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
IWP
Ishares Russell Mid Cap Growth

ETFs
-5.68K
- 6.11%
$114.9 - $139.6 $653K - $793K
87.2K $10.3M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-30.9K
- 76.99%
$47.6 - $51.91 $1.47M - $1.6M
9.22K $445K
VCR
Vanguard Consumer Discretionar

ETFs
-1.36K
- 6.77%
$318.51 - $391.75 $433K - $532K
18.7K $6.09M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-42.4K
- 12.59%
$74.85 - $84.89 $3.18M - $3.6M
295K $24.1M
FTA
First Tr Large Cap Value

ETFs
-18.6K
- 15.1%
$74.42 - $80.34 $1.38M - $1.49M
105K $8.02M
EMR
Emerson Electric CO

Industrials
-686
- 0.75%
$108.64 - $131.17 $74.5K - $90K
91.3K $10M
SHV
Ishares Tr

ETFs
-11.9K
- 23.17%
$110.11 - $110.51 $1.31M - $1.31M
39.3K $4.34M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-5.74K
- 20.07%
$131.2 - $160.72 $753K - $922K
22.9K $3.02M
MMS
Maximus, Inc.

Industrials
-15.8K
- 82.6%
$64.34 - $79.68 $1.01M - $1.26M
3.32K $226K
RYLD
Global X Fds Russell 2000 Cove

ETFs
-70.2K
- 70.29%
$14.93 - $16.85 $1.05M - $1.18M
29.7K $447K
TECK
Teck Resources LTD

Basic Materials
-28K
- 76.92%
$36.43 - $43.86 $1.02M - $1.23M
8.39K $305K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-43.7K
- 34.53%
$24.66 - $26.1 $1.08M - $1.14M
82.8K $2.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-621
- 1.66%
$497.6 - $606.74 $309K - $377K
36.8K $18.3M
SQ
Block, Inc.

Technology
-3.1K
- 8.84%
$54.04 - $92.95 $167K - $288K
32K $1.83M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-8.57K
- 18.91%
$78.26 - $95.21 $670K - $816K
36.7K $2.87M
CARR
Carrier Global Corp

Industrials
-10.8K
- 11.84%
$62.07 - $70.55 $670K - $761K
80.4K $5.1M
XLI
Industrial Sector Spdr

ETFs
-7.8K
- 6.87%
$128.78 - $141.67 $1M - $1.11M
106K $13.9M
PSN
Parsons Corp

Industrials
-2.33K
- 8.14%
$55.35 - $96.44 $129K - $225K
26.3K $1.56M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-23.1K
- 30.82%
$44.81 - $46.22 $1.03M - $1.07M
51.8K $2.33M
CDNS
Cadence Design Systems Inc

Technology
-2K
- 16.15%
$233.96 - $324.52 $467K - $648K
10.4K $2.64M
FVD
First Tr Value Line Divid Inde

ETFs
-35.7K
- 6.57%
$42.61 - $45.51 $1.52M - $1.63M
508K $22.6M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-44.6K
- 16.06%
$24.5 - $24.95 $1.09M - $1.11M
233K $5.77M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-400
- 1.71%
$522.96 - $601.18 $209K - $240K
23K $12.3M
EIX
Edison International

Utilities
-3.45K
- 8.58%
$50.06 - $80.01 $173K - $276K
36.7K $2.17M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-18.1K
- 37.21%
$61.46 - $66.32 $1.11M - $1.2M
30.6K $2.01M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-5.3K
- 3.29%
$76.17 - $85.05 $404K - $451K
155K $12M
VBK
Vanguard Small Cap Growth ETF

ETFs
-338
- 1.02%
$247.97 - $296.33 $83.8K - $100K
32.8K $8.25M
OTIS
Otis Worldwide Corp

Industrials
-12.4K
- 39.61%
$90.77 - $104.01 $1.13M - $1.29M
19K $1.96M
FTCS
First Trust Capital Strength E

ETFs
-15.7K
- 6.07%
$86.39 - $91.35 $1.36M - $1.44M
243K $21.8M
RGTI
Rigetti Computing, Inc.

Technology
-48.3K
- 64.18%
$6.05 - $19.51 $292K - $943K
27K $213K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-45.9K
- 21.99%
$20.64 - $20.73 $947K - $951K
163K $3.37M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-44.8K
- 39.92%
$20.82 - $22.08 $934K - $990K
67.5K $1.45M
MBB
Ishares Tr

ETFs
-14.2K
- 7.59%
$90.37 - $94.08 $1.28M - $1.33M
173K $16.2M
IDEV
Ishares Core Msci Intl Develop

ETFs
-19.3K
- 21.47%
$63.77 - $71.36 $1.23M - $1.38M
70.6K $4.87M
PPG
Ppg Industries Inc

Basic Materials
-6.54K
- 34.01%
$107.44 - $124.29 $702K - $813K
12.7K $1.39M
AXP
American Express CO

Financial Services
-614
- 2.33%
$255.39 - $325.87 $157K - $200K
25.7K $6.91M
EA
Electronic Arts Inc.

Communication Services
-6.02K
- 65.51%
$116.53 - $146.29 $702K - $881K
3.17K $458K
SOUN
Soundhound Ai, Inc.

Technology
-8.63K
- 12.7%
$8.12 - $20.62 $70.1K - $178K
59.3K $481K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-15.5K
- 8.39%
$49.25 - $50.66 $762K - $784K
169K $8.39M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-18.1K
- 9.55%
$49.22 - $51.73 $892K - $937K
172K $8.67M
VIG
Vanguard Dividend Appreciation

ETFs
-4.64K
- 2.54%
N/A
178K $32.5M
BALT
Innovator Etfs Tr
-25.7K
- 69.23%
$31.31 - $31.89 $805K - $820K
11.4K $358K
CSX
Csx Corp

Industrials
-9.73K
- 5.38%
$29.11 - $33.67 $283K - $327K
171K $5.03M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-8.75K
- 7.94%
$128.74 - $138.67 $1.13M - $1.21M
101K $13.8M
EFV
Msci Eafe Value ETF

ETFs
-63.9K
- 13.87%
$51.88 - $60.73 $3.32M - $3.88M
397K $23.4M
FNV
Franco Nevada Corp

Basic Materials
-7.87K
- 68.97%
$120.72 - $157.56 $950K - $1.24M
3.54K $557K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-10.3K
- 10.37%
$81.83 - $82.73 $844K - $854K
89.2K $7.38M
CL
Colgate Palmolive CO

Consumer Defensive
-9.93K
- 17.49%
$85.68 - $97.5 $851K - $968K
46.9K $4.39M
TWLO
Twilio Inc

Communication Services
-6.24K
- 43.27%
$94.9 - $148.35 $593K - $926K
8.19K $801K
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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