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
SPMD
Spdr Portfolio

ETFs
-2.78K
- 11.01%
$50.21 - $57.73 $140K - $161K
22.5K $1.15M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-2.1K
- 2.01%
$83.91 - $90.87 $176K - $191K
102K $8.67M
FIX
Comfort Systems Usa Inc

Industrials
-164
- 9.87%
$313.26 - $550.27 $51.4K - $90.2K
1.5K $482K
HLI
Houlihan Lokey, Inc.

Financial Services
-978
- 18.58%
$154.43 - $187.4 $151K - $183K
4.29K $692K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.98K
- 8.85%
$102.5 - $112.02 $203K - $221K
20.4K $2.11M
A
Agilent Technologies, Inc.

Healthcare
-104
- 0.89%
$116.69 - $152.6 $12.1K - $15.9K
11.6K $1.36M
UEC
Uranium Energy Corp

Energy
-27.6K
- 63.32%
$4.77 - $8.2 $131K - $226K
16K $76K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-1.58K
- 9.91%
$21.24 - $32.31 $33.6K - $51.1K
14.4K $316K
VOX
Vanguard Communication Service

ETFs
-412
- 1.8%
$147.73 - $169.24 $60.9K - $69.7K
22.5K $3.34M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-47.4K
- 20.72%
$11.66 - $14.98 $552K - $710K
181K $2.47M
BNDX
Vanguard Total International B

ETFs
-3.42K
- 1.92%
$48.33 - $49.5 $165K - $169K
175K $8.54M
GII
Spdr S&P Global Infrasture ETF

ETFs
-3.97K
- 26.93%
$58.92 - $62.25 $234K - $247K
10.8K $666K
DSGX
Descartes Systems Group Inc

Technology
-140
- 0.95%
$96.4 - $122.5 $13.5K - $17.2K
14.5K $1.47M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-5.78K
- 13.39%
$48.13 - $51.78 $278K - $299K
37.4K $1.9M
SNDR
Schneider National, Inc.

Industrials
-3.16K
- 16.11%
$22.65 - $30.73 $71.5K - $97K
16.4K $375K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-8.89K
- 44.31%
$23.43 - $25.55 $208K - $227K
11.2K $285K
ITW
Illinois Tool Works Inc

Industrials
-386
- 2.11%
$244.9 - $274.48 $94.5K - $106K
17.9K $4.44M
HYLB
Xtrackers Usd High Yield Corp

ETFs
-5.43K
- 20.83%
$35.96 - $36.72 $195K - $199K
20.6K $745K
DSL
Double Line Income Solutions Fund

Financial Services
-15.4K
- 43.89%
$12.53 - $12.88 $193K - $199K
19.7K $248K
SF
Stifel Financial Corp

Financial Services
-623
- 5.69%
$91.62 - $117.6 $57.1K - $73.3K
10.3K $972K
VMC
Vulcan Materials CO

Basic Materials
-128
- 1.94%
$220.9 - $277.54 $28.3K - $35.5K
6.48K $1.51M
CPK
Chesapeake Utilities Corp

Utilities
-1.82K
- 27.6%
$116.55 - $130.37 $213K - $238K
4.79K $614K
CGNX
Cognex Corp

Technology
-1.79K
- 8.15%
$29.83 - $41.02 $53.3K - $73.3K
20.1K $600K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-8.02K
- 23.71%
$23.03 - $23.17 $185K - $186K
25.8K $594K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-4.06K
- 38.54%
$46.86 - $50.66 $190K - $206K
6.48K $314K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-4.75K
- 36.29%
$38.02 - $39.4 $180K - $187K
8.33K $320K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
-4.86K
- 26.47%
$39.27 - $44.5 $191K - $216K
13.5K $533K
AVLV
American Centy ETF Tr Avantis
-2.33K
- 11.9%
$63.51 - $70.42 $148K - $164K
17.2K $1.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.88K
- 4.71%
$21.23 - $23.75 $82.5K - $92.2K
78.6K $1.69M
KRC
Kilroy Realty Corp

Real Estate
-2.29K
- 16.81%
$32.02 - $40.63 $73.4K - $93.1K
11.3K $371K
PID
Invesco Exchange Traded Fd Tr

ETFs
-10K
- 20.18%
N/A
39.7K $708K
DHI
Horton D R Inc

Consumer Cyclical
-271
- 2.44%
$125.29 - $147.65 $34K - $40K
10.8K $1.38M
IIPR
Innovative Industrial Properties Inc

Real Estate
-1.04K
- 10.9%
$54.09 - $74.56 $56.3K - $77.5K
8.5K $459K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-3.61K
- 15.56%
$41.55 - $43.98 $150K - $159K
19.6K $820K
USPH
U S Physical Therapy Inc

Healthcare
-641
- 8.44%
$71.93 - $90.88 $46.1K - $58.3K
6.95K $502K
VFH
Vanguard Financial ETF

ETFs
-3.16K
- 2.13%
$114.07 - $127.34 $360K - $402K
145K $17.3M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-154
- 5.47%
$228.41 - $293.71 $35.2K - $45.2K
2.66K $634K
INFY
Infosys LTD

Technology
-2.25K
- 6.55%
$18.06 - $22.89 $40.7K - $51.5K
32.1K $585K
FANG
Diamondback Energy, Inc.

Energy
-810
- 8.39%
$139.9 - $180.18 $113K - $146K
8.84K $1.41M
VALE
Vale S.A.

Basic Materials
-22.7K
- 43.19%
$8.5 - $10.19 $193K - $231K
29.8K $297K
METV
Listed Fds Tr Roundhill Ball M

ETFs
-8.25K
- 13.5%
$13.49 - $15.51 $111K - $128K
52.9K $713K
NTRA
Natera, Inc.

Healthcare
-476
- 8.45%
$132.63 - $177.0 $63.1K - $84.3K
5.16K $729K
NBIX
Neurocrine Biosciences Inc

Healthcare
-783
- 27.05%
$107.22 - $153.29 $84K - $120K
2.11K $233K
AVB
Avalonbay Communities Inc

Real Estate
-422
- 3.21%
$207.86 - $228.08 $87.7K - $96.2K
12.7K $2.73M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.91K
- 17.81%
$33.21 - $53.49 $96.5K - $155K
13.4K $445K
MLI
Mueller Industries Inc

Industrials
-1.63K
- 15.47%
$76.14 - $82.67 $124K - $135K
8.93K $679K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-1.05K
- 21.31%
$103.96 - $122.36 $109K - $128K
3.87K $413K
SEE
Sealed Air Corp

Consumer Cyclical
-2.25K
- 11.96%
$28.9 - $35.65 $64.9K - $80.1K
16.5K $477K
FV
First Trust Dorsey Wright Focu

ETFs
-1.26K
- 6.07%
$53.91 - $63.03 $67.7K - $79.1K
19.4K $1.07M
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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