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
SUB
Ishares Short Term National Mu

ETFs
-1.19K
- 7.88%
$104.77 - $106.34 $125K - $127K
13.9K $1.48M
BALT
Innovator Etfs Tr
-3.85K
- 33.65%
$30.33 - $32.1 $117K - $123K
7.58K $243K
POR
Portland General Electric CO

Utilities
-1.72K
- 15.44%
$39.96 - $44.75 $68.7K - $76.9K
9.41K $382K
POOL
Pool Corp

Industrials
-179
- 7.83%
$285.0 - $325.66 $51K - $58.3K
2.11K $613K
SHYD
Vaneck Short High Yield Muni E

ETFs
-5.05K
- 31.62%
$21.84 - $22.79 $110K - $115K
10.9K $246K
DTE
Dte Energy CO

Utilities
-203
- 1.38%
$127.39 - $139.49 $25.9K - $28.3K
14.5K $1.92M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-6.39K
- 20.69%
$27.46 - $33.2 $175K - $212K
24.5K $813K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-3.65K
- 35.25%
$30.7 - $44.12 $112K - $161K
6.7K $291K
APO
Apollo Global Management, Inc.

Financial Services
-1.18K
- 9.45%
$108.68 - $145.07 $128K - $171K
11.3K $1.6M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-3.58K
- 18.32%
$39.59 - $44.69 $142K - $160K
16K $714K
O
Realty Income Corp

Real Estate
-1.01K
- 0.9%
$52.27 - $58.52 $52.8K - $59.1K
111K $6.4M
APLE
Apple Hospitality Reit, Inc.

Real Estate
-3.85K
- 8.47%
$10.66 - $12.92 $41.1K - $49.8K
41.6K $485K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
-2.88K
- 1.54%
$23.58 - $24.2 $67.9K - $69.6K
184K $4.43M
VPU
Vanguard Utilities ETF

ETFs
-1.95K
- 4.56%
$158.36 - $178.82 $309K - $349K
40.8K $7.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-778
- 0.77%
$121.58 - $136.74 $94.6K - $106K
101K $13.7M
SXI
Standex International Corp

Industrials
-523
- 14.59%
$130.91 - $162.93 $68.5K - $85.2K
3.06K $479K
PCEF
Invesco Cef Income Composite E

ETFs
-6.66K
- 15.01%
$16.85 - $19.54 $112K - $130K
37.7K $737K
LII
Lennox International Inc

Industrials
-198
- 14.81%
$508.76 - $605.77 $101K - $120K
1.14K $652K
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-9.48K
- 27.16%
$9.13 - $10.58 $86.5K - $100K
25.4K $268K
TIPZ
Pimco ETF Tr Broad Us Tips Ind

ETFs
-1.7K
- 26.71%
$52.26 - $53.83 $88.9K - $91.6K
4.67K $248K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1.57K
- 12.46%
$21.02 - $26.3 $33K - $41.3K
11K $232K
ROUS
Hartford Multifactor Us Equity

ETFs
-6.82K
- 7.4%
$45.36 - $53.69 $309K - $366K
85.4K $4.58M
HMOP
Hartford Fds Exchange Traded T

ETFs
-2.1K
- 3.03%
$37.54 - $38.74 $78.8K - $81.3K
67K $2.57M
CQP
Cheniere Energy Partners, L.P.

Energy
-207
- 2.65%
$54.61 - $68.04 $11.3K - $14.1K
7.61K $426K
WST
West Pharmaceutical Services Inc

Healthcare
-230
- 3.01%
$190.39 - $227.7 $43.8K - $52.4K
7.41K $1.62M
MPW
Medical Properties Trust Inc

Real Estate
-6.35K
- 17.73%
$4.31 - $5.91 $27.4K - $37.5K
29.5K $126K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.64K
- 2.77%
$18.94 - $21.67 $50K - $57.2K
92.6K $1.96M
ALC
Alcon Inc

Healthcare
-499
- 7.45%
$82.88 - $98.3 $41.4K - $49.1K
6.2K $547K
AMH
American Homes 4 Rent

Real Estate
-741
- 2.12%
$32.8 - $39.31 $24.3K - $29.1K
34.3K $1.24M
MPLX
Mplx LP

Energy
-1.36K
- 16.39%
$46.68 - $53.89 $63.4K - $73.2K
6.93K $356K
FTI
Technip Fmc PLC

Energy
-4.34K
- 18.86%
$23.18 - $35.33 $101K - $153K
18.7K $643K
AVNT
Avient Corp

Basic Materials
-456
- 3.14%
$28.93 - $39.01 $13.2K - $17.8K
14.1K $455K
CINF
Cincinnati Financial Corp

Financial Services
-699
- 4.06%
$126.6 - $151.6 $88.5K - $106K
16.5K $2.46M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-7.14K
- 19.55%
$10.78 - $11.28 $77K - $80.6K
29.4K $327K
OPCH
Option Care Health, Inc.

Healthcare
-1.41K
- 9.98%
$30.69 - $34.95 $43.3K - $49.3K
12.7K $413K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-2.59K
- 12.53%
$34.72 - $36.92 $89.8K - $95.4K
18K $666K
DSL
Double Line Income Solutions Fund

Financial Services
-5.81K
- 29.48%
$11.15 - $12.57 $64.8K - $73.1K
13.9K $170K
FYT
First Trust Small Cap

ETFs
-1.75K
- 12.29%
$42.78 - $50.73 $75K - $89K
12.5K $631K
NFG
National Fuel Gas CO

Energy
-1.5K
- 16.4%
$73.0 - $86.01 $109K - $129K
7.64K $647K
KJUL
Innovator U.S. Small Cap Power

Technology
-3.99K
- 12.25%
$25.96 - $29.2 $104K - $117K
28.6K $835K
RIG
Transocean Ltd.

Energy
-4.16K
- 3.73%
$2.13 - $3.32 $8.87K - $13.8K
107K $278K
SAIA
Saia Inc

Industrials
-55
- 6.91%
$236.65 - $374.8 $13K - $20.6K
741 $203K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-973
- 11.2%
$95.74 - $115.54 $93.2K - $112K
7.71K $881K
UTHR
United Therapeutics Corp

Healthcare
-118
- 6.1%
$276.47 - $328.4 $32.6K - $38.8K
1.82K $521K
USFD
Us Foods Holding Corp.

Consumer Defensive
-3.02K
- 21.88%
$60.47 - $79.12 $182K - $239K
10.8K $829K
OHI
Omega Healthcare Investors Inc

Real Estate
-650
- 1.9%
$35.55 - $39.05 $23.1K - $25.4K
33.6K $1.23M
AGNC
Agnc Investment Corp.

Real Estate
-2.53K
- 1.98%
$8.12 - $9.49 $20.6K - $24K
125K $1.15M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.64K
- 14.4%
$78.98 - $90.1 $129K - $147K
9.73K $876K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-1.75K
- 28.47%
N/A
4.39K $178K
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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