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
USRT
Ishares Core U.S. Reit ETF

ETFs
-5.39K
- 40.58%
$50.37 - $57.97 $271K - $312K
7.89K $446K
JACK
Jack In The Box Inc

Consumer Cyclical
-1.11K
- 3.7%
$16.83 - $28.8 $18.6K - $31.9K
28.8K $502K
BIDU
Baidu, Inc.

Communication Services
-2.87K
- 28.31%
$76.86 - $92.5 $221K - $265K
7.27K $623K
HAL
Halliburton CO

Energy
-2.96K
- 6.03%
$19.26 - $25.7 $56.9K - $75.9K
46K $938K
RPM
Rpm International Inc

Basic Materials
-2.11K
- 17.05%
$96.97 - $117.58 $204K - $248K
10.3K $1.13M
HYHG
Proshares High Yield Interest

ETFs
-4.79K
- 49.61%
$61.25 - $64.99 $294K - $311K
4.87K $315K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-3.98K
- 14.65%
$94.92 - $114.85 $377K - $457K
23.2K $2.66M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-572
- 8.6%
$419.99 - $501.97 $240K - $287K
6.08K $2.94M
NVO
Novo Nordisk A S

Healthcare
-3.63K
- 3.91%
$58.08 - $81.05 $211K - $294K
89.2K $6.16M
FTC
First Tr Lge Cap Growth

ETFs
-6.41K
- 18.5%
$116.97 - $150.97 $749K - $967K
28.2K $4.26M
VOX
Vanguard Communication Service

ETFs
-4.61K
- 20.46%
$133.12 - $171.03 $614K - $789K
17.9K $3.07M
FCPT
Four Corners Property Trust, Inc.

Real Estate
-7.33K
- 16.88%
$26.06 - $28.7 $191K - $210K
36.1K $970K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-15K
- 39.5%
$17.99 - $18.99 $270K - $285K
23K $436K
PPG
Ppg Industries Inc

Basic Materials
-2.9K
- 22.87%
$91.66 - $115.04 $266K - $334K
9.78K $1.11M
PPL
Ppl Corp

Utilities
-3.14K
- 4.16%
$33.45 - $36.5 $105K - $115K
72.4K $2.45M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-9.6K
- 14.23%
$18.68 - $21.54 $179K - $207K
57.9K $1.18M
FANG
Diamondback Energy, Inc.

Energy
-508
- 5.74%
$119.25 - $161.49 $60.6K - $82K
8.34K $1.15M
STE
Steris PLC

Healthcare
-1.32K
- 36.27%
$208.55 - $252.55 $275K - $333K
2.31K $555K
INTC
Intel Corp

Technology
-9.02K
- 4.28%
$18.13 - $22.69 $164K - $205K
202K $4.52M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-9.55K
- 7.57%
$19.39 - $20.21 $185K - $193K
117K $2.29M
FXN
First Tr Exchange Traded Fd Fi

ETFs
-14.7K
- 50.12%
$12.88 - $16.75 $189K - $245K
14.6K $221K
AWK
American Water Works Company, Inc.

Utilities
-1.05K
- 7.63%
$133.82 - $151.96 $140K - $159K
12.7K $1.76M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-7.5K
- 6.96%
$28.02 - $32.37 $210K - $243K
100K $3.18M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.56K
- 5.91%
$51.68 - $52.76 $287K - $293K
88.6K $4.67M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-2.97K
- 21.06%
$61.03 - $67.59 $181K - $201K
11.1K $711K
FDX
Fedex Corp

Industrials
-5
- 0.03%
$198.07 - $245.17 $990 - $1.23K
15.1K $3.44M
LVHD
Franklin U.S. Low Volatility H

ETFs
-513
- 0.26%
$37.37 - $40.85 $19.2K - $21K
198K $7.89M
BR
Broadridge Financial Solutions, Inc.

Technology
-1.01K
- 8.66%
$217.22 - $246.25 $219K - $248K
10.6K $2.58M
HON
Honeywell International Inc

Industrials
-6.52K
- 10.76%
$182.86 - $232.88 $1.19M - $1.52M
54.1K $12.6M
CBRE
Cbre Group, Inc.

Real Estate
-2.77K
- 17.24%
$113.94 - $140.12 $315K - $388K
13.3K $1.86M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-3.95K
- 8.21%
$42.44 - $49.08 $168K - $194K
44.2K $2.11M
ONTO
Onto Innovation Inc.

Technology
-336
- 3.44%
$88.5 - $133.37 $29.7K - $44.8K
9.44K $952K
DBC
Invesco Db Commodity Index Tracking Fund

ETFs
-9.25K
- 21.78%
$20.16 - $23.26 $186K - $215K
33.2K $724K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.19K
- 5.07%
$29.07 - $29.38 $238K - $241K
153K $4.49M
SONY
Sony Group Corp

Technology
-11.7K
- 10.17%
$21.24 - $26.88 $248K - $314K
103K $2.68M
SNX
Td Synnex Corp

Technology
-2.71K
- 62.65%
$95.81 - $137.79 $260K - $374K
1.62K $219K
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-3.77K
- 20.39%
$106.81 - $136.49 $402K - $514K
14.7K $2.01M
VPC
Etfis Ser Tr I Virtus Private

ETFs
-8.72K
- 10.05%
$18.5 - $21.18 $161K - $185K
78.1K $1.6M
CHD
Church & Dwight CO Inc

Consumer Defensive
-159
- 1.08%
$91.57 - $110.76 $14.6K - $17.6K
14.5K $1.4M
ABC
Amerisourcebergen Corp

Healthcare
-1.19K
- 6.29%
N/A
17.7K $3.28M
EQIX
Equinix Inc

Real Estate
-63
- 0.77%
$740.07 - $914.43 $46.6K - $57.6K
8.11K $6.45M
FMF
First Trust Managed Futures St

ETFs
-3.35K
- 5.12%
$44.79 - $46.43 $150K - $156K
62.1K $2.81M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.95K
- 37.1%
$33.38 - $40.81 $199K - $243K
10.1K $410K
FAAR
First Trust Vii Alternative Ab

ETFs
-4.69K
- 7.52%
$25.68 - $29.03 $120K - $136K
57.7K $1.6M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-10.9K
- 7.03%
$20.16 - $20.49 $221K - $224K
145K $2.96M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-8.39K
- 3.41%
$22.54 - $23.17 $189K - $194K
237K $5.46M
OXY
Occidental Petroleum Corp

Energy
-180
- 0.71%
$36.11 - $49.33 $6.5K - $8.88K
25.1K $1.05M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-5.93K
- 15.35%
$41.05 - $48.17 $243K - $286K
32.7K $1.58M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-7.25K
- 22.69%
$19.12 - $22.36 $139K - $162K
24.7K $527K
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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