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
ITUB
Itau Unibanco Holding S.A.

Financial Services
-58
- 0.42%
$5.24 - $6.81 $304 - $395
13.8K $93K
NTST
Netstreit Corp.

Real Estate
-534
- 2.17%
$14.61 - $16.95 $7.8K - $9.05K
24.1K $407K
PUBM
Pub Matic, Inc.

Technology
-1.71K
- 14.4%
$7.77 - $12.44 $13.3K - $21.2K
10.1K $126K
LEAD
Siren Divcon Leaders Dividend

ETFs
-259
- 4.96%
$58.37 - $71.85 $15.1K - $18.6K
4.96K $356K
MSA
Msa Safety Inc

Industrials
-168
- 7.68%
$130.21 - $169.16 $21.9K - $28.4K
2.02K $338K
GDV
Gabelli Dividend & Income Trust

Financial Services
-567
- 3.27%
$21.11 - $26.01 $12K - $14.7K
16.8K $436K
SA
Seabridge Gold Inc

Basic Materials
-1.65K
- 11.4%
$9.75 - $14.93 $16.1K - $24.6K
12.8K $186K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-84
- 0.07%
$18.28 - $18.7 $1.54K - $1.57K
115K $2.15M
AYI
Acuity Brands Inc

Industrials
-51
- 5.32%
$223.31 - $304.18 $11.4K - $15.5K
907 $270K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.81K
- 4.82%
$22.92 - $28.05 $41.6K - $50.9K
35.8K $1.01M
YOU
Clear Secure, Inc.

Technology
-291
- 1.92%
$23.96 - $27.76 $6.97K - $8.08K
14.8K $411K
POWI
Power Integrations Inc

Technology
-365
- 4.88%
$42.13 - $59.01 $15.4K - $21.5K
7.11K $397K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-1.28K
- 2.87%
$16.37 - $18.59 $20.9K - $23.7K
43.1K $795K
AVT
Avnet Inc

Technology
-157
- 2.72%
$41.51 - $53.08 $6.52K - $8.33K
5.62K $298K
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-639
- 2.75%
$24.63 - $29.39 $15.7K - $18.8K
22.6K $651K
KBE
Spdr S&P Bank ETF

ETFs
-87
- 0.9%
$45.85 - $55.78 $3.99K - $4.85K
9.6K $535K
STBA
S&T Bancorp Inc

Financial Services
-59
- 0.19%
$32.89 - $38.76 $1.94K - $2.29K
31.2K $1.18M
ADM
Archer Daniels Midland CO

Consumer Defensive
-210
- 3.04%
$41.79 - $54.16 $8.78K - $11.4K
6.71K $353K
WDIV
Spdr S&P Global Dividend ETF

ETFs
-350
- 4.03%
$59.84 - $71.44 $20.9K - $25K
8.34K $588K
TECK
Teck Resources LTD

Basic Materials
-257
- 3.06%
$29.05 - $41.48 $7.47K - $10.7K
8.14K $328K
LXFR
Luxfer Holdings PLC

Industrials
-318
- 0.36%
$9.58 - $12.45 $3.05K - $3.96K
87.4K $1.06M
SEE
Sealed Air Corp

Consumer Cyclical
-376
- 2.27%
$23.93 - $32.95 $9K - $12.4K
16.2K $501K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-85
- 3.3%
$162.37 - $200.76 $13.8K - $17.1K
2.49K $470K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-145
- 1.76%
$26.99 - $33.86 $3.91K - $4.91K
8.1K $271K
IRMD
Iradimed Corp

Healthcare
-81
- 1.78%
$48.67 - $60.8 $3.94K - $4.92K
4.47K $266K
NTR
Nutrien Ltd.

Basic Materials
-136
- 3.27%
$46.88 - $62.89 $6.38K - $8.55K
4.02K $234K
VNT
Vontier Corp

Technology
-149
- 1.72%
$28.04 - $37.3 $4.18K - $5.56K
8.53K $314K
ICLN
Ishares

ETFs
-2.28K
- 6.36%
$10.56 - $13.31 $24.1K - $30.4K
33.6K $440K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-1.17K
- 3.39%
$33.46 - $38.01 $39.1K - $44.4K
33.3K $1.27M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-90
- 0.74%
$33.46 - $41.33 $3.01K - $3.72K
12K $497K
PIO
Invesco Exchange Traded Fd Tr

ETFs
-26
- 0.35%
$35.79 - $44.67 $931 - $1.16K
7.39K $330K
IYF
Ishares Tr

ETFs
-151
- 2.42%
$99.23 - $120.99 $15K - $18.3K
6.09K $736K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-26
- 0.22%
$109.83 - $131.67 $2.86K - $3.42K
12.1K $1.53M
VRNS
Varonis Systems Inc

Technology
-807
- 10.87%
$37.96 - $50.93 $30.6K - $41.1K
6.62K $335K
MGM
Mgm Resorts International

Consumer Cyclical
-345
- 3.33%
$25.79 - $34.95 $8.9K - $12.1K
10K $344K
GNRC
Generac Holdings Inc.

Industrials
-60
- 2.15%
$101.92 - $143.21 $6.12K - $8.59K
2.73K $390K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-77
- 0.46%
$37.78 - $44.9 $2.91K - $3.46K
16.6K $743K
JSML
Janus Detroit Str Tr Henderson

ETFs
-1.28K
- 6.77%
$54.0 - $67.45 $68.9K - $86.1K
17.6K $1.19M
TNL
Travel & Leisure Co.

Consumer Cyclical
-183
- 2.01%
$38.78 - $51.89 $7.1K - $9.5K
8.9K $459K
HROW
Harrow Health, Inc.

Healthcare
-321
- 2.61%
$22.2 - $31.61 $7.13K - $10.1K
12K $366K
FPX
First Trust Us Equity Opportun

ETFs
-330
- 12.65%
$99.2 - $144.91 $32.7K - $47.8K
2.28K $330K
INSM
Insmed Inc

Healthcare
-1.91K
- 20.13%
$64.81 - $105.9 $124K - $202K
7.59K $763K
CALM
Cal Maine Foods Inc

Consumer Defensive
-242
- 3.34%
$90.17 - $103.07 $21.8K - $24.9K
7K $697K
MTW
Manitowoc CO Inc

Industrials
-360
- 2.7%
$7.24 - $12.25 $2.61K - $4.41K
13K $155K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-559
- 6.14%
$35.38 - $48.3 $19.8K - $27K
8.54K $412K
IDV
Ishares Tr

ETFs
-11.5K
- 9.1%
$27.79 - $34.84 $320K - $402K
115K $3.97M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-434
- 1.61%
$32.67 - $39.83 $14.2K - $17.3K
26.5K $1.06M
FEM
First Trust Emerging Markets A

ETFs
-2.31K
- 3.82%
$19.94 - $24.69 $46.1K - $57.1K
58.2K $1.43M
CERT
Certara, Inc.

Healthcare
-3.97K
- 7.67%
$9.05 - $14.47 $36K - $57.5K
47.8K $559K
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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