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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-262
- 3.48%
$90.21 - $112.66 $23.6K - $29.5K
7.26K $662K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.4K
- 33.7%
$69.8 - $85.28 $168K - $205K
4.72K $391K
GPC
Genuine Parts CO

Consumer Cyclical
-1.96K
- 7.89%
$105.54 - $129.09 $206K - $252K
22.8K $2.77M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-3.59K
- 41.37%
$47.55 - $50.44 $171K - $181K
5.09K $255K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-4.57K
- 12.24%
$47.29 - $53.34 $216K - $244K
32.8K $1.72M
EXPI
Exp World Holdings, Inc.

Real Estate
-17.3K
- 62.81%
$7.46 - $9.89 $129K - $171K
10.2K $93K
WY
Weyerhaeuser CO

Real Estate
-717
- 1.7%
$24.69 - $29.48 $17.7K - $21.1K
41.5K $1.07M
SHV
Ishares Tr

ETFs
-1.5K
- 3.81%
$110.06 - $110.46 $165K - $165K
37.8K $4.18M
VDC
Vanguard Consumer Staples ETF

ETFs
-769
- 3.05%
$204.89 - $224.73 $158K - $173K
24.4K $5.35M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-13.2K
- 44.19%
$10.72 - $12.16 $142K - $161K
16.7K $202K
BXSL
Blackstone Secured Lending Fund

Financial Services
-4.1K
- 18.36%
$26.88 - $32.74 $110K - $134K
18.3K $561K
FNDB
Schwab Fundamental U S Broad M

ETFs
-7.54K
- 36.51%
$20.36 - $23.98 $154K - $181K
13.1K $314K
ABR
Arbor Realty Trust Inc

Real Estate
-12.1K
- 40.68%
$8.92 - $11.89 $108K - $144K
17.7K $189K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.22K
- 2.38%
$105.23 - $109.61 $234K - $244K
91.4K $10M
VRAI
Etfis Ser Tr I Virtus Real Ass

ETFs
-5.02K
- 4.98%
$19.9 - $23.64 $99.9K - $119K
95.9K $2.21M
DV
Double Verify Holdings, Inc.

Technology
-13.3K
- 51.25%
$11.86 - $15.03 $158K - $200K
12.6K $189K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-259
- 8.66%
$196.72 - $266.32 $51K - $69K
2.73K $629K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.48K
- 6.23%
$47.02 - $47.83 $164K - $166K
52.4K $2.51M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
-6.63K
- 34.29%
$19.55 - $21.78 $130K - $144K
12.7K $263K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-6.01K
- 5.18%
$25.04 - $25.18 $151K - $151K
110K $2.77M
VLO
Valero Energy Corp

Energy
-2.07K
- 3.73%
$104.69 - $141.77 $216K - $293K
53.4K $7.18M
RE
Everest Re Group LTD

Financial Services
-393
- 23.32%
N/A
1.29K $478K
IWX
Ishares Tr Russell 200 Value E

ETFs
-1.92K
- 22.47%
$73.26 - $84.19 $141K - $162K
6.62K $557K
SNA
Snap On Inc

Industrials
-79
- 1.74%
$292.36 - $342.2 $23.1K - $27K
4.45K $1.38M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-11.7K
- 15.2%
$40.94 - $52.1 $479K - $610K
65.3K $3.4M
TECH
Bio Techne Corp

Healthcare
-796
- 5.75%
$46.66 - $58.38 $37.1K - $46.5K
13.1K $671K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-3.59K
- 23.25%
$62.35 - $83.2 $224K - $299K
11.8K $985K
SON
Sonoco Products CO

Consumer Cyclical
-2.29K
- 23.05%
$40.6 - $47.93 $92.9K - $110K
7.64K $332K
ENS
Ener Sys

Industrials
-325
- 1.75%
$78.52 - $100.4 $25.5K - $32.6K
18.3K $1.57M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-6.19K
- 43.53%
$33.89 - $46.39 $210K - $287K
8.03K $372K
INVH
Invitation Homes Inc.

Real Estate
-761
- 1.45%
$30.53 - $35.47 $23.2K - $27K
51.6K $1.69M
EGP
Eastgroup Properties Inc

Real Estate
-186
- 1.65%
$145.28 - $176.09 $27K - $32.8K
11.1K $1.85M
WPC
W. P. Carey Inc.

Real Estate
-1.32K
- 1.87%
$56.12 - $64.53 $73.9K - $84.9K
69K $4.3M
MLPA
Global X Mlp ETF

ETFs
-2.15K
- 27.12%
$46.47 - $54.16 $99.8K - $116K
5.77K $289K
K
Kellogg CO

Consumer Defensive
-1.05K
- 6.74%
$77.85 - $82.88 $81.6K - $86.9K
14.5K $1.15M
PNW
Pinnacle West Capital Corp

Utilities
-453
- 2.95%
$88.3 - $95.43 $40K - $43.2K
14.9K $1.33M
IYR
Ishares Tr

ETFs
-1.13K
- 5.04%
$84.48 - $96.25 $95K - $108K
21.2K $2.01M
VCTR
Victory Capital Holdings, Inc.

Financial Services
-2.88K
- 29.92%
$51.28 - $64.94 $148K - $187K
6.75K $429K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-448
- 1.14%
$44.37 - $50.04 $19.9K - $22.4K
39K $1.85M
IYH
Ishares Tr

ETFs
-1K
- 6.42%
$53.97 - $60.17 $54.1K - $60.3K
14.6K $825K
BLDR
Builders First Source, Inc.

Industrials
-624
- 9.9%
$105.63 - $131.12 $65.9K - $81.8K
5.68K $662K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-16.5K
- 9.75%
$21.9 - $25.54 $362K - $422K
153K $3.91M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.25K
- 14.03%
$84.41 - $106.28 $106K - $133K
7.68K $729K
VICI
Vici Properties Inc.

Real Estate
-3.79K
- 4.96%
$29.41 - $32.97 $112K - $125K
72.7K $2.37M
AAON
Aaon, Inc.

Industrials
-522
- 2.67%
$71.78 - $106.87 $37.5K - $55.8K
19K $1.4M
HUM
Humana Inc

Healthcare
-307
- 12.66%
$224.93 - $295.04 $69.1K - $90.6K
2.12K $517K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-6.72K
- 12.92%
$62.52 - $78.19 $420K - $526K
45.3K $3.52M
FTLS
First Tr Long/Short Equity ETF

ETFs
-4.22K
- 5.77%
$60.06 - $66.28 $253K - $279K
68.9K $4.57M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-3.63K
- 26.05%
$28.36 - $31.3 $103K - $113K
10.3K $316K
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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