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
SDCI
Uscf ETF Tr Summerhaven Dynami
-936
- 4.14%
N/A
21.7K $0
Simplify Exchange Traded Fun
-4.23K
- 21.78%
N/A
15.2K $0
Upstart Hldgs Inc
-3K
- 18.75%
N/A
13K $0
Ezcorp Inc
-4K
- 20.0%
N/A
16K $0
Solventum Corp
-729
- 7.78%
N/A
8.64K $0
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.09K
- 4.54%
$97.81 - $108.79 $107K - $119K
22.9K $2.5M
PSL
Invesco Dwa Consumer Staples M
-422
- 7.56%
N/A
5.16K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-2.09K
- 15.41%
N/A
11.4K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-2.62K
- 1.14%
N/A
226K $0
BBLU
Ea Ser Tr Ea Bridgeway Blue Ch
-752
- 6.03%
N/A
11.7K $0
Crane Company
-261
- 15.18%
N/A
1.46K $0
Brookfield Asset Managmt LTD
-140
- 1.84%
N/A
7.49K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-3.62K
- 3.47%
N/A
101K $0
EOCT
Innovator Etfs Tr Emerging Mar
-542
- 4.49%
N/A
11.5K $0
Innovator Etfs Trust
-1.35K
- 7.54%
N/A
16.6K $0
Innovator Etfs Trust
-100
- 1.71%
N/A
5.75K $0
SPYI
Shp ETF Tr Neos S&P 500 High I
-700
- 8.05%
N/A
8K $0
Innovator Etfs Trust
-2.78K
- 22.75%
N/A
9.43K $0
PRVA
Privia Health Group, Inc.

Healthcare
-688
- 4.67%
$16.95 - $21.29 $11.7K - $14.6K
14K $255K
First Tr Exchng Traded Fd Vi
-8.22K
- 49.32%
N/A
8.45K $0
VUSB
Vanguard Bd Index Fds
-157
- 1.96%
N/A
7.86K $0
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
-314
- 2.52%
$9.37 - $9.99 $2.94K - $3.14K
12.1K $120K
Innovator Etfs Trust
-10
- 0.04%
N/A
28.2K $0
USEP
Innovator U.S. Equity Ultra Bu
-2.72K
- 19.16%
N/A
11.5K $0
PNOV
Innovator U.S. Equity Power Bu
-750
- 5.65%
N/A
12.5K $0
CNHI
Cnh Industrial N.V.

Industrials
-667
- 2.47%
$9.47 - $10.66 $6.32K - $7.11K
26.4K $274K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-1.09K
- 7.86%
$5.1 - $5.68 $5.56K - $6.19K
12.8K $72K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-1.46K
- 2.44%
$20.0 - $20.91 $29.2K - $30.5K
58.4K $1.21M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-159
- 5.04%
$71.19 - $76.59 $11.3K - $12.2K
3K $229K
NFJ
Virtus Dividend, Interest & Premium Strategy Fund

Financial Services
-556
- 4.69%
$12.0 - $13.08 $6.67K - $7.27K
11.3K $147K
EXPD
Expeditors International Of Washington Inc

Industrials
-107
- 4.41%
$116.1 - $131.42 $12.4K - $14.1K
2.32K $304K
BRT
Brt Apartments Corp.

Real Estate
-34
- 0.16%
$16.73 - $19.66 $569 - $668
21.2K $373K
ICLN
Ishares

ETFs
-4.27K
- 8.97%
$13.26 - $14.77 $56.6K - $63.1K
43.3K $636K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-319
- 4.98%
$101.72 - $112.94 $32.4K - $36K
6.09K $687K
RPRX
Royalty Pharma PLC

Healthcare
-890
- 6.32%
$25.63 - $29.27 $22.8K - $26.1K
13.2K $373K
FV
First Trust Dorsey Wright Focu

ETFs
-100
- 1.13%
$51.35 - $59.82 $5.14K - $5.98K
8.76K $510K
SPSC
Sps Commerce Inc

Technology
-192
- 2.8%
$185.76 - $215.42 $35.7K - $41.4K
6.67K $1.29M
ABM
Abm Industries Inc

Industrials
-242
- 3.39%
$48.97 - $57.15 $11.9K - $13.8K
6.91K $364K
CVLT
Commvault Systems Inc

Technology
-427
- 19.98%
$119.99 - $155.51 $51.2K - $66.4K
1.71K $262K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-237
- 4.26%
$46.07 - $50.3 $10.9K - $11.9K
5.33K $267K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-27
- 0.64%
$51.45 - $52.96 $1.39K - $1.43K
4.19K $221K
BALT
Innovator Etfs Tr
-11
- 0.15%
$29.76 - $30.83 $327 - $339
7.39K $227K
HLI
Houlihan Lokey, Inc.

Financial Services
-986
- 14.09%
$134.11 - $161.99 $132K - $160K
6.01K $949K
AVAV
Aero Vironment Inc

Industrials
-187
- 7.81%
$164.14 - $204.5 $30.7K - $38.2K
2.21K $442K
STX
Seagate Technology Holdings PLC

Technology
-675
- 5.2%
$92.1 - $110.76 $62.2K - $74.8K
12.3K $1.35M
BLD
Top Build Corp

Industrials
-20
- 2.8%
$360.4 - $479.09 $7.21K - $9.58K
694 $282K
CAKE
Cheesecake Factory Inc

Consumer Cyclical
-20
- 0.35%
$34.24 - $41.13 $685 - $823
5.76K $233K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-469
- 4.34%
$14.08 - $17.36 $6.6K - $8.14K
10.3K $179K
DBA
Invesco Db Agriculture Fund

ETFs
-618
- 5.62%
$23.26 - $26.55 $14.4K - $16.4K
10.4K $270K
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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