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
FSS
Federal Signal Corp

Industrials
2.73K
New
$69.23 - $106.42 $189K - $291K
2.73K $290K
STM
St Microelectronics N.V.

Technology
9.55K
New
$17.78 - $30.41 $170K - $291K
9.55K $290K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.28K
New
$101.91 - $134.83 $233K - $308K
2.28K $287K
SR
Spire Inc

Utilities
3.83K
New
$71.03 - $79.07 $272K - $303K
3.83K $279K
GTLB
Gitlab Inc.

Technology
6.21K
New
$40.52 - $53.43 $251K - $332K
6.21K $279K
BLOK
Amplify ETF Tr Trnsformational

ETFs
4.87K
New
$32.56 - $57.11 $159K - $278K
4.87K $278K
NICE
Nice Ltd.

Technology
1.65K
New
$141.3 - $178.32 $233K - $294K
1.65K $278K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
6.67K
New
$36.36 - $41.4 $243K - $276K
6.67K $276K
PODD
Insulet Corp

Healthcare
880
New
$238.57 - $327.47 $210K - $288K
880 $276K
FDM
First Trust Dow Jones Select M

ETFs
3.84K
New
$55.48 - $71.63 $213K - $275K
3.84K $274K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
2.86K
New
$71.62 - $94.66 $205K - $271K
2.86K $271K
UPST
Upstart Holdings, Inc.

Financial Services
4.17K
New
$34.8 - $64.85 $145K - $270K
4.17K $269K
APG
A Pi Group Corp

Industrials
5.2K
New
$32.2 - $51.23 $167K - $266K
5.2K $265K
MOS
Mosaic CO

Basic Materials
7.21K
New
$22.76 - $36.95 $164K - $267K
7.21K $263K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
5.2K
New
$49.54 - $50.53 $258K - $263K
5.2K $262K
THO
Thor Industries Inc

Consumer Cyclical
2.94K
New
$64.83 - $89.72 $191K - $264K
2.94K $261K
IFGL
Ishares International Develope

ETFs
11.5K
New
$18.5 - $22.72 $213K - $261K
11.5K $261K
WAL
Western Alliance Bancorporation

Financial Services
3.32K
New
$61.0 - $79.94 $203K - $266K
3.32K $259K
ITRI
Itron, Inc.

Technology
1.96K
New
$92.04 - $132.78 $181K - $261K
1.96K $258K
JHX
James Hardie Industries PLC

Basic Materials
9.58K
New
$20.27 - $27.59 $194K - $264K
9.58K $257K
WINA
Winmark Corp

Consumer Cyclical
678
New
$318.43 - $450.34 $216K - $305K
678 $256K
AI
C3.Ai, Inc.

Technology
10.4K
New
$18.24 - $27.8 $190K - $289K
10.4K $255K
ATI
Allegheny Technologies Inc

Industrials
2.94K
New
$41.97 - $86.8 $124K - $256K
2.94K $254K
KRG
Kite Realty Group Trust

Real Estate
11.2K
New
$19.53 - $23.3 $219K - $262K
11.2K $254K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
10.6K
New
$23.36 - $24.11 $247K - $255K
10.6K $252K
SKOR
Flexshares Tr Credit Scored Us

ETFs
5.13K
New
$47.3 - $48.78 $242K - $250K
5.13K $250K
MYRG
Myr Group Inc.

Industrials
1.35K
New
$101.85 - $182.61 $137K - $246K
1.35K $244K
WIX
Wix.Com Ltd.

Technology
1.54K
New
$146.5 - $189.61 $226K - $292K
1.54K $244K
CHWY
Chewy, Inc.

Consumer Cyclical
5.69K
New
$31.21 - $48.21 $178K - $274K
5.69K $242K
SPEU
Spdr Index Shs Fds Spdr Portfo

ETFs
4.95K
New
$39.44 - $49.12 $195K - $243K
4.95K $240K
PPC
Pilgrims Pride Corp

Consumer Defensive
5.32K
New
$44.55 - $56.26 $237K - $299K
5.32K $239K
PWV
Invesco Exchange Traded Fd Tr

ETFs
3.84K
New
$52.26 - $62.14 $201K - $239K
3.84K $238K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
7.25K
New
$24.46 - $33.16 $177K - $240K
7.25K $236K
FYX
First Tr Small Cap Core Alphad

ETFs
2.43K
New
$79.22 - $97.28 $192K - $236K
2.43K $236K
IESC
Ies Holdings, Inc.

Industrials
798
New
$160.58 - $296.23 $128K - $236K
798 $236K
NNN
National Retail Properties, Inc.

Real Estate
5.4K
New
$37.56 - $43.42 $203K - $234K
5.4K $233K
PCOR
Procore Technologies, Inc.

Technology
3.32K
New
$56.26 - $72.4 $187K - $241K
3.32K $227K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
10.2K
New
$22.18 - $23.36 $225K - $237K
10.2K $227K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
3.38K
New
$48.48 - $67.3 $164K - $228K
3.38K $227K
SITM
Sitime Corp

Technology
1.07K
New
$116.79 - $241.6 $124K - $257K
1.07K $226K
BEN
Franklin Resources Inc

Financial Services
9.35K
New
$16.66 - $23.85 $156K - $223K
9.35K $222K
BAR
Granite Shares Gold Trust

ETFs
6.78K
New
$29.34 - $33.87 $199K - $230K
6.78K $221K
APA
Apa Corp

Energy
12.1K
New
$14.03 - $21.24 $169K - $256K
12.1K $220K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
5.4K
New
$33.42 - $40.68 $181K - $220K
5.4K $219K
FIVE
Five Below, Inc

Consumer Cyclical
1.68K
New
$55.75 - $131.18 $93.4K - $220K
1.68K $219K
WTM
White Mountains Insurance Group LTD

Financial Services
121
New
$1699.35 - $1901.99 $206K - $230K
121 $217K
LOGI
Logitech International S.A.

Technology
2.41K
New
$65.57 - $90.16 $158K - $217K
2.41K $216K
TCHP
T Rowe Price Exchange Traded F

Technology
4.78K
New
$34.07 - $45.35 $163K - $217K
4.78K $216K
LITE
Lumentum Holdings Inc.

Technology
2.28K
New
$49.56 - $95.06 $113K - $217K
2.28K $216K
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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