Avantax Advisory Services, Inc. New Holdings in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UMI
Uscf ETF Tr Uscf Midstream Ene

ETFs
118K
New
$45.25 - $53.68 $5.34M - $6.33M
118K $5.86M
BWX
Spdr Bloomberg International T

ETFs
202K
New
$21.39 - $23.3 $4.31M - $4.7M
202K $4.31M
MBLY
Mobileye Global Inc.
163K
New
$12.07 - $20.07 $1.96M - $3.26M
163K $3.24M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
125K
New
$22.28 - $22.66 $2.78M - $2.83M
125K $2.8M
VTWG
Vanguard Russell 2000 Growth E

ETFs
12.3K
New
$202.91 - $229.76 $2.49M - $2.82M
12.3K $2.58M
IEUS
Ishares Msci Europe Small Cap

ETFs
44.7K
New
$52.94 - $59.96 $2.37M - $2.68M
44.7K $2.4M
CFLT
Confluent, Inc.

Technology
73K
New
$18.9 - $33.66 $1.38M - $2.46M
73K $2.04M
RWR
Spdr Dow Jones Reit ETF

ETFs
16.3K
New
$97.84 - $108.61 $1.6M - $1.77M
16.3K $1.61M
JMEE
J P Morgan Exchange Traded Fd

ETFs
23.4K
New
$60.1 - $66.4 $1.41M - $1.55M
23.4K $1.41M
FXI
Ishares Tr

ETFs
43.7K
New
$29.52 - $36.69 $1.29M - $1.6M
43.7K $1.33M
RGTI
Rigetti Computing, Inc.

Technology
75.3K
New
$0.74 - $17.08 $55.7K - $1.29M
75.3K $1.16M
ESTC
Elastic N.V.

Technology
10.1K
New
$75.01 - $116.22 $760K - $1.18M
10.1K $1M
HELE
Helen Of Troy LTD

Consumer Defensive
13.4K
New
$59.46 - $73.79 $798K - $991K
13.4K $803K
ELS
Equity Lifestyle Properties Inc

Real Estate
11.6K
New
$66.06 - $72.51 $768K - $843K
11.6K $774K
QUBT
Quantum Computing Inc.

Technology
42.8K
New
$0.64 - $21.61 $27.4K - $925K
42.8K $747K
APLE
Apple Hospitality Reit, Inc.

Real Estate
44.2K
New
$14.68 - $16.32 $649K - $722K
44.2K $678K
QBTS
D Wave Quantum Inc.

Technology
80.7K
New
$0.89 - $9.91 $71.9K - $800K
80.7K $676K
ARMK
Aramark

Industrials
17.4K
New
$37.25 - $42.22 $649K - $736K
17.4K $650K
VCTR
Victory Capital Holdings, Inc.

Financial Services
9.7K
New
$54.76 - $72.24 $531K - $701K
9.7K $634K
STNE
Stone Co Ltd.

Technology
73.7K
New
$7.88 - $11.59 $581K - $854K
73.7K $587K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
20K
New
$26.5 - $28.18 $530K - $563K
20K $552K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
10.4K
New
$49.93 - $50.24 $520K - $523K
10.4K $519K
MTDR
Matador Resources CO

Energy
9.16K
New
$50.33 - $60.91 $461K - $558K
9.16K $515K
MTZ
Mastec Inc

Industrials
3.6K
New
$119.94 - $147.94 $432K - $533K
3.6K $490K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
16.3K
New
$30.04 - $33.26 $489K - $541K
16.3K $489K
MRNA
Moderna, Inc.

Healthcare
11.6K
New
$36.85 - $63.93 $428K - $743K
11.6K $483K
VRIG
Invesco Actively Managed ETF F

ETFs
17.5K
New
$25.06 - $25.2 $439K - $441K
17.5K $440K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
9.36K
New
$41.66 - $43.47 $390K - $407K
9.36K $398K
VIST
Vista Energy, S.A.B. De C.V.

Energy
7.32K
New
$45.39 - $58.41 $332K - $428K
7.32K $396K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
38.6K
New
$9.94 - $11.39 $383K - $439K
38.6K $386K
PALC
Pacer Fds Tr Lunt Large Cap Mu

Technology
7.61K
New
$48.96 - $52.85 $372K - $402K
7.61K $374K
CRDO
Credo Technology Group Holding LTD

Technology
5.44K
New
$30.16 - $77.25 $164K - $420K
5.44K $366K
USMF
Wisdomtree Tr Us Multifactor F

ETFs
7.32K
New
$48.43 - $52.86 $355K - $387K
7.32K $363K
DMRC
Digimarc Corp

Technology
9.64K
New
$26.18 - $38.77 $252K - $374K
9.64K $360K
SQM
Chemical & Mining CO Of Chile Inc

Basic Materials
9.43K
New
$36.36 - $43.93 $343K - $414K
9.43K $342K
AFRM
Affirm Holdings, Inc.

Technology
5.59K
New
$38.48 - $72.86 $215K - $407K
5.59K $340K
HYHG
Proshares High Yield Interest

ETFs
5.1K
New
$64.27 - $65.97 $328K - $337K
5.1K $334K
FOXA
Fox Corp

Communication Services
6.58K
New
$41.35 - $49.99 $272K - $329K
6.58K $319K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
8.01K
New
$35.42 - $41.87 $284K - $335K
8.01K $318K
FNDB
Schwab Fundamental U S Broad M

ETFs
13.3K
New
$23.07 - $70.32 $306K - $934K
13.3K $308K
MNA
Iq Merger Arbitrage ETF

ETFs
9.25K
New
$32.6 - $33.04 $301K - $306K
9.25K $304K
AVT
Avnet Inc

Technology
5.74K
New
$52.09 - $57.69 $299K - $331K
5.74K $300K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
13.2K
New
$22.43 - $23.09 $297K - $305K
13.2K $296K
OMF
One Main Holdings, Inc.

Financial Services
5.64K
New
$45.27 - $57.43 $255K - $324K
5.64K $294K
CORT
Corcept Therapeutics Inc

Healthcare
5.82K
New
$44.66 - $60.85 $260K - $354K
5.82K $293K
UEC
Uranium Energy Corp

Energy
43.5K
New
$6.55 - $8.6 $285K - $374K
43.5K $291K
YOU
Clear Secure, Inc.

Technology
10.8K
New
$25.61 - $38.45 $277K - $416K
10.8K $288K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
7.34K
New
$28.38 - $39.27 $208K - $288K
7.34K $284K
RKLB
Rocket Lab Usa, Inc.

Industrials
11.1K
New
$9.23 - $28.44 $103K - $316K
11.1K $283K
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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