Avantax Advisory Services, Inc. Reduced Holdings in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NRZ
New Residential Investment Corp.

Real Estate
-1.41K
- 5.51%
N/A
24.2K $175K
PFS
Provident Financial Services Inc

Financial Services
-813
- 6.76%
$14.69 - $17.98 $11.9K - $14.6K
11.2K $196K
GATX
Gatx Corp

Industrials
-31
- 1.03%
$141.27 - $159.24 $4.38K - $4.94K
2.98K $457K
FDS
Factset Research Systems Inc

Financial Services
-2
- 0.19%
$398.85 - $473.32 $798 - $947
1.08K $482K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-546
- 2.2%
$23.32 - $24.45 $12.7K - $13.3K
24.2K $592K
SCI
Service Corp International

Consumer Cyclical
-169
- 3.19%
$73.58 - $81.65 $12.4K - $13.8K
5.13K $417K
CUZ
Cousins Properties Inc

Real Estate
-766
- 2.73%
$25.15 - $30.53 $19.3K - $23.4K
27.2K $818K
EAT
Brinker International, Inc

Consumer Cyclical
-320
- 20.47%
$128.68 - $181.78 $41.2K - $58.2K
1.24K $224K
HEQ
John Hancock Hedged Equity & Income Fund

Financial Services
-961
- 5.49%
$9.45 - $10.72 $9.08K - $10.3K
16.5K $175K
POWW
Ammo, Inc.

Industrials
-225
- 0.32%
$1.25 - $2.09 $281 - $470
71.2K $91K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-872
- 15.1%
$50.44 - $64.81 $44K - $56.5K
4.9K $317K
SAR
Saratoga Investment Corp.

Financial Services
-54
- 0.52%
$21.46 - $25.35 $1.16K - $1.37K
10.3K $256K
POCT
Innovator U.S. Equity Power Bu

ETFs
-1.47K
- 6.44%
$36.35 - $41.3 $53.3K - $60.5K
21.3K $878K
ITB
Ishares Tr

ETFs
-2
- 0.07%
$85.52 - $96.61 $171 - $193
2.69K $250K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-240
- 2.14%
$110.2 - $126.21 $26.4K - $30.3K
11K $1.38M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-78
- 4.35%
$107.61 - $119.09 $8.39K - $9.29K
1.72K $203K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-824
- 1.85%
$7.05 - $8.02 $5.81K - $6.61K
43.6K $350K
YMAR
First Tr Ex Tr Viii Cboe Vest
-1.22K
- 6.93%
$22.43 - $25.58 $27.3K - $31.1K
16.4K $417K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-13
- 0.06%
$94.78 - $95.97 $1.23K - $1.25K
20.3K $1.95M
EVF
Eaton Vance Senior Income Trust

Financial Services
-316
- 2.88%
$5.15 - $5.81 $1.63K - $1.84K
10.6K $60K
THM
International Tower Hill Mines LTD

Basic Materials
-10K
- 49.88%
$0.48 - $1.04 $4.8K - $10.4K
10K $8K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
-866
- 6.75%
$8.76 - $9.82 $7.59K - $8.5K
12K $117K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-129
- 1.82%
$32.99 - $38.01 $4.26K - $4.9K
6.97K $263K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
-1
- -0.0%
$1.14 - $1.91 $1.14 - $1.91
37.9K $50K
BLIN
Bridgeline Digital, Inc.

Technology
-1K
- 9.09%
$1.39 - $2.14 $1.39K - $2.14K
10K $13K
STWD
Starwood Property Trust, Inc.

Real Estate
-223
- 2.14%
$17.28 - $20.41 $3.85K - $4.55K
10.2K $204K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.13K
- 4.36%
$35.35 - $42.68 $217K - $262K
135K $5.73M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-102
- 0.88%
$24.66 - $25.17 $2.52K - $2.57K
11.5K $288K
AVSU
American Centy ETF Tr Avantis

ETFs
-644
- 9.33%
$55.22 - $68.6 $35.6K - $44.2K
6.26K $429K
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-192
- 6.37%
$56.27 - $73.32 $10.8K - $14.1K
2.82K $205K
ROLL
Rbc Bearings Inc

Industrials
-2
- 0.03%
N/A
6.13K $1.51M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-49
- 0.11%
$30.29 - $30.83 $1.48K - $1.51K
46K $1.42M
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
-1.41K
- 24.86%
N/A
4.27K $0
Ubs Ag
-178
- 5.03%
N/A
3.36K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-2.6K
- 8.25%
N/A
28.9K $0
Lithium Amers Corp New
-5.53K
- 33.8%
N/A
10.8K $0
Rbb Fd Inc
-228
- 1.82%
N/A
12.3K $0
Tidal Tr Ii
-665
- 3.03%
N/A
21.3K $0
Lazard Inc
-3.92K
- 26.92%
N/A
10.6K $0
Rb Global Inc
-128
- 3.44%
N/A
3.59K $0
Solventum Corp
-158
- 1.85%
N/A
8.37K $0
Tidal Tr Ii
-9.97K
- 34.81%
N/A
18.7K $0
Wisdomtree Tr
-212
- 3.03%
N/A
6.78K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
-354
- 2.11%
N/A
16.4K $0
Nutex Health Inc
-4.64K
- 37.83%
N/A
7.63K $0
Kraneshares Trust
-2.21K
- 12.29%
N/A
15.8K $0
Veralto Corp
-85
- 0.7%
N/A
12.1K $0
United Homes Group Inc
-365
- 0.03%
N/A
1.25M $0
Servicetitan Inc
-8.19K
- 76.6%
N/A
2.5K $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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