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
TGT
Target Corp

Consumer Defensive
-12.2K
- 27.45%
$88.76 - $105.77 $1.08M - $1.29M
32.2K $3.17M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
-21.8K
- 59.21%
$67.28 - $97.53 $1.46M - $2.12M
15K $1.46M
AFL
Aflac Inc

Financial Services
-7.31K
- 6.68%
$99.77 - $112.45 $729K - $822K
102K $10.8M
FTA
First Tr Large Cap Value

ETFs
-19.6K
- 18.71%
$67.12 - $78.63 $1.31M - $1.54M
85K $6.68M
VHT
Vanguard Health Care ETF

ETFs
-379
- 0.53%
$236.71 - $261.92 $89.7K - $99.3K
71K $17.6M
RSG
Republic Services, Inc.

Industrials
-5.44K
- 29.95%
$227.2 - $258.07 $1.24M - $1.4M
12.7K $3.14M
ITT
Itt Inc.

Industrials
-10.2K
- 77.02%
$112.67 - $157.95 $1.15M - $1.61M
3.05K $478K
PTEU
Pacer Fds Tr Trendpilot Europe

ETFs
-53.7K
- 25.68%
$24.29 - $28.74 $1.3M - $1.54M
155K $4.46M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-20.5K
- 23.41%
$73.7 - $90.98 $1.51M - $1.86M
67K $6.1M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-22.1K
- 72.98%
$49.48 - $61.22 $1.09M - $1.35M
8.17K $498K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-17.1K
- 3.77%
$77.74 - $78.78 $1.33M - $1.35M
436K $34.3M
COPX
Global X Copper Miners ETF

ETFs
-31.8K
- 67.84%
$31.24 - $45.59 $995K - $1.45M
15.1K $679K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-14K
- 15.72%
$82.21 - $83.12 $1.15M - $1.17M
75.2K $6.23M
ICLR
Icon PLC

Healthcare
-6.2K
- 78.01%
$126.62 - $168.7 $785K - $1.05M
1.75K $254K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.94K
- 2.71%
$83.97 - $92.85 $498K - $551K
213K $18.8M
COST
Costco Wholesale Corp

Consumer Defensive
-3.14K
- 6.84%
$908.13 - $1056.85 $2.85M - $3.32M
42.8K $42.4M
IWS
Ishares Russell Midcap Value E

ETFs
-10.8K
- 16.44%
$110.58 - $132.14 $1.2M - $1.43M
55K $7.27M
ADBE
Adobe Inc.

Technology
-2.86K
- 11.44%
$340.0 - $420.68 $971K - $1.2M
22.1K $8.55M
FXI
Ishares Tr

ETFs
-28.4K
- 82.92%
$29.59 - $37.41 $842K - $1.06M
5.86K $215K
LGOV
First Tr ETF Iv Long Duration

ETFs
-46.1K
- 18.14%
$20.73 - $21.92 $956K - $1.01M
208K $4.46M
VONE
Vanguard Russell 1000 ETF

ETFs
-6.86K
- 20.0%
$225.48 - $280.86 $1.55M - $1.93M
27.4K $7.7M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
-11K
- 51.69%
$82.93 - $99.12 $911K - $1.09M
10.3K $1.02M
LECO
Lincoln Electric Holdings Inc

Industrials
-5.42K
- 50.21%
$167.18 - $211.38 $906K - $1.15M
5.37K $1.11M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-9.12K
- 12.91%
$100.04 - $100.54 $912K - $917K
61.5K $6.19M
MGV
Vanguard Mega Cap Value

ETFs
-10.4K
- 5.53%
$114.87 - $131.25 $1.19M - $1.36M
177K $23.3M
STN
Stantec Inc

Industrials
-13.1K
- 63.43%
$78.92 - $109.58 $1.04M - $1.44M
7.56K $822K
CRS
Carpenter Technology Corp

Industrials
-5.7K
- 77.72%
$151.3 - $276.38 $863K - $1.58M
1.64K $451K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-26.5K
- 17.24%
$58.41 - $72.69 $1.55M - $1.92M
127K $9.23M
WSO
Watsco Inc

Industrials
-1.14K
- 23.18%
$421.84 - $520.66 $480K - $593K
3.77K $1.67M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-17.3K
- 23.8%
$62.73 - $78.42 $1.08M - $1.35M
55.3K $4.29M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-41.6K
- 18.64%
$19.44 - $19.56 $809K - $814K
182K $3.55M
INDA
Ishares Msci India Index Fund

ETFs
-17.3K
- 44.34%
$49.13 - $55.86 $848K - $965K
21.7K $1.21M
OGE
Oge Energy Corp.

Utilities
-16.2K
- 44.34%
$42.23 - $46.38 $685K - $753K
20.4K $903K
AVUS
American Centy ETF Tr Avantis

ETFs
-15.3K
- 16.66%
$81.38 - $100.82 $1.25M - $1.54M
76.6K $7.72M
ZTS
Zoetis Inc.

Healthcare
-3.31K
- 12.34%
$144.41 - $170.3 $477K - $563K
23.5K $3.66M
KMB
Kimberly Clark Corp

Consumer Defensive
-1.35K
- 3.21%
$126.84 - $145.22 $172K - $196K
40.7K $5.25M
PAA
Plains All American Pipeline LP

Energy
-35.1K
- 73.54%
$16.03 - $20.28 $562K - $711K
12.6K $231K
VDE
Vanguard Energy ETF

ETFs
-1.36K
- 2.58%
$105.87 - $130.56 $144K - $178K
51.5K $6.13M
WHR
Whirlpool Corp

Consumer Cyclical
-8.24K
- 74.91%
$75.71 - $101.42 $624K - $835K
2.76K $279K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-9.61K
- 7.79%
$77.94 - $79.5 $749K - $764K
114K $9.04M
NSP
Insperity, Inc.

Industrials
-2.84K
- 15.93%
$58.55 - $89.92 $166K - $255K
15K $901K
T
At&T Inc.

Communication Services
-44.7K
- 4.89%
$26.33 - $28.94 $1.18M - $1.29M
869K $25.1M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-17.6K
- 16.38%
$30.93 - $34.56 $544K - $608K
89.9K $2.98M
VTR
Ventas, Inc.

Real Estate
-5.01K
- 7.67%
$62.45 - $70.08 $313K - $351K
60.4K $3.81M
FISV
Fiserv Inc

Technology
-5.45K
- 21.25%
N/A
20.2K $2.53M
VGLT
Vanguard Long Term Treasury Et

ETFs
-10.6K
- 18.24%
$53.66 - $58.71 $567K - $620K
47.3K $2.66M
BROS
Dutch Bros Inc.

Consumer Cyclical
-13.7K
- 32.98%
$51.37 - $73.72 $703K - $1.01M
27.8K $1.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.39K
- 11.69%
$99.37 - $134.05 $238K - $321K
18.1K $2.05M
CLX
Clorox CO

Consumer Defensive
-1.85K
- 11.63%
$118.01 - $148.69 $218K - $275K
14K $1.69M
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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