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
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-8.55K
- 29.86%
$8.92 - $11.7 $76.2K - $100K
20.1K $181K
VIS
Vanguard Industrial ETF

ETFs
-274
- 2.19%
$243.63 - $273.99 $66.8K - $75.1K
12.3K $3.04M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-21.8K
- 43.63%
$9.19 - $12.93 $200K - $281K
28.1K $314K
BBY
Best Buy CO Inc

Consumer Cyclical
-663
- 8.05%
$70.3 - $91.1 $46.6K - $60.4K
7.58K $557K
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
-2.14K
- 1.8%
$28.22 - $30.06 $60.4K - $64.3K
117K $3.33M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-2.75K
- 12.97%
$45.03 - $48.14 $124K - $132K
18.5K $853K
PLUS
Eplus Inc

Technology
-542
- 6.05%
$61.03 - $82.23 $33.1K - $44.6K
8.42K $513K
CM
Canadian Imperial Bank Of Commerce

Financial Services
-53
- 0.26%
$55.05 - $64.52 $2.92K - $3.42K
20.5K $1.16M
ESTC
Elastic N.V.

Technology
-497
- 4.91%
$89.1 - $117.76 $44.3K - $58.5K
9.63K $858K
IHDG
Wisdomtree Tr

ETFs
-3.29K
- 18.83%
$43.4 - $47.51 $143K - $156K
14.2K $614K
PCG
Pg&E Corp

Utilities
-2.31K
- 6.85%
$15.16 - $20.4 $35K - $47.1K
31.4K $539K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.32K
- 7.87%
$72.31 - $80.69 $95.3K - $106K
15.4K $1.12M
LBRT
Liberty Energy Inc.

Energy
-4.64K
- 29.58%
$14.13 - $23.12 $65.6K - $107K
11.1K $174K
DORM
Dorman Products, Inc.

Consumer Cyclical
-646
- 9.76%
$120.54 - $134.79 $77.9K - $87.1K
5.97K $719K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-265
- 29.88%
$375.96 - $484.08 $99.6K - $128K
622 $237K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-3.12K
- 5.3%
$47.33 - $47.92 $148K - $150K
55.9K $2.66M
GTES
Gates Industrial Corp PLC

Industrials
-4.71K
- 20.87%
$18.41 - $23.51 $86.6K - $111K
17.8K $328K
ROLL
Rbc Bearings Inc

Industrials
-544
- 8.15%
N/A
6.13K $1.51M
MMLG
First Tr Exc Viii First Multi

Technology
-3.15K
- 19.61%
$27.1 - $33.12 $85.3K - $104K
12.9K $352K
VNO
Vornado Realty Trust

Real Estate
-1.4K
- 9.0%
$35.4 - $43.26 $49.6K - $60.7K
14.2K $524K
QFIN
360 Digi Tech, Inc.

Financial Services
-7.06K
- 24.85%
$36.09 - $48.12 $255K - $340K
21.3K $958K
GNRC
Generac Holdings Inc.

Industrials
-324
- 10.41%
$126.65 - $164.06 $41K - $53.2K
2.79K $353K
PEGA
Pegasystems Inc

Technology
-278
- 6.06%
$68.14 - $112.29 $18.9K - $31.2K
4.31K $299K
BFC
Bank First Corp

Financial Services
-1.42K
- 12.87%
$93.72 - $106.76 $133K - $151K
9.58K $965K
MTDR
Matador Resources CO

Energy
-1.51K
- 16.46%
$44.79 - $63.77 $67.5K - $96.2K
7.65K $391K
XYLG
Global X Fds S&P 500 Covered C

ETFs
-2.89K
- 8.86%
$26.14 - $28.86 $75.4K - $83.3K
29.7K $785K
FAAR
First Trust Vii Alternative Ab

ETFs
-6.38K
- 9.28%
$27.81 - $28.97 $177K - $185K
62.3K $1.8M
CHX
Champion X Corp

Energy
-6.85K
- 21.19%
$27.3 - $31.27 $187K - $214K
25.5K $758K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-164
- 2.04%
$91.44 - $106.54 $15K - $17.5K
7.87K $719K
NOG
Northern Oil & Gas, Inc.

Energy
-936
- 7.14%
$26.89 - $42.07 $25.2K - $39.4K
12.2K $368K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-2.21K
- 20.07%
$63.91 - $70.19 $141K - $155K
8.81K $592K
HCKT
Hackett Group, Inc.

Technology
-1.59K
- 3.38%
$28.16 - $32.09 $44.7K - $50.9K
45.3K $1.32M
UTG
Reaves Utility Income Fund

Financial Services
-4.06K
- 20.56%
$31.08 - $34.42 $126K - $140K
15.7K $509K
FELE
Franklin Electric CO Inc

Industrials
-587
- 3.45%
$93.38 - $106.03 $54.8K - $62.2K
16.4K $1.54M
PINK
Simplify Exchange Traded Fds S

ETFs
-3.82K
- 31.4%
$28.87 - $31.11 $110K - $119K
8.35K $244K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
-2.71K
- 27.62%
$37.69 - $39.76 $102K - $108K
7.09K $269K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-2.37K
- 23.46%
$41.35 - $44.46 $98K - $105K
7.73K $326K
BCPC
Balchem Corp

Basic Materials
-816
- 9.7%
$154.22 - $176.16 $126K - $144K
7.6K $1.26M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-1.15K
- 15.71%
$42.58 - $59.5 $49K - $68.4K
6.17K $287K
EPAM
Epam Systems, Inc.

Technology
-574
- 8.98%
N/A
5.82K $1.08M
ROKU
Roku, Inc

Communication Services
-878
- 7.75%
$67.36 - $99.07 $59.1K - $87K
10.5K $736K
RPM
Rpm International Inc

Basic Materials
-124
- 0.99%
$114.03 - $128.31 $14.1K - $15.9K
12.4K $1.43M
PFGC
Performance Food Group CO

Consumer Defensive
-791
- 10.79%
$74.86 - $90.93 $59.2K - $71.9K
6.54K $514K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-87
- 0.62%
$113.22 - $126.36 $9.85K - $11K
13.9K $1.59M
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
-578
- 9.06%
$43.82 - $58.86 $25.3K - $34K
5.8K $264K
CSWC
Capital Southwest Corp

Financial Services
-4.96K
- 30.79%
$21.69 - $23.81 $108K - $118K
11.2K $249K
REG
Regency Centers Corp

Real Estate
-1.36K
- 18.27%
$68.83 - $77.74 $93.3K - $105K
6.06K $446K
SPXC
Spx Corp

Industrials
-8
- 0.13%
$128.78 - $154.37 $1.03K - $1.23K
6K $772K
FXI
Ishares Tr

ETFs
-9.4K
- 21.51%
$28.65 - $38.55 $269K - $362K
34.3K $1.23M
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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