Avantax Advisory Services, Inc. New Holdings in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
153K
New
$50.09 - $51.09 $7.68M - $7.83M
153K $7.83M
AGOX
Starboard Invt Tr

ETFs
75.4K
New
$23.19 - $29.58 $1.75M - $2.23M
75.4K $2.23M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
25.4K
New
$72.32 - $86.4 $1.83M - $2.19M
25.4K $2.19M
ACWI
Ishares Msci Acwi ETF

ETFs
16.4K
New
$103.59 - $128.6 $1.69M - $2.1M
16.4K $2.1M
ASTS
Ast Space Mobile, Inc.

Communication Services
28.5K
New
$20.07 - $51.83 $571K - $1.47M
28.5K $1.33M
GBIL
Goldman Sachs Access Treasury

ETFs
10.3K
New
$99.83 - $100.19 $1.03M - $1.03M
10.3K $1.03M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
30.7K
New
$26.38 - $32.66 $810K - $1M
30.7K $1M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
23.6K
New
$32.61 - $38.62 $769K - $911K
23.6K $898K
CR
Crane Holdings, Co.

Industrials
3.71K
New
$132.79 - $189.89 $493K - $705K
3.71K $705K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
83.9K
New
$6.66 - $8.12 $559K - $681K
83.9K $681K
CRF
Cornerstone Total Return Fund Inc

Financial Services
86.2K
New
$6.44 - $7.75 $555K - $668K
86.2K $667K
LEU
Centrus Energy Corp

Energy
3.4K
New
$54.43 - $208.81 $185K - $710K
3.4K $622K
EWBC
East West Bancorp Inc

Financial Services
6.15K
New
$71.03 - $101.75 $437K - $626K
6.15K $620K
WDC
Western Digital Corp

Technology
8.73K
New
$30.54 - $63.99 $266K - $558K
8.73K $558K
FTXO
First Tr ETF Vi Nasdaq Bk ETF

ETFs
15.6K
New
$25.92 - $33.03 $403K - $514K
15.6K $514K
S
Sentinel One, Inc.

Technology
27.7K
New
$16.17 - $20.34 $449K - $564K
27.7K $507K
EVR
Evercore Inc.

Financial Services
1.84K
New
$163.77 - $271.5 $302K - $500K
1.84K $497K
VKTX
Viking Therapeutics, Inc.

Healthcare
18.2K
New
$19.98 - $29.49 $364K - $538K
18.2K $483K
DBP
Invesco Db Precious Metals Fund

ETFs
6.42K
New
$66.62 - $77.53 $427K - $497K
6.42K $482K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
15.9K
New
$24.81 - $29.88 $396K - $477K
15.9K $476K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.45K
New
$224.32 - $326.09 $324K - $472K
1.45K $471K
CORT
Corcept Therapeutics Inc

Healthcare
6.36K
New
$62.24 - $91.93 $396K - $584K
6.36K $466K
HAS
Hasbro, Inc.

Consumer Cyclical
6.27K
New
$50.71 - $73.82 $318K - $463K
6.27K $462K
CIVI
Civitas Resources, Inc.

Energy
16.5K
New
$24.28 - $35.09 $400K - $577K
16.5K $452K
TDW
Tidewater Inc

Energy
9.48K
New
$32.27 - $48.26 $306K - $458K
9.48K $437K
RL
Ralph Lauren Corp

Consumer Cyclical
1.51K
New
$182.34 - $286.22 $275K - $431K
1.51K $413K
ZETA
Zeta Global Holdings Corp.

Technology
25.9K
New
$11.02 - $16.81 $285K - $435K
25.9K $400K
PKI
Perkinelmer Inc

Healthcare
3.12K
New
N/A
3.12K $377K
EPI
Wisdomtree Tr India Earnings F

ETFs
7.94K
New
$41.3 - $47.52 $328K - $377K
7.94K $376K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
3.38K
New
$66.89 - $111.18 $226K - $375K
3.38K $375K
OZK
Bank Ozk

Financial Services
7.88K
New
$37.58 - $47.34 $296K - $373K
7.88K $370K
RGEN
Repligen Corp

Healthcare
2.95K
New
$108.89 - $145.23 $321K - $428K
2.95K $366K
FLMI
Franklin Dynamic Municipal Bon

ETFs
14.9K
New
$23.57 - $24.6 $352K - $367K
14.9K $361K
CIEN
Ciena Corp

Technology
4.35K
New
$53.5 - $83.89 $233K - $365K
4.35K $354K
W
Wayfair Inc.

Consumer Cyclical
6.84K
New
$24.14 - $51.22 $165K - $351K
6.84K $350K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
15.9K
New
$21.27 - $26.73 $338K - $425K
15.9K $348K
HYGI
Ishare U S ETF Tr Infltn Hdgd
12.7K
New
$25.74 - $27.39 $326K - $347K
12.7K $347K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.44K
New
$67.22 - $100.51 $231K - $345K
3.44K $340K
CG
Carlyle Group Inc.

Financial Services
6.63K
New
$34.78 - $51.4 $230K - $341K
6.63K $340K
PSIX
Power Solutions International, Inc.

Industrials
5.25K
New
$18.7 - $68.01 $98.2K - $357K
5.25K $339K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
3.4K
New
$89.58 - $95.01 $304K - $323K
3.4K $322K
MTCH
Match Group, Inc.

Communication Services
10.4K
New
$27.03 - $31.93 $280K - $331K
10.4K $319K
EFAS
Global X Fds Msci Superdividen

ETFs
17.3K
New
$14.26 - $18.2 $247K - $315K
17.3K $315K
BIIB
Biogen Inc.

Healthcare
2.5K
New
$113.38 - $135.49 $283K - $338K
2.5K $313K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
12.5K
New
$17.61 - $24.82 $219K - $309K
12.5K $309K
NUDM
Nuveen Esg International Devel

ETFs
8.59K
New
$28.66 - $35.49 $246K - $305K
8.59K $305K
SLM
Slm Corp

Financial Services
9.21K
New
$24.84 - $34.36 $229K - $317K
9.21K $302K
SAH
Sonic Automotive Inc

Consumer Cyclical
3.67K
New
$56.16 - $81.86 $206K - $300K
3.67K $293K
PTC
Ptc Inc.

Technology
1.69K
New
$136.74 - $173.24 $232K - $293K
1.69K $291K
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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