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
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
17.4K
New
$11.17 - $11.61 $194K - $201K
17.4K $195K
OSBC
Old Second Bancorp Inc

Financial Services
11.6K
New
$16.18 - $19.4 $187K - $224K
11.6K $192K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
11.5K
New
$11.69 - $12.32 $134K - $142K
11.5K $135K
ASPN
Aspen Aerogels Inc

Industrials
20.5K
New
$6.39 - $13.9 $131K - $285K
20.5K $131K
APLD
Applied Blockchain, Inc.

Financial Services
23.3K
New
$5.62 - $10.65 $131K - $248K
23.3K $130K
PUBM
Pub Matic, Inc.

Technology
11.9K
New
$9.09 - $17.14 $108K - $203K
11.9K $108K
PATH
Ui Path, Inc.

Technology
10.5K
New
$9.97 - $15.19 $105K - $160K
10.5K $108K
USA
Liberty All Star Equity Fund

Financial Services
16.4K
New
$6.41 - $7.32 $105K - $120K
16.4K $107K
EC
Ecopetrol S.A.

Energy
10.1K
New
$8.22 - $10.94 $83.4K - $111K
10.1K $105K
VCIF
Vertical Capital Income Fund

Financial Services
12.4K
New
N/A
12.4K $101K
IAG
Iamgold Corp

Basic Materials
13.7K
New
$5.11 - $6.61 $70.1K - $90.7K
13.7K $85K
CDE
Coeur Mining, Inc.

Basic Materials
11.6K
New
$5.02 - $7.29 $58.3K - $84.7K
11.6K $68K
VVR
Invesco Senior Income Trust

Financial Services
18.3K
New
$3.55 - $4.15 $64.9K - $75.9K
18.3K $68K
CMTG
Claros Mortgage Trust, Inc.

Real Estate
16.5K
New
$2.21 - $4.48 $36.4K - $73.8K
16.5K $61K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
17K
New
$2.86 - $9.78 $48.5K - $166K
17K $48K
HOUS
Anywhere Real Estate Inc.

Real Estate
13K
New
$2.78 - $3.92 $36.1K - $50.9K
13K $43K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
11.4K
New
$3.77 - $6.08 $42.8K - $69.1K
11.4K $43K
OPEN
Opendoor Technologies Inc.

Real Estate
35.1K
New
$1.02 - $1.72 $35.8K - $60.4K
35.1K $35K
ASM
Avino Silver & Gold Mines LTD

Basic Materials
12.5K
New
$0.91 - $1.94 $11.4K - $24.3K
12.5K $23K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
14.5K
New
$1.06 - $2.12 $15.4K - $30.7K
14.5K $23K
TNYA
Tenaya Therapeutics, Inc.

Healthcare
38.5K
New
$0.44 - $1.52 $16.9K - $58.5K
38.5K $21K
PLUG
Plug Power Inc

Industrials
13.6K
New
$1.34 - $3.15 $18.2K - $42.8K
13.6K $18K
BLIN
Bridgeline Digital, Inc.

Technology
11K
New
$1.23 - $2.35 $13.5K - $25.9K
11K $16K
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
11.7K
New
$0.29 - $0.96 $3.4K - $11.3K
11.7K $5K
First Tr Exchange Traded Fd
13K
New
N/A
13K $0
First Tr Exchange Traded Fd
66K
New
N/A
66K $0
TAFI
Ab Active Etfs Inc Tax Aware S
22.7K
New
N/A
22.7K $0
Talen Energy Corp
1.55K
New
N/A
1.55K $0
Tempus Ai Inc
5.13K
New
N/A
5.13K $0
Innovator Etfs Trust
22.6K
New
N/A
22.6K $0
Tidal Tr Ii
21.9K
New
N/A
21.9K $0
Global X Fds
8.48K
New
N/A
8.48K $0
Grayscale Bitcoin Mini Tr Et
13K
New
N/A
13K $0
Hafnia LTD
11.2K
New
N/A
11.2K $0
FLLV
Franklin Templeton ETF Tr
3.67K
New
N/A
3.67K $0
Franklin Templeton ETF Tr
27.9K
New
N/A
27.9K $0
VABS
Virtus ETF Tr Ii Virtus Newfle
13.4K
New
N/A
13.4K $0
Viper Energy Inc
4.64K
New
N/A
4.64K $0
Victory Portfolios Ii
21K
New
N/A
21K $0
First Tr Exchng Traded Fd Vi
76.8K
New
N/A
76.8K $0
Franklin Templeton ETF Tr
9.95K
New
N/A
9.95K $0
Franklin Wireless Corp
27.5K
New
N/A
27.5K $0
First Tr Exchng Traded Fd Vi
24.3K
New
N/A
24.3K $0
First Tr Exchng Traded Fd Vi
26K
New
N/A
26K $0
SGDM
Sprott ETF Tr Gold Miners ETF
24.7K
New
N/A
24.7K $0
Sila Realty Trust Inc
40.1K
New
N/A
40.1K $0
First Tr Exchange Traded Fd
205K
New
N/A
205K $0
Pgim ETF Tr
206K
New
N/A
206K $0
UTES
Virtus Reaves Utilities ETF
33.1K
New
N/A
33.1K $0
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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