Avantax Advisory Services, Inc. New Holdings in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
187K
New
$23.17 - $24.25 $4.32M - $4.53M
187K $4.53M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
116K
New
$34.58 - $38.65 $4.01M - $4.48M
116K $4.08M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
107K
New
$31.25 - $34.24 $3.36M - $3.68M
107K $3.67M
PKB
Invesco Exchange Traded Fd Tr

ETFs
44.3K
New
$66.66 - $82.75 $2.95M - $3.66M
44.3K $2.98M
PECO
Phillips Edison & Company, Inc.

Real Estate
74.1K
New
$34.43 - $37.49 $2.55M - $2.78M
74.1K $2.71M
RECS
Columbia ETF Tr I

ETFs
80.8K
New
$32.64 - $36.08 $2.64M - $2.92M
80.8K $2.68M
CMBS
Ishares Cmbs ETF

ETFs
37.6K
New
$47.16 - $48.21 $1.77M - $1.81M
37.6K $1.81M
IDU
Ishares Tr U S Utils ETF

ETFs
17.3K
New
$95.33 - $102.77 $1.65M - $1.78M
17.3K $1.75M
USMC
Principal ETF U S Mega Cap

ETFs
28.2K
New
$55.72 - $63.13 $1.57M - $1.78M
28.2K $1.6M
GMAB
Genmab A/S

Healthcare
72.4K
New
$18.69 - $24.14 $1.35M - $1.75M
72.4K $1.42M
URTH
Ishares Msci World ETF

ETFs
7.19K
New
$151.24 - $164.09 $1.09M - $1.18M
7.19K $1.1M
ATRO
Astronics Corp

Industrials
43.2K
New
$15.6 - $26.5 $673K - $1.14M
43.2K $1.04M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
8.27K
New
$110.12 - $124.59 $911K - $1.03M
8.27K $1.03M
EL
Estee Lauder Companies Inc

Consumer Defensive
12.1K
New
$64.26 - $85.48 $780K - $1.04M
12.1K $801K
RINF
Proshares Trust Inflation Expe

ETFs
21.5K
New
$32.51 - $33.51 $700K - $721K
21.5K $704K
PFIX
Simplify ETF Simplify Int Rate

ETFs
13.9K
New
$44.43 - $57.11 $618K - $794K
13.9K $673K
FSMO
Fidelity Covington Tr

ETFs
25.4K
New
N/A
25.4K $668K
JPRE
J P Morgan Exchange Traded Fd

ETFs
13.7K
New
$45.34 - $49.96 $623K - $686K
13.7K $661K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
11.6K
New
$47.66 - $57.45 $553K - $666K
11.6K $630K
ITM
Vaneck Intermediate Muni ETF

ETFs
13.8K
New
$45.21 - $46.67 $624K - $644K
13.8K $627K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
11.7K
New
$47.59 - $48.35 $555K - $563K
11.7K $563K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
8.74K
New
$58.04 - $65.84 $507K - $575K
8.74K $556K
EXEL
Exelixis, Inc.

Healthcare
14.9K
New
$32.38 - $39.16 $483K - $584K
14.9K $550K
GDMN
Wisdomtree Tr Efficient Gold P
12.6K
New
$28.97 - $43.56 $365K - $549K
12.6K $548K
DUHP
Dimensional ETF Tr Dimensional

ETFs
15.8K
New
$32.57 - $35.82 $516K - $567K
15.8K $524K
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.6K
New
$34.08 - $35.99 $499K - $527K
14.6K $502K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
13K
New
$34.34 - $38.51 $447K - $502K
13K $499K
OPCH
Option Care Health, Inc.

Healthcare
14.1K
New
$22.7 - $35.2 $321K - $497K
14.1K $493K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
15.2K
New
$29.2 - $32.92 $444K - $501K
15.2K $469K
VEGI
Ishares Inc Msci Global Agricu

ETFs
11.7K
New
$35.02 - $38.62 $408K - $450K
11.7K $432K
GDV
Gabelli Dividend & Income Trust

Financial Services
17.3K
New
$23.47 - $25.3 $407K - $439K
17.3K $418K
FSTA
Fidelity Covington Tr Msci Con

ETFs
7.89K
New
$48.3 - $52.85 $381K - $417K
7.89K $403K
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
27K
New
$14.59 - $23.31 $394K - $630K
27K $394K
AOA
Ishares Tr Core Aggressive All

ETFs
5.14K
New
$75.7 - $80.01 $389K - $411K
5.14K $393K
IOT
Samsara Inc.

Technology
9.31K
New
$34.06 - $60.96 $317K - $568K
9.31K $357K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
17.2K
New
$19.8 - $19.97 $341K - $344K
17.2K $342K
COOP
Mr. Cooper Group Inc.

Financial Services
2.62K
New
$91.4 - $119.6 $239K - $313K
2.62K $313K
TBUX
T Rowe Price Exchange Traded F

ETFs
6.24K
New
$49.57 - $49.82 $309K - $311K
6.24K $309K
IRBO
Ishares Robotics & Artificial

ETFs
9.33K
New
N/A
9.33K $299K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
21.7K
New
$13.34 - $13.81 $290K - $300K
21.7K $296K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
10.9K
New
$25.44 - $27.95 $276K - $304K
10.9K $293K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.83K
New
$101.13 - $119.79 $286K - $339K
2.83K $291K
NSA
National Storage Affiliates Trust

Real Estate
7.29K
New
$35.92 - $39.59 $262K - $289K
7.29K $287K
VNT
Vontier Corp

Technology
8.68K
New
$32.1 - $40.32 $278K - $350K
8.68K $285K
TRMB
Trimble Inc.

Technology
4.31K
New
$65.52 - $77.49 $282K - $334K
4.31K $282K
ONON
On Holding Ag

Consumer Cyclical
6.42K
New
$43.92 - $63.62 $282K - $408K
6.42K $281K
BB
Blackberry LTD

Technology
74.7K
New
$3.68 - $6.07 $275K - $453K
74.7K $281K
ALGM
Allegro Microsystems, Inc.

Technology
11.1K
New
$21.77 - $28.31 $241K - $313K
11.1K $277K
CION
Cion Investment Corp

Financial Services
26.1K
New
$10.35 - $12.55 $271K - $328K
26.1K $270K
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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