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
HUSV
First Tr ETF Iii Horizon Manag
-127
- 0.19%
N/A
66.9K $0
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-95
- 0.98%
$24.79 - $25.26 $2.36K - $2.4K
9.61K $242K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-649
- 2.08%
$24.05 - $24.86 $15.6K - $16.1K
30.5K $758K
NHI
National Health Investors Inc

Real Estate
-310
- 5.79%
$65.79 - $76.06 $20.4K - $23.6K
5.05K $372K
IGA
Voya Global Advantage & Premium Opportunity Fund

Financial Services
-506
- 4.61%
$9.19 - $9.82 $4.65K - $4.97K
10.5K $102K
SA
Seabridge Gold Inc

Basic Materials
-200
- 1.36%
$10.47 - $13.33 $2.09K - $2.67K
14.5K $168K
ANDE
Andersons, Inc.

Consumer Defensive
-489
- 5.52%
$40.06 - $47.81 $19.6K - $23.4K
8.36K $359K
IEV
Ishares Tr Europe ETF

ETFs
-454
- 9.53%
$51.89 - $60.68 $23.6K - $27.5K
4.31K $250K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-363
- 2.27%
$38.89 - $41.6 $14.1K - $15.1K
15.6K $631K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-522
- 1.98%
$24.29 - $25.89 $12.7K - $13.5K
25.9K $653K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-32
- 0.59%
$59.63 - $64.37 $1.91K - $2.06K
5.41K $336K
NOK
Nokia Corp

Technology
-4.01K
- 13.29%
$4.43 - $5.42 $17.8K - $21.7K
26.1K $137K
SCCO
Southern Copper Corp

Basic Materials
-160
- 1.89%
$85.92 - $101.48 $13.7K - $16.2K
8.29K $774K
IBDV
Ishares Tr

Technology
-3
- 0.03%
$21.11 - $21.73 $63.3 - $65.2
11.1K $241K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-135
- 1.66%
$89.33 - $95.17 $12.1K - $12.8K
8.02K $740K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-977
- 1.88%
$44.68 - $46.49 $43.7K - $45.4K
50.9K $2.36M
SU
Suncor Energy Inc

Energy
-989
- 6.77%
$34.27 - $40.63 $33.9K - $40.2K
13.6K $527K
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-486
- 3.24%
$27.77 - $31.75 $13.5K - $15.4K
14.5K $439K
AB
Alliancebernstein Holding L.P.

Financial Services
-272
- 1.63%
$35.0 - $40.73 $9.52K - $11.1K
16.5K $630K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-99
- 0.48%
$94.87 - $96.11 $9.39K - $9.51K
20.3K $1.95M
OGS
One Gas, Inc.

Utilities
-159
- 3.99%
$67.77 - $76.05 $10.8K - $12.1K
3.83K $289K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.4K
- 1.44%
$20.2 - $22.24 $28.2K - $31K
95.3K $2.05M
DBE
Invesco Db Energy Fund

ETFs
-487
- 2.24%
$18.43 - $20.34 $8.98K - $9.91K
21.3K $416K
FILL
Ishares Inc Msci Global Energy

ETFs
-300
- 2.68%
$22.61 - $24.93 $6.78K - $7.48K
10.9K $271K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
-434
- 0.56%
$15.0 - $15.91 $6.51K - $6.9K
76.9K $1.2M
RELX
Relx PLC

Communication Services
-3.36K
- 8.93%
$45.34 - $51.91 $152K - $174K
34.3K $1.73M
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
-2.23K
- 2.16%
$22.72 - $24.14 $50.6K - $53.7K
101K $2.37M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-17
- 0.08%
$21.84 - $23.31 $371 - $396
20.9K $476K
FUBO
Fubo Tv Inc.

Communication Services
-32
- 0.25%
$1.41 - $5.46 $45.1 - $175
12.6K $36K
ADC
Agree Realty Corp

Real Estate
-355
- 4.87%
$68.36 - $77.19 $24.3K - $27.4K
6.94K $535K
IJUL
Innovator Etfs Tr

ETFs
-585
- 2.04%
$27.58 - $29.96 $16.1K - $17.5K
28K $816K
NJR
New Jersey Resources Corp

Utilities
-14
- 0.14%
$45.25 - $49.37 $634 - $691
9.89K $485K
TD
Toronto Dominion Bank

Financial Services
-593
- 6.58%
$53.12 - $61.15 $31.5K - $36.3K
8.42K $504K
PINS
Pinterest, Inc.

Communication Services
-233
- 1.42%
$29.79 - $40.0 $6.94K - $9.32K
16.2K $501K
HURN
Huron Consulting Group Inc.

Industrials
-33
- 1.93%
$121.09 - $152.46 $4K - $5.03K
1.68K $240K
SHW
Sherwin Williams CO

Basic Materials
-624
- 2.35%
$330.16 - $365.55 $206K - $228K
25.9K $9.06M
GD
General Dynamics Corp

Industrials
-507
- 2.76%
$241.94 - $272.58 $123K - $138K
17.9K $4.87M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-36
- 0.25%
$65.44 - $70.64 $2.36K - $2.54K
14.1K $962K
HMN
Horace Mann Educators Corp

Financial Services
-138
- 1.04%
$36.56 - $43.12 $5.05K - $5.95K
13.2K $562K
FLBR
Franklin Templeton ETF Tr

ETFs
-40
- 0.22%
$14.0 - $16.96 $560 - $678
17.8K $293K
FTGC
First Trust Global Tactical CO

ETFs
-2.58K
- 3.72%
$23.95 - $25.86 $61.8K - $66.8K
66.7K $1.7M
OSIS
Osi Systems Inc

Technology
-3
- 0.17%
$153.35 - $219.6 $460 - $659
1.72K $334K
NXST
Nexstar Media Group, Inc.

Communication Services
-41
- 1.54%
$146.34 - $182.75 $6K - $7.49K
2.63K $471K
VFMV
Vanguard Wellington Fd

ETFs
-151
- 1.12%
$119.38 - $128.27 $18K - $19.4K
13.4K $1.69M
FCPT
Four Corners Property Trust, Inc.

Real Estate
-21
- 0.05%
$26.26 - $29.31 $551 - $616
43.4K $1.25M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-17
- 0.21%
$162.48 - $175.37 $2.76K - $2.98K
8.19K $1.42M
MFG
Mizuho Financial Group Inc

Financial Services
-1.79K
- 1.38%
$4.83 - $6.04 $8.64K - $10.8K
128K $705K
IXC
Ishares Tr Global Energy ETF

ETFs
-8.95K
- 7.76%
$38.48 - $42.16 $344K - $377K
106K $4.47M
DFAI
Dimensional ETF Tr

ETFs
-12
- 0.03%
$28.88 - $32.4 $347 - $389
38.9K $1.21M
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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