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
PIE
Invesco Exchange Traded Fd Tr

ETFs
-18.5K
- 31.81%
$18.18 - $19.42 $336K - $359K
39.7K $721K
AEIS
Advanced Energy Industries Inc

Industrials
-111
- 0.59%
$94.8 - $131.54 $10.5K - $14.6K
18.6K $1.77M
FMHI
First Tr ETF Iii Municipal Hig

ETFs
-7.59K
- 13.55%
$47.47 - $48.84 $360K - $371K
48.4K $2.31M
HSCZ
Ishares Tr Currency Hedged Msc

ETFs
-11.7K
- 64.11%
$31.4 - $33.22 $368K - $389K
6.56K $211K
LII
Lennox International Inc

Industrials
-494
- 26.98%
$553.05 - $666.93 $273K - $329K
1.34K $749K
GTLS
Chart Industries Inc

Industrials
-358
- 5.34%
$141.99 - $218.35 $50.8K - $78.2K
6.34K $915K
KEY
Keycorp

Financial Services
-16.9K
- 21.78%
$15.15 - $18.3 $256K - $310K
60.8K $971K
SANM
Sanmina Corp

Technology
-4.84K
- 19.79%
$73.38 - $90.52 $355K - $438K
19.6K $1.49M
IR
Ingersoll Rand Inc.

Industrials
-2.75K
- 25.6%
$79.44 - $94.23 $218K - $259K
7.98K $638K
GWW
W.W. Grainger, Inc.

Industrials
-53
- 1.25%
$953.54 - $1132.42 $50.5K - $60K
4.18K $4.13M
SUB
Ishares Short Term National Mu

ETFs
-3.12K
- 17.06%
$105.3 - $106.24 $328K - $331K
15.1K $1.6M
ABR
Arbor Realty Trust Inc

Real Estate
-19K
- 38.84%
$11.68 - $13.98 $221K - $265K
29.9K $350K
ALB
Albemarle Corp

Basic Materials
-1.2K
- 7.03%
$69.95 - $97.49 $83.7K - $117K
15.8K $1.14M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.3K
- 10.3%
$25.05 - $25.16 $334K - $335K
116K $2.92M
FRT
Federal Realty Investment Trust

Real Estate
-41
- 0.18%
$94.7 - $111.82 $3.88K - $4.58K
22.4K $2.19M
PSCT
Invesco S&P Smallcap Informati

ETFs
-2.5K
- 8.84%
$40.08 - $50.4 $100K - $126K
25.8K $1.03M
ASX
Ase Technology Holding Co., Ltd.

Technology
-7.63K
- 4.01%
$8.76 - $11.36 $66.8K - $86.7K
183K $1.6M
GPC
Genuine Parts CO

Consumer Cyclical
-3.2K
- 11.45%
$115.91 - $129.02 $371K - $413K
24.8K $2.95M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-2.04K
- 15.35%
$122.03 - $134.83 $249K - $275K
11.2K $1.38M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-1.05K
- 25.94%
$246.3 - $299.62 $258K - $314K
2.99K $784K
AGZ
Ishares Agency Bond ETF

ETFs
-3.27K
- 10.18%
$107.46 - $109.48 $351K - $358K
28.9K $3.16M
HWKN
Hawkins Inc

Basic Materials
-900
- 7.12%
$101.28 - $122.97 $91.2K - $111K
11.7K $1.24M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.64K
- 4.56%
$156.61 - $168.02 $256K - $275K
34.2K $5.5M
CCL
Carnival Corp

Consumer Cyclical
-3.01K
- 6.56%
$19.08 - $28.49 $57.4K - $85.6K
42.8K $836K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-1.43K
- 3.51%
$18.53 - $29.07 $26.4K - $41.4K
39.2K $743K
IGM
Ishares Expanded Tech Sector E

ETFs
-685
- 3.37%
$90.67 - $108.46 $62.1K - $74.3K
19.7K $1.78M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-15.5K
- 6.5%
$19.42 - $19.54 $302K - $304K
223K $4.35M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-6.18K
- 12.08%
$41.74 - $43.57 $258K - $269K
45K $1.9M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-5.76K
- 53.72%
$47.09 - $50.46 $271K - $290K
4.96K $236K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-9.66K
- 48.34%
$26.45 - $28.62 $256K - $277K
10.3K $273K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-9.55K
- 33.29%
$20.76 - $29.81 $198K - $285K
19.1K $397K
ISCB
International Speedway Corp

ETFs
-691
- 1.29%
$53.73 - $61.7 $37.1K - $42.6K
52.8K $2.86M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-4.12K
- 25.43%
$106.31 - $123.73 $438K - $510K
12.1K $1.49M
SWKS
Skyworks Solutions, Inc.

Technology
-789
- 8.65%
$64.12 - $93.96 $50.6K - $74.1K
8.34K $538K
GMED
Globus Medical Inc

Healthcare
-1.02K
- 5.0%
$69.68 - $93.32 $71.3K - $95.5K
19.4K $1.42M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-1.53K
- 7.63%
$119.84 - $136.1 $183K - $208K
18.5K $2.23M
AVSU
American Centy ETF Tr Avantis

ETFs
-3.55K
- 34.0%
$61.4 - $69.08 $218K - $246K
6.9K $430K
FEP
First Trust Europe Alphadex Fu

ETFs
-14.4K
- 22.01%
$35.43 - $42.94 $511K - $619K
51.1K $2.09M
JSML
Janus Detroit Str Tr Henderson

ETFs
-2.6K
- 12.1%
$58.87 - $69.7 $153K - $181K
18.9K $1.15M
MRNA
Moderna, Inc.

Healthcare
-3.54K
- 30.42%
$28.35 - $47.53 $100K - $168K
8.09K $229K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
-5.29K
- 49.07%
$44.11 - $47.04 $233K - $249K
5.49K $244K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-10.4K
- 12.78%
$23.32 - $23.84 $242K - $247K
70.8K $1.66M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-3.95K
- 13.97%
$43.72 - $51.15 $173K - $202K
24.3K $1.07M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.24K
- 12.21%
$93.57 - $120.35 $116K - $149K
8.93K $854K
QJUN
First Tr ETF
-7.63K
- 29.35%
$26.45 - $29.15 $202K - $222K
18.4K $485K
FTV
Fortive Corp

Technology
-3.08K
- 35.93%
$71.82 - $82.98 $221K - $255K
5.48K $401K
SKYT
Sky Water Technology, Inc

Technology
-7.5K
- 27.17%
$7.06 - $15.69 $53K - $118K
20.1K $142K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-3.79K
- 23.33%
$61.9 - $66.89 $235K - $254K
12.5K $791K
ITT
Itt Inc.

Industrials
-351
- 2.58%
$128.71 - $153.88 $45.2K - $54K
13.3K $1.71M
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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