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
First Tr Exchng Traded Fd Vi
-3.34K
- 4.35%
N/A
73.5K $0
Atlas Energy Solutions Inc
-6.46K
- 20.23%
N/A
25.5K $0
Franklin Templeton Digital H
-748
- 5.94%
N/A
11.9K $0
First Tr Exchng Traded Fd Vi
-107
- 1.76%
N/A
5.96K $0
First Tr Exchng Traded Fd Vi
-459
- 1.02%
N/A
44.6K $0
Arm Holdings PLC
-451
- 9.11%
N/A
4.5K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-126
- 0.14%
N/A
89.5K $0
XONE
Bondbloxx Bloomberg One Year Target Duration Us Treasury ETF

Industrial Goods
-3.22K
- 1.78%
N/A
178K $0
First Tr Exchange Traded Fd
-1.03K
- 5.64%
N/A
17.2K $0
J P Morgan Exchange Traded F
-1.73K
- 2.63%
N/A
64.2K $0
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
-94
- 0.98%
$41.9 - $50.31 $3.94K - $4.73K
9.52K $457K
PLUG
Plug Power Inc

Industrials
-196
- 1.44%
$0.7 - $1.49 $137 - $292
13.4K $19K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-241
- 0.44%
$22.66 - $23.41 $5.46K - $5.64K
54.2K $1.27M
IVZ
Invesco Ltd.

Financial Services
-278
- 2.44%
$12.14 - $15.77 $3.37K - $4.38K
11.1K $175K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-136
- 2.16%
$34.34 - $40.99 $4.67K - $5.57K
6.16K $250K
FLHY
Franklin Templeton ETF Tr Libe

ETFs
-126
- 1.13%
$22.87 - $24.35 $2.88K - $3.07K
11K $267K
IDCC
Inter Digital, Inc.

Communication Services
-143
- 7.3%
$183.37 - $234.7 $26.2K - $33.6K
1.82K $407K
NOCT
Innovator Growth 100 Power Buf

ETFs
-1.15K
- 8.57%
$46.13 - $54.5 $53K - $62.6K
12.2K $667K
NMR
Nomura Holdings Inc

Financial Services
-658
- 3.67%
$4.95 - $6.6 $3.26K - $4.34K
17.3K $113K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-172
- 0.6%
$23.33 - $24.01 $4.01K - $4.13K
28.7K $688K
CHY
Calamos Convertible & High Income Fund

Financial Services
-698
- 5.77%
$9.18 - $10.99 $6.41K - $7.67K
11.4K $125K
LUMN
Lumen Technologies, Inc.

Communication Services
-1.51K
- 7.01%
$3.07 - $4.51 $4.65K - $6.83K
20.1K $87K
TMFX
Rbb Fd Inc Motley Fool Next In
-1.3K
- 9.52%
$15.93 - $20.46 $20.7K - $26.6K
12.4K $252K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
-3.26K
- 5.41%
$26.18 - $30.91 $85.2K - $101K
57K $1.72M
IHDG
Wisdomtree Tr

ETFs
-435
- 3.07%
$38.54 - $46.0 $16.8K - $20K
13.7K $618K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-2.04K
- 7.88%
$23.73 - $27.68 $48.3K - $56.4K
23.8K $659K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-597
- 14.01%
$42.19 - $56.47 $25.2K - $33.7K
3.66K $206K
PRVA
Privia Health Group, Inc.

Healthcare
-120
- 0.8%
$21.48 - $25.07 $2.58K - $3.01K
14.9K $343K
UA
Under Armour Inc Cl C

Consumer Cyclical
-31
- 0.22%
$4.73 - $6.59 $147 - $204
14K $90K
CRUS
Cirrus Logic, Inc.

Technology
-771
- 4.06%
$77.43 - $107.58 $59.7K - $82.9K
18.2K $1.9M
IBP
Installed Building Products, Inc.

Consumer Cyclical
-24
- 1.85%
$153.99 - $182.0 $3.7K - $4.37K
1.27K $229K
GME
Game Stop Corp.

Consumer Cyclical
-950
- 6.35%
$21.1 - $35.01 $20K - $33.3K
14K $341K
DELL
Dell Technologies Inc.

Technology
-6.24K
- 25.37%
$71.63 - $125.98 $447K - $786K
18.4K $2.25M
AB
Alliancebernstein Holding L.P.

Financial Services
-814
- 4.95%
$33.0 - $41.77 $26.9K - $34K
15.6K $638K
ALRM
Alarm.Com Holdings, Inc.

Technology
-86
- 0.62%
$49.34 - $60.68 $4.24K - $5.22K
13.8K $779K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
-585
- 1.63%
$7.2 - $8.65 $4.21K - $5.06K
35.2K $304K
CWCO
Consolidated Water Co. Ltd.

Utilities
-1.49K
- 14.95%
$22.81 - $30.14 $34K - $44.9K
8.48K $254K
NJUL
Innovator Growth 100 Power Buf

Technology
-638
- 9.66%
$56.05 - $68.06 $35.8K - $43.4K
5.97K $406K
CMC
Commercial Metals CO

Basic Materials
-161
- 2.45%
$39.2 - $50.67 $6.31K - $8.16K
6.41K $313K
DHI
Horton D R Inc

Consumer Cyclical
-69
- 0.64%
$115.1 - $129.63 $7.94K - $8.94K
10.8K $1.39M
CDW
Cdw Corp

Technology
-922
- 9.61%
$144.49 - $190.68 $133K - $176K
8.68K $1.55M
AVLV
American Centy ETF Tr Avantis
-603
- 3.5%
$56.85 - $68.21 $34.3K - $41.1K
16.6K $1.13M
JHG
Janus Henderson Group PLC

Financial Services
-227
- 2.87%
$29.47 - $38.84 $6.69K - $8.82K
7.69K $298K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-776
- 9.96%
$65.04 - $82.18 $50.5K - $63.8K
7.01K $576K
INVZ
Innoviz Technologies Ltd.

Consumer Cyclical
-100
- 0.75%
$0.51 - $1.64 $51 - $164
13.3K $21K
GAB
Gabelli Equity Trust Inc

Financial Services
-220
- 0.48%
$4.97 - $5.87 $1.09K - $1.29K
46K $267K
IYG
Ishares Tr

ETFs
-565
- 6.39%
$68.9 - $85.6 $38.9K - $48.4K
8.28K $708K
PAWZ
Proshares Tr Pet Care ETF

ETFs
-160
- 3.59%
$47.81 - $59.81 $7.65K - $9.57K
4.3K $249K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-300
- 7.5%
$49.85 - $64.51 $15K - $19.4K
3.7K $238K
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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