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
MC
Moelis & CO

Financial Services
3.45K
New
$48.86 - $62.99 $169K - $217K
3.45K $215K
PBUS
Invesco ETF Tr Ii Purebeta Msc

ETFs
3.46K
New
$49.79 - $62.18 $172K - $215K
3.46K $214K
DFIC
Dimensional ETF Tr Dimensional

ETFs
6.86K
New
$24.94 - $31.15 $171K - $214K
6.86K $213K
JPIN
Jp Morgan Diversified Return I

ETFs
3.32K
New
$52.18 - $64.25 $173K - $214K
3.32K $213K
SPTN
Spartan Nash CO

Consumer Defensive
8.08K
New
$17.62 - $26.57 $142K - $215K
8.08K $213K
RDNT
Rad Net, Inc.

Healthcare
3.72K
New
$47.36 - $61.14 $176K - $227K
3.72K $211K
DOCN
Digital Ocean Holdings, Inc.

Technology
7.42K
New
$25.91 - $35.19 $192K - $261K
7.42K $211K
ALG
Alamo Group Inc

Industrials
964
New
$158.47 - $219.45 $153K - $212K
964 $210K
AER
Aer Cap Holdings N.V.

Industrials
1.8K
New
$88.97 - $117.24 $160K - $211K
1.8K $210K
BMAY
Innovator U.S. Equity Buffer E

ETFs
4.99K
New
$36.09 - $42.2 $180K - $211K
4.99K $210K
PBA
Pembina Pipeline Corp

Energy
5.56K
New
$35.16 - $40.88 $196K - $227K
5.56K $208K
XRX
Xerox Holdings Corp

Technology
39.3K
New
$3.64 - $5.95 $143K - $234K
39.3K $207K
DTM
Dt Midstream, Inc.

Energy
1.89K
New
$87.23 - $109.91 $165K - $207K
1.89K $207K
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
5.33K
New
$30.25 - $38.85 $161K - $207K
5.33K $206K
FXO
First Tr Exchange Traded Fd Fi

ETFs
3.68K
New
$45.9 - $56.06 $169K - $206K
3.68K $206K
JETS
ETF Ser Solutions U S Global J

ETFs
8.94K
New
$17.37 - $23.44 $155K - $210K
8.94K $205K
HPP
Hudson Pacific Properties, Inc.

Real Estate
74.8K
New
$1.86 - $3.08 $139K - $230K
74.8K $205K
FROG
J Frog LTD

Technology
4.69K
New
$27.99 - $44.55 $131K - $209K
4.69K $205K
BSMU
Invesco Exchange Self Ind Tr

ETFs
9.53K
New
$20.97 - $21.71 $200K - $207K
9.53K $204K
BYD
Boyd Gaming Corp

Consumer Cyclical
2.61K
New
$60.8 - $79.02 $159K - $206K
2.61K $204K
H
Hyatt Hotels Corp

Consumer Cyclical
1.46K
New
$104.22 - $139.65 $152K - $204K
1.46K $204K
MARB
First Tr Exchange Traded Fd Ii

ETFs
9.97K
New
$19.67 - $20.44 $196K - $204K
9.97K $203K
AVDV
American Centy ETF Tr Avantis

ETFs
2.56K
New
$61.76 - $79.32 $158K - $203K
2.56K $203K
USTB
Victory Portfolios Ii Victorys

ETFs
3.98K
New
$50.21 - $50.82 $200K - $202K
3.98K $202K
VITL
Vital Farms, Inc.

Consumer Defensive
5.27K
New
$30.52 - $38.52 $161K - $203K
5.27K $202K
KBH
Kb Home

Consumer Cyclical
3.8K
New
$50.15 - $58.93 $191K - $224K
3.8K $201K
IGF
Ishares Global Infrastructure

ETFs
3.41K
New
$50.55 - $59.83 $172K - $204K
3.41K $201K
MDB
Mongo Db, Inc.

Technology
961
New
$145.85 - $225.38 $140K - $217K
961 $201K
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
4.38K
New
N/A
4.38K $200K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.56K
New
$105.8 - $131.55 $165K - $205K
1.56K $200K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
3.21K
New
$51.36 - $62.5 $165K - $200K
3.21K $200K
MPA
Blackrock Muniyield Pennsylvania Quality Fund

Financial Services
18.5K
New
$10.39 - $11.24 $193K - $208K
18.5K $200K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
14.4K
New
$11.53 - $13.87 $166K - $200K
14.4K $200K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.3K
New
$18.83 - $19.22 $194K - $198K
10.3K $197K
BJUN
Innovator U.S. Equity Buffer E

ETFs
4.82K
New
N/A
4.82K $188K
WTTR
Select Energy Services, Inc.

Energy
21.1K
New
$7.3 - $10.83 $154K - $228K
21.1K $182K
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
2.35K
New
N/A
2.35K $175K
NLOK
Norton Life Lock Inc.

Technology
7.94K
New
N/A
7.94K $170K
RVT
Royce Value Trust, Inc.

Financial Services
11.3K
New
$12.5 - $15.21 $141K - $172K
11.3K $170K
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
17.7K
New
$9.4 - $10.12 $166K - $179K
17.7K $167K
WDS
Woodside Energy Group LTD

Energy
10.5K
New
$11.5 - $16.77 $120K - $176K
10.5K $161K
PMX
Pimco Municipal Income Fund Iii

Financial Services
23.2K
New
$6.55 - $7.23 $152K - $168K
23.2K $158K
QS
Quantum Scape Corp

Consumer Cyclical
23.4K
New
$3.47 - $7.65 $81.3K - $179K
23.4K $157K
DX
Dynex Capital Inc

Real Estate
12.9K
New
$11.13 - $12.99 $143K - $167K
12.9K $157K
TXG
10x Genomics, Inc.

Healthcare
13.5K
New
$7.14 - $11.73 $96.2K - $158K
13.5K $156K
IVR
Invesco Mortgage Capital Inc.

Real Estate
18.4K
New
$6.33 - $8.04 $117K - $148K
18.4K $144K
UUUU
Energy Fuels Inc

Energy
25.1K
New
$3.44 - $5.9 $86.4K - $148K
25.1K $144K
M
Macy'S, Inc.

Consumer Cyclical
11.5K
New
$10.02 - $13.19 $115K - $151K
11.5K $133K
GRAB
Grab Holdings LTD

Technology
26.3K
New
$3.48 - $5.25 $91.5K - $138K
26.3K $132K
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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