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
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.87K
- 4.53%
$47.08 - $50.67 $88.1K - $94.9K
39.4K $1.98M
FTF
Franklin LTD Duration Income Trust

Financial Services
-1.41K
- 3.84%
$6.43 - $6.7 $9.08K - $9.46K
35.4K $228K
DNN
Denison Mines Corp.

Energy
-1.25K
- 4.6%
$1.3 - $2.1 $1.63K - $2.63K
25.9K $33K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-34
- 0.02%
$42.38 - $43.28 $1.44K - $1.47K
155K $6.59M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-819
- 5.61%
$14.31 - $15.69 $11.7K - $12.9K
13.8K $199K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-931
- 2.53%
$8.24 - $8.68 $7.67K - $8.08K
35.8K $295K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-105
- 2.14%
$46.77 - $52.97 $4.91K - $5.56K
4.81K $225K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-110
- 0.65%
$14.21 - $15.67 $1.56K - $1.72K
16.8K $239K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-37
- 0.3%
$29.41 - $31.79 $1.09K - $1.18K
12.1K $362K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.42K
- 5.2%
$25.81 - $28.52 $36.6K - $40.4K
25.8K $712K
NRZ
New Residential Investment Corp.

Real Estate
-1.37K
- 5.08%
N/A
25.6K $185K
CHRD
Oasis Petroleum Inc.

Energy
-7
- 0.28%
$101.34 - $127.78 $709 - $894
2.48K $279K
DBO
Invesco Db Oil Fund

ETFs
-727
- 5.4%
$13.36 - $15.88 $9.71K - $11.5K
12.7K $182K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-118
- 1.27%
$78.12 - $83.7 $9.22K - $9.88K
9.17K $739K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-1.53K
- 11.92%
$22.91 - $25.71 $35.1K - $39.4K
11.3K $287K
ILCV
Ishares Morningstar Value ETF

ETFs
-876
- 0.65%
$79.37 - $85.24 $69.5K - $74.7K
133K $10.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-5.13K
- 19.38%
$25.2 - $68.74 $129K - $352K
21.3K $630K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-166
- 1.32%
$59.43 - $63.22 $9.87K - $10.5K
12.4K $750K
POR
Portland General Electric CO

Utilities
-459
- 3.96%
$40.56 - $45.24 $18.6K - $20.8K
11.1K $496K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-270
- 2.77%
$59.15 - $62.71 $16K - $16.9K
9.49K $585K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-44
- 1.21%
$75.99 - $81.58 $3.34K - $3.59K
3.59K $274K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.23K
- 1.72%
$28.27 - $29.28 $34.7K - $36K
70.1K $2.03M
OVV
Ovintiv Inc.

Energy
-545
- 7.57%
$37.84 - $45.91 $20.6K - $25K
6.65K $284K
SHO
Sunstone Hotel Investors, Inc.

Real Estate
-697
- 3.25%
N/A
20.8K $210K
BNL
Broadstone Net Lease, Inc.

Real Estate
-2.35K
- 8.53%
$15.2 - $17.25 $35.6K - $40.5K
25.1K $428K
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-192
- 3.11%
$35.29 - $36.56 $6.78K - $7.02K
5.99K $214K
VOD
Vodafone Group Public LTD CO

Communication Services
-2.26K
- 12.46%
$8.05 - $9.86 $18.2K - $22.3K
15.9K $148K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
-327
- 4.08%
$30.59 - $33.02 $10K - $10.8K
7.69K $244K
FCAL
First Tr Iii Calif Mun High In

ETFs
-12
- 0.19%
$48.53 - $49.76 $582 - $597
6.47K $313K
GWRE
Guidewire Software, Inc.

Technology
-173
- 11.96%
$166.74 - $218.22 $28.8K - $37.8K
1.27K $238K
EVF
Eaton Vance Senior Income Trust

Financial Services
-429
- 3.77%
$5.84 - $6.28 $2.51K - $2.69K
11K $64K
MFC
Manulife Financial Corp

Financial Services
-414
- 2.14%
$28.41 - $31.82 $11.8K - $13.2K
18.9K $589K
XLP
Consumer Staples Sector Spdr

ETFs
-49
- 0.1%
N/A
49.6K $3.77M
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-1.48K
- 10.97%
$5.28 - $5.77 $7.82K - $8.55K
12K $69K
PZZA
Papa Johns International Inc

Consumer Cyclical
-121
- 0.83%
$36.01 - $51.28 $4.36K - $6.2K
14.5K $594K
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-45
- 0.95%
$48.25 - $52.09 $2.17K - $2.34K
4.71K $232K
TBK
Triumph Bancorp, Inc.

Financial Services
-45
- 0.35%
N/A
12.7K $816K
GEO
Geo Group Inc

Real Estate
-514
- 5.13%
$22.92 - $35.35 $11.8K - $18.2K
9.51K $277K
VNLA
Janus Henderson Short Duration

ETFs
-135
- 1.02%
$48.89 - $49.21 $6.6K - $6.64K
13.1K $646K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-236
- 1.42%
$14.22 - $14.83 $3.36K - $3.5K
16.3K $236K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
-658
- 3.68%
$2.52 - $2.63 $1.66K - $1.73K
17.2K $43K
THM
International Tower Hill Mines LTD

Basic Materials
-8.43K
- 29.6%
$0.45 - $0.73 $3.79K - $6.15K
20K $12K
SHEN
Shenandoah Telecommunications CO

Communication Services
-100
- 0.83%
$10.5 - $13.48 $1.05K - $1.35K
11.9K $150K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-15.6K
- 7.91%
N/A
182K $0
Canadian Pacific Kansas City
-2.29K
- 9.19%
N/A
22.6K $0
Jacobs Solutions Inc
-649
- 7.43%
N/A
8.09K $0
SWX
Southwest Gas Holdings, Inc.

Utilities
-59
- 1.71%
$68.42 - $78.18 $4.04K - $4.61K
3.39K $243K
Solventum Corp
-305
- 3.45%
N/A
8.53K $0
First Tr Exchange Traded Fd
-1.35K
- 2.25%
N/A
58.9K $0
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email