Avantax Advisory Services, Inc. Reduced Holdings in Q3 2024

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.68M
- 91.71%
$76.38 - $78.87 $434M - $448M
513K $40.4M
XLK
Technology Sector Spdr

ETFs
-118K
- 59.23%
$197.34 - $237.68 $23.3M - $28M
81.2K $18.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-301K
- 29.84%
$50.25 - $50.74 $15.1M - $15.3M
708K $35.9M
XLV
Select Sector Spdr Fund Health

ETFs
-94.7K
- 41.25%
$143.3 - $157.24 $13.6M - $14.9M
135K $20.8M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-215K
- 49.25%
$50.85 - $53.88 $10.9M - $11.6M
221K $11.9M
XLY
Select Sector Spdr Consumer Di

ETFs
-58.7K
- 80.5%
$170.05 - $200.86 $9.97M - $11.8M
14.2K $2.85M
XLC
Select Sector Spdr Tr Communic

ETFs
-114K
- 81.73%
$82.16 - $90.4 $9.34M - $10.3M
25.4K $2.3M
GOOG
Alphabet Inc.

Communication Services
-19.8K
- 6.43%
$149.54 - $192.66 $2.96M - $3.82M
288K $48.2M
XLF
Financial Sector Spdr

ETFs
-197K
- 38.39%
$40.84 - $45.74 $8.07M - $9.03M
317K $14.4M
FVD
First Tr Value Line Divid Inde

ETFs
-208K
- 28.71%
$40.45 - $45.49 $8.42M - $9.47M
517K $23.5M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-102K
- 26.5%
$59.61 - $60.15 $6.05M - $6.11M
282K $16.9M
XLE
Energy Sector Spdr

ETFs
-47.4K
- 18.48%
$84.35 - $93.39 $4M - $4.42M
209K $18.3M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-43.5K
- 91.71%
$102.05 - $114.97 $4.43M - $5M
3.93K $451K
DGRO
Ishares Core Dividend Growth E

ETFs
-99.6K
- 24.32%
$57.47 - $62.76 $5.72M - $6.25M
310K $19.4M
IWS
Ishares Russell Midcap Value E

ETFs
-41.6K
- 34.1%
$119.52 - $132.25 $4.98M - $5.51M
80.5K $10.6M
WM
Waste Management Inc

Industrials
-15.7K
- 13.77%
$196.96 - $223.45 $3.1M - $3.51M
98.4K $20.4M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-462K
- 93.45%
$7.86 - $8.77 $3.63M - $4.06M
32.4K $282K
IWY
Ishares Tr Russell 200 Growth

ETFs
-22.1K
- 8.51%
$194.66 - $225.97 $4.3M - $4.99M
237K $52.2M
NVO
Novo Nordisk A S

Healthcare
-8.39K
- 8.59%
$119.07 - $145.42 $999K - $1.22M
89.3K $10.6M
LLY
Eli Lilly & CO

Healthcare
-2.62K
- 5.34%
$772.14 - $960.02 $2.02M - $2.51M
46.3K $41.1M
SOXX
Ishares Semiconductor ETF

ETFs
-12K
- 41.59%
$199.29 - $265.49 $2.38M - $3.17M
16.8K $3.87M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-32.4K
- 10.04%
$91.42 - $91.82 $2.96M - $2.97M
290K $26.6M
ADBE
Adobe Inc.

Technology
-3.48K
- 11.35%
$508.13 - $586.55 $1.77M - $2.04M
27.1K $14.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-29.3K
- 17.89%
$100.3 - $100.74 $2.94M - $2.95M
134K $13.5M
VLO
Valero Energy Corp

Energy
-11.6K
- 19.19%
$132.81 - $163.48 $1.54M - $1.9M
49K $6.61M
INTC
Intel Corp

Technology
-48.6K
- 21.12%
$18.9 - $34.87 $919K - $1.7M
182K $4.26M
USFR
Wisdomtree Floating Rate Treas

ETFs
-55K
- 25.09%
$50.2 - $50.48 $2.76M - $2.77M
164K $8.24M
XLI
Industrial Sector Spdr

ETFs
-27.6K
- 30.38%
$120.56 - $135.44 $3.33M - $3.74M
63.3K $8.58M
MPC
Marathon Petroleum Corp

Energy
-13.2K
- 41.9%
$158.61 - $180.75 $2.09M - $2.38M
18.2K $2.97M
MRK
Merck & Co., Inc.

Healthcare
-1.02K
- 0.45%
$111.15 - $128.97 $113K - $132K
226K $25.7M
CVX
Chevron Corp

Energy
-860
- 0.35%
$137.88 - $161.97 $119K - $139K
248K $36.6M
XLP
Consumer Staples Sector Spdr

ETFs
-28.6K
- 34.15%
$76.04 - $76.04 $2.18M - $2.18M
55.2K $4.2M
FDL
First Tr Morningstar Dividend

ETFs
-72.3K
- 34.27%
$37.66 - $42.06 $2.72M - $3.04M
139K $5.82M
EPI
Wisdomtree Tr India Earnings F

ETFs
-47K
- 52.47%
$47.41 - $50.82 $2.23M - $2.39M
42.6K $2.15M
BP
Bp PLC

Energy
-47.4K
- 35.3%
$30.78 - $37.05 $1.46M - $1.76M
86.9K $2.73M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-11.6K
- 29.83%
$210.25 - $231.86 $2.43M - $2.68M
27.2K $6.06M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-58.2K
- 68.85%
$36.06 - $37.66 $2.1M - $2.19M
26.3K $991K
EPD
Enterprise Products Partners L.P.

Energy
-72.1K
- 35.68%
$27.88 - $30.0 $2.01M - $2.16M
130K $3.78M
SNPS
Synopsys Inc

Technology
-2.57K
- 35.65%
$463.97 - $621.3 $1.19M - $1.59M
4.63K $2.34M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.65K
- 11.83%
$217.89 - $392.15 $358K - $645K
12.3K $3.44M
LRCX
Lam Research Corp

Technology
-837
- 17.53%
$731.56 - $1127.3 $612K - $944K
3.94K $3.21M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-47.9K
- 29.52%
$38.49 - $41.61 $1.84M - $1.99M
114K $4.74M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-72.1K
- 16.69%
$28.1 - $29.89 $2.02M - $2.15M
360K $10.8M
ARCC
Ares Capital Corp

Financial Services
-81.5K
- 44.11%
$19.8 - $21.28 $1.61M - $1.73M
103K $2.16M
COST
Costco Wholesale Corp

Consumer Defensive
-3.47K
- 8.19%
$801.83 - $917.05 $2.78M - $3.18M
38.9K $34.5M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-41.6K
- 63.17%
$37.42 - $44.1 $1.56M - $1.84M
24.3K $1.05M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-31.1K
- 35.87%
$47.01 - $48.2 $1.46M - $1.5M
55.6K $2.68M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-35.9K
- 86.13%
$37.64 - $39.51 $1.35M - $1.42M
5.78K $228K
IEMG
Ishares Inc

ETFs
-29.4K
- 1.54%
$53.64 - $53.64 $1.58M - $1.58M
1.88M $101M
Activity Summary
Buys All Purchases 1292 New Holdings 153 Increased Positions 1139 Sells All Sells 788 Reductions 788 Sold out 0 Options Calls 0 Puts 0
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