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
TPL
Texas Pacific Land Corp

Energy
-45
- 2.0%
$1036.28 - $1430.55 $46.6K - $64.4K
2.21K $2.33M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-11.2K
- 40.87%
$54.81 - $67.78 $616K - $762K
16.3K $1.1M
CPRT
Copart Inc

Consumer Cyclical
-9.76K
- 53.64%
$47.72 - $63.84 $466K - $623K
8.44K $414K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-11.3K
- 47.34%
$58.52 - $71.7 $663K - $812K
12.6K $865K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-3.44K
- 41.97%
$157.93 - $175.89 $543K - $604K
4.75K $829K
FELE
Franklin Electric CO Inc

Industrials
-5.79K
- 35.27%
$84.21 - $95.87 $487K - $555K
10.6K $953K
CL
Colgate Palmolive CO

Consumer Defensive
-4.77K
- 10.19%
$87.57 - $96.0 $418K - $458K
42.1K $3.82M
FSIG
First Tr ETF Iv LTD Duration I
-28.6K
- 31.35%
$18.77 - $19.14 $536K - $547K
62.6K $1.2M
ALB
Albemarle Corp

Basic Materials
-5.95K
- 37.61%
$50.76 - $72.25 $302K - $430K
9.87K $618K
SQ
Block, Inc.

Technology
-9.05K
- 28.33%
N/A
22.9K $1.31M
DVN
Devon Energy Corp

Energy
-911
- 1.09%
$26.8 - $37.92 $24.4K - $34.5K
82.8K $2.63M
PIE
Invesco Exchange Traded Fd Tr

ETFs
-28.6K
- 72.12%
$15.45 - $20.94 $442K - $599K
11.1K $231K
HELE
Helen Of Troy LTD

Consumer Defensive
-294
- 1.54%
$24.48 - $53.26 $7.2K - $15.7K
18.9K $535K
HRL
Hormel Foods Corp

Consumer Defensive
-14.2K
- 17.0%
$29.11 - $31.44 $414K - $447K
69.4K $2.1M
CI
Cigna Corp

Healthcare
-1.52K
- 12.98%
$301.89 - $340.04 $460K - $518K
10.2K $3.38M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-5.76K
- 42.23%
$79.41 - $86.53 $458K - $499K
7.89K $682K
MSCI
Msci Inc.

Financial Services
-868
- 41.51%
$506.56 - $576.74 $440K - $501K
1.22K $705K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.58K
- 8.13%
$58.63 - $59.9 $503K - $514K
96.9K $5.79M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-24K
- 14.9%
$19.49 - $19.66 $468K - $472K
137K $2.7M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
-17.7K
- 17.4%
$24.96 - $25.5 $442K - $452K
84.1K $2.15M
WSFS
Wsfs Financial Corp

Financial Services
-10K
- 31.87%
$45.9 - $55.54 $460K - $557K
21.4K $1.18M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
-2.86K
- 22.93%
$162.34 - $192.15 $465K - $550K
9.63K $1.85M
TRGP
Targa Resources Corp.

Energy
-926
- 8.78%
$157.32 - $205.72 $146K - $190K
9.62K $1.68M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-5.91K
- 19.33%
$58.28 - $65.68 $344K - $388K
24.6K $1.57M
NKE
Nike, Inc.

Consumer Cyclical
-12.3K
- 20.93%
$53.27 - $72.04 $657K - $888K
46.6K $3.31M
IHF
Ishares Tr

ETFs
-2.04K
- 2.59%
$46.2 - $54.6 $94K - $111K
76.7K $3.73M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-8.98K
- 2.17%
$24.18 - $27.61 $217K - $248K
405K $10.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-4.06K
- 18.57%
$103.88 - $123.68 $422K - $502K
17.8K $2.2M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-28.5K
- 36.86%
$12.21 - $13.9 $348K - $396K
48.8K $635K
BFC
Bank First Corp

Financial Services
-4.82K
- 50.27%
$96.02 - $118.47 $463K - $571K
4.77K $560K
MKC
Mccormick & CO Inc

Consumer Defensive
-3.05K
- 11.62%
$71.11 - $82.25 $217K - $251K
23.2K $1.76M
G
Genpact LTD

Technology
-4.12K
- 12.35%
$40.65 - $50.56 $168K - $208K
29.2K $1.29M
A
Agilent Technologies, Inc.

Healthcare
-3.4K
- 29.32%
$99.29 - $120.52 $338K - $410K
8.2K $967K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-11.5K
- 34.29%
$22.66 - $26.12 $260K - $300K
22K $537K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-15.7K
- 60.93%
$22.87 - $23.14 $360K - $364K
10.1K $232K
AON
Aon PLC

Financial Services
-382
- 7.27%
$335.85 - $398.81 $128K - $152K
4.87K $1.74M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-34.5K
- 72.48%
$9.43 - $10.29 $325K - $355K
13.1K $131K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-3.46K
- 17.0%
$93.63 - $103.68 $324K - $359K
16.9K $1.75M
CVS
Cvs Health Corp

Healthcare
-7.97K
- 4.96%
$60.04 - $70.18 $479K - $559K
153K $10.5M
HYD
Vaneck High Yield Muni ETF

ETFs
-6.8K
- 61.97%
$49.08 - $51.35 $334K - $349K
4.17K $209K
LKQ
Lkq Corp

Consumer Cyclical
-161
- 0.26%
$36.86 - $43.38 $5.93K - $6.98K
62.1K $2.3M
AVUV
American Centy ETF Tr Avantis

ETFs
-10.9K
- 6.65%
$75.17 - $91.21 $820K - $994K
153K $13.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-10.9K
- 1.05%
$45.12 - $46.23 $491K - $503K
1.02M $47.4M
AMT
American Tower Corp

Real Estate
-2.81K
- 3.48%
$203.96 - $228.19 $573K - $641K
77.8K $17.2M
FEMS
First Trust Emerging Markets S

ETFs
-9.99K
- 56.11%
$32.56 - $40.98 $325K - $409K
7.81K $317K
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-6.91K
- 57.22%
$50.5 - $71.23 $349K - $492K
5.17K $349K
COLD
Americold Realty Trust

Real Estate
-2.52K
- 4.15%
$16.31 - $21.47 $41.1K - $54.1K
58.2K $967K
HALO
Halozyme Therapeutics, Inc.

Healthcare
-4.26K
- 45.74%
$47.91 - $70.14 $204K - $299K
5.06K $263K
GTLS
Chart Industries Inc

Industrials
-2.72K
- 42.85%
$115.08 - $175.5 $313K - $477K
3.62K $596K
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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