $322K - $386K
9.8K $781K
HYG
Ishares Tr

ETFs
3.37K
+ 5.16%
$75.75 - $80.65 $255K - $271K
68.6K $5.53M
FRT
Federal Realty Investment Trust

Real Estate
4.72K
+ 21.04%
$83.56 - $99.08 $394K - $467K
27.1K $2.58M
VTWG
Vanguard Russell 2000 Growth E

ETFs
174
+ 1.12%
$163.6 - $208.47 $28.5K - $36.3K
15.8K $3.29M
TD
Toronto Dominion Bank

Financial Services
3.62K
+ 43.04%
$55.71 - $73.45 $202K - $266K
12K $884K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
8.94K
+ 17.27%
$43.63 - $45.4 $390K - $406K
60.7K $2.71M
PEG
Public Service Enterprise Group Inc

Utilities
2.43K
+ 2.63%
$77.13 - $84.18 $187K - $204K
94.7K $7.97M
LPLA
Lpl Financial Holdings Inc.

Financial Services
708
+ 30.26%
$283.31 - $388.96 $201K - $275K
3.05K $1.14M
SWKS
Skyworks Solutions, Inc.

Technology
3.95K
+ 47.36%
$49.2 - $74.95 $194K - $296K
12.3K $915K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
5.28K
+ 45.51%
$48.22 - $60.41 $254K - $319K
16.9K $1.01M
PSA
Public Storage

Real Estate
1.51K
+ 13.36%
$266.31 - $309.77 $401K - $467K
12.8K $3.75M
EQH
Equitable Holdings, Inc.

Financial Services
5.03K
+ 21.72%
$43.98 - $56.1 $221K - $282K
28.2K $1.58M
XYL
Xylem Inc.

Industrials
2.66K
+ 87.37%
$102.86 - $129.5 $274K - $345K
5.71K $739K
BSCU
Invesco Exc Self Ind Tr

ETFs
21.4K
+ 37.01%
$16.31 - $16.78 $348K - $358K
79.1K $1.33M
TOST
Toast, Inc.

Technology
5.78K
+ 58.88%
$30.03 - $45.23 $174K - $262K
15.6K $691K
JPIE
J P Morgan Exchange Traded Fd
7.7K
+ 32.68%
$45.12 - $46.32 $347K - $357K
31.3K $1.45M
JPRE
J P Morgan Exchange Traded Fd

ETFs
7.77K
+ 56.56%
$42.75 - $48.79 $332K - $379K
21.5K $1.02M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.39K
+ 4.05%
$141.87 - $164.49 $197K - $228K
35.6K $5.86M
LAMR
Lamar Advertising CO

Real Estate
1.31K
+ 4.89%
$102.35 - $121.67 $134K - $160K
28.1K $3.41M
FNDF
Schwab Fundamental Intl Large

ETFs
3.08K
+ 5.04%
$32.25 - $40.02 $99.3K - $123K
64.2K $2.57M
CM
Canadian Imperial Bank Of Commerce

Financial Services
867
+ 4.22%
$54.6 - $70.83 $47.3K - $61.4K
21.4K $1.52M
CGCP
Capital Group Core Plus Income

ETFs
15.4K
+ 6.01%
$21.92 - $22.56 $338K - $347K
271K $6.11M
NSC
Norfolk Southern Corp

Industrials
160
+ 0.96%
$206.34 - $257.46 $33K - $41.2K
16.8K $4.29M
DFAI
Dimensional ETF Tr

ETFs
6.55K
+ 16.86%
$28.02 - $34.71 $184K - $227K
45.4K $1.57M
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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