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
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
10.2K
New
$10.6 - $12.44 $108K - $127K
10.2K $126K
ROIV
Roivant Sciences Ltd.

Healthcare
10.6K
New
$9.08 - $11.62 $95.9K - $123K
10.6K $119K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
10.5K
New
$10.09 - $10.88 $106K - $114K
10.5K $108K
LIFE
A Tyr Pharma Inc

Healthcare
57.7K
New
N/A
57.7K $107K
OGN
Organon & Co.

Healthcare
10.5K
New
$8.04 - $14.72 $84.4K - $155K
10.5K $101K
SFL
Sfl Corp Ltd.

Industrials
10.8K
New
$7.1 - $8.92 $76.7K - $96.3K
10.8K $89K
MDXG
Mimedx Group, Inc.

Healthcare
12.4K
New
$5.88 - $7.69 $73K - $95.5K
12.4K $75K
NNOX
Nano X Imaging Ltd.

Healthcare
14.4K
New
$4.1 - $5.71 $59.2K - $82.4K
14.4K $74K
SABR
Sabre Corp

Consumer Cyclical
22.2K
New
$1.95 - $3.18 $43.2K - $70.4K
22.2K $70K
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
10.3K
New
$5.25 - $6.28 $53.9K - $64.5K
10.3K $64K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
11.8K
New
$3.97 - $5.84 $46.9K - $69K
11.8K $59K
JMIA
Jumia Technologies Ag

Consumer Cyclical
14.8K
New
$1.73 - $4.02 $25.5K - $59.3K
14.8K $59K
BTEGF
Baytex Energy Corp.

Energy
10K
New
N/A
10K $36K
NAK
Northern Dynasty Minerals LTD

Basic Materials
19.8K
New
$0.8 - $1.55 $15.8K - $30.6K
19.8K $26K
BTBT
Bit Digital, Inc

Financial Services
11.8K
New
$1.73 - $2.69 $20.4K - $31.8K
11.8K $25K
SLI
Standard Lithium Ltd.

Basic Materials
12K
New
$1.11 - $1.96 $13.4K - $23.6K
12K $23K
ESPR
Esperion Therapeutics, Inc.

Healthcare
12.9K
New
$0.73 - $1.41 $9.4K - $18.2K
12.9K $12K
HOWL
Werewolf Therapeutics, Inc.

Healthcare
10.2K
New
$0.63 - $1.42 $6.43K - $14.5K
10.2K $11K
GP
Greenpower Motor CO Inc.

Consumer Cyclical
15K
New
$0.38 - $0.51 $5.7K - $7.65K
15K $6K
OVID
Ovid Therapeutics Inc.

Healthcare
17K
New
$0.26 - $0.35 $4.42K - $5.95K
17K $5K
WOLF
Wolfspeed, Inc.

Technology
10.7K
New
$0.4 - $4.46 $4.26K - $47.5K
10.7K $4K
Elevation Series Trust
4.66K
New
N/A
4.66K $0
Ea Series Trust
5.69K
New
N/A
5.69K $0
Tidal Tr Ii
20.9K
New
N/A
20.9K $0
Corpay Inc
1.33K
New
N/A
1.33K $0
Tidal Trust I
12.7K
New
N/A
12.7K $0
Two Harbors Inventment Corpo
40K
New
N/A
40K $0
Coreweave Inc
8.96K
New
N/A
8.96K $0
T Rowe Price ETF Inc
102K
New
N/A
102K $0
Cloudastructure Inc
10.8K
New
N/A
10.8K $0
SMOT
Vaneck ETF Tr Morningstar Smid
38.3K
New
N/A
38.3K $0
Aim ETF Products Trust
14.2K
New
N/A
14.2K $0
Aim ETF Products Trust
8.97K
New
N/A
8.97K $0
Amplify ETF Tr
21.6K
New
N/A
21.6K $0
Astera Labs Inc
3.14K
New
N/A
3.14K $0
Barrick Mng Corp
57.8K
New
N/A
57.8K $0
Blackrock ETF Trust
148K
New
N/A
148K $0
Capital Southwest Corp
16K
New
N/A
16K $0
Bny Mellon ETF Trust Ii
58.3K
New
N/A
58.3K $0
Capital Group Equity ETF Tr
64.9K
New
N/A
64.9K $0
Blackrock Income Tr Inc
35K
New
N/A
35K $0
Circle Internet Group Inc
1.61K
New
N/A
1.61K $0
Listed Fds Tr
6.37K
New
N/A
6.37K $0
Everus Constr Group
3.78K
New
N/A
3.78K $0
Rocket Lab Corp
20.1K
New
N/A
20.1K $0
OBIL
Rbb Fd Inc Us Treas 12 Month B
4.43K
New
N/A
4.43K $0
Ishares Tr
10.4K
New
N/A
10.4K $0
J P Morgan Exchange Traded F
8.42K
New
N/A
8.42K $0
J P Morgan Exchange Traded F
84.1K
New
N/A
84.1K $0
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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