Avantax Advisory Services, Inc. Reduced Holdings in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-137K
- 27.24%
$96.1 - $106.37 $13.1M - $14.5M
365K $36.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-34.8K
- 9.62%
$140.44 - $166.79 $4.89M - $5.81M
327K $45.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-64.6K
- 43.17%
$182.82 - $196.21 $11.8M - $12.7M
85.1K $16M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-110K
- 4.17%
$53.6 - $58.97 $5.89M - $6.48M
2.52M $138M
MUB
Ishares National Muni Bond ETF

ETFs
-81K
- 6.98%
$104.71 - $107.69 $8.49M - $8.73M
1.08M $114M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-42.6K
- 4.57%
$36.64 - $45.76 $1.56M - $1.95M
889K $33.4M
IWY
Ishares Tr Russell 200 Growth

ETFs
-7.56K
- 3.17%
$210.19 - $243.33 $1.59M - $1.84M
231K $48.7M
IEMG
Ishares Inc

ETFs
-116K
- 5.39%
N/A
2.04M $110M
STZ
Constellation Brands, Inc.

Consumer Defensive
-26.2K
- 75.95%
$161.05 - $222.93 $4.22M - $5.85M
8.31K $1.52M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-75.8K
- 71.49%
$78.97 - $85.82 $5.99M - $6.51M
30.3K $2.51M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-5.08K
- 2.04%
$192.82 - $222.1 $980K - $1.13M
244K $47.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-68.1K
- 23.72%
$85.29 - $92.57 $5.81M - $6.3M
219K $19.9M
NGG
National Grid PLC

Utilities
-86.2K
- 85.63%
$56.13 - $65.61 $4.84M - $5.65M
14.5K $948K
USRT
Ishares Core U.S. Reit ETF

ETFs
-82.1K
- 86.07%
$55.14 - $60.29 $4.53M - $4.95M
13.3K $764K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-51.8K
- 5.95%
N/A
818K $70.2M
RFV
Invesco Exchange Traded Fd Tr

ETFs
-35K
- 68.15%
$111.51 - $128.61 $3.9M - $4.5M
16.4K $1.87M
ITA
Ishares Tr

ETFs
-31.1K
- 38.42%
$144.84 - $159.5 $4.5M - $4.96M
49.8K $7.62M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-152K
- 71.77%
$25.69 - $26.89 $3.9M - $4.09M
59.8K $1.61M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-97.1K
- 80.18%
$36.63 - $37.45 $3.56M - $3.63M
24K $883K
IEF
Ishares Barclays

ETFs
-43.4K
- 21.79%
$91.17 - $95.39 $3.95M - $4.14M
156K $14.8M
FIW
First Trust Water ETF

ETFs
-33.8K
- 39.33%
$99.48 - $106.74 $3.36M - $3.61M
52.2K $5.25M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-86K
- 19.1%
$42.4 - $44.11 $3.65M - $3.79M
364K $16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-48.7K
- 9.7%
$76.94 - $78.28 $3.75M - $3.81M
453K $35.5M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-45.5K
- 6.28%
$32.49 - $37.99 $1.48M - $1.73M
678K $22.7M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-11.4K
- 3.73%
$89.18 - $104.04 $1.02M - $1.19M
296K $27.1M
OMFS
Invesco Exchange Traded Self I

ETFs
-73K
- 83.25%
$36.43 - $41.61 $2.66M - $3.04M
14.7K $558K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-14.9K
- 9.46%
$120.29 - $134.6 $1.79M - $2M
142K $17.3M
VAW
Vanguard Materials ETF

ETFs
-14.2K
- 63.74%
$185.71 - $202.46 $2.64M - $2.88M
8.1K $1.53M
MRK
Merck & Co., Inc.

Healthcare
-765
- 0.33%
$83.01 - $101.02 $63.5K - $77.3K
230K $20.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-115K
- 12.69%
$22.46 - $23.26 $2.58M - $2.67M
790K $18.3M
TSN
Tyson Foods, Inc.

Consumer Defensive
-39.4K
- 77.92%
$54.27 - $63.81 $2.14M - $2.51M
11.2K $711K
IFRA
Ishares Tr

ETFs
-45.9K
- 66.04%
$44.8 - $49.25 $2.06M - $2.26M
23.6K $1.06M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-13.9K
- 25.72%
$120.24 - $134.3 $1.67M - $1.86M
40K $4.88M
AOR
Ishares Tr Core Growth Allocat

ETFs
-35.8K
- 46.28%
$56.63 - $59.39 $2.03M - $2.13M
41.6K $2.39M
FTC
First Tr Lge Cap Growth

ETFs
-12.6K
- 26.7%
$127.87 - $148.89 $1.61M - $1.88M
34.6K $4.55M
IWS
Ishares Russell Midcap Value E

ETFs
-13.4K
- 16.88%
$122.59 - $135.24 $1.64M - $1.81M
65.9K $8.3M
GVI
Ishares Tr

ETFs
-19.2K
- 31.2%
$103.49 - $106.02 $1.98M - $2.03M
42.3K $4.48M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4.48K
- 18.99%
$254.58 - $302.92 $1.14M - $1.36M
19.1K $4.88M
AVUV
American Centy ETF Tr Avantis

ETFs
-3.85K
- 2.29%
$84.95 - $100.62 $327K - $387K
164K $14.3M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-7.73K
- 11.7%
$65.15 - $91.81 $503K - $709K
58.3K $3.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-30.9K
- 13.42%
$54.25 - $57.64 $1.67M - $1.78M
199K $11M
BIBL
Northern Lts Fd Tr Iv

ETFs
-44.6K
- 60.66%
$37.55 - $41.94 $1.68M - $1.87M
28.9K $1.11M
ADBE
Adobe Inc.

Technology
-421
- 1.66%
$377.84 - $464.11 $159K - $195K
24.9K $9.57M
KORP
American Centy ETF Tr Diversif

ETFs
-37.3K
- 68.93%
$45.26 - $47.12 $1.69M - $1.76M
16.8K $786K
IWN
Ishares Russell2000 Val ETF

ETFs
-7.85K
- 21.76%
$149.27 - $169.4 $1.17M - $1.33M
28.2K $4.26M
ALC
Alcon Inc

Healthcare
-20K
- 74.87%
$82.73 - $96.8 $1.65M - $1.93M
6.7K $635K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-83.2K
- 81.14%
$19.66 - $21.64 $1.64M - $1.8M
19.3K $414K
VRSK
Verisk Analytics, Inc.

Industrials
-6.46K
- 45.57%
$268.63 - $301.33 $1.74M - $1.95M
7.72K $2.3M
TGT
Target Corp

Consumer Defensive
-1.64K
- 3.57%
$103.65 - $142.5 $170K - $234K
44.4K $4.63M
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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