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
NVEE
Nv5 Global, Inc.

Industrials
-5.65K
- 36.23%
$15.12 - $23.09 $85.5K - $131K
9.95K $229K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-3.59K
- 20.85%
$19.58 - $19.93 $70.4K - $71.6K
13.6K $271K
FBK
Fb Financial Corp

Financial Services
-751
- 2.16%
$39.93 - $46.97 $30K - $35.3K
34K $1.54M
IGE
Ishares Tr North Amern Nat Res

ETFs
-904
- 3.83%
$38.21 - $46.01 $34.5K - $41.6K
22.7K $1M
SUN
Sunoco LP

Energy
-191
- 1.48%
$50.38 - $59.13 $9.62K - $11.3K
12.7K $681K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-2.52K
- 4.43%
$19.43 - $20.13 $49K - $50.8K
54.4K $1.07M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.94K
- 28.22%
$39.93 - $46.67 $77.5K - $90.5K
4.93K $230K
EXP
Eagle Materials Inc

Basic Materials
-185
- 12.5%
$193.68 - $241.95 $35.8K - $44.8K
1.3K $261K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-238
- 4.75%
$78.47 - $92.25 $18.7K - $22K
4.78K $387K
VNLA
Janus Henderson Short Duration

ETFs
-1.32K
- 10.07%
$48.74 - $49.2 $64.5K - $65.1K
11.8K $581K
PID
Invesco Exchange Traded Fd Tr

ETFs
-3.59K
- 9.04%
N/A
36.1K $644K
OGS
One Gas, Inc.

Utilities
-690
- 18.03%
$71.59 - $81.38 $49.4K - $56.2K
3.14K $225K
XYLG
Global X Fds S&P 500 Covered C

ETFs
-3.49K
- 11.77%
$23.63 - $27.55 $82.5K - $96.2K
26.2K $721K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-524
- 9.41%
$41.37 - $53.28 $21.7K - $27.9K
5.04K $225K
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
-273
- 0.8%
$47.13 - $52.52 $12.9K - $14.3K
33.7K $1.7M
TFLO
Ishares Treasury Floating Rate

ETFs
-1.21K
- 0.81%
$50.47 - $50.66 $61.2K - $61.5K
149K $7.55M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1.41K
- 26.11%
$55.73 - $68.72 $78.7K - $97.1K
4K $274K
HRB
H&R Block Inc

Consumer Cyclical
-1.14K
- 13.98%
$54.32 - $63.04 $61.7K - $71.6K
6.99K $383K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-5.37K
- 30.93%
$10.51 - $11.34 $56.4K - $60.9K
12K $133K
NSA
National Storage Affiliates Trust

Real Estate
-222
- 3.04%
$31.82 - $39.04 $7.06K - $8.67K
7.07K $226K
WRB
Berkley W R Corp

Financial Services
-1.41K
- 7.77%
$64.28 - $75.17 $90.8K - $106K
16.8K $1.23M
AWF
Alliancebernstein Global High Income Fund Inc

Financial Services
-6.31K
- 20.23%
$9.73 - $11.03 $61.4K - $69.6K
24.9K $274K
AIZ
Assurant, Inc.

Financial Services
-219
- 15.94%
$179.73 - $211.56 $39.4K - $46.3K
1.16K $228K
AVTR
Avantor, Inc.

Basic Materials
-1.58K
- 11.54%
$11.94 - $16.29 $18.8K - $25.7K
12.1K $162K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-2.91K
- 3.48%
N/A
80.8K $1.64M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-944
- 9.7%
N/A
8.79K $548K
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
-8.52K
- 11.81%
$25.48 - $31.98 $217K - $272K
63.6K $2.03M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-47
- 0.52%
$32.45 - $40.68 $1.53K - $1.91K
8.94K $297K
ONON
On Holding Ag

Consumer Cyclical
-2.11K
- 32.87%
$37.65 - $60.68 $79.4K - $128K
4.31K $224K
BAH
Booz Allen Hamilton Holding Corp

Industrials
-522
- 11.41%
$99.97 - $129.69 $52.2K - $67.7K
4.05K $421K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-3.38K
- 28.83%
$23.18 - $30.7 $78.3K - $104K
8.34K $236K
KORP
American Centy ETF Tr Diversif

ETFs
-1.3K
- 7.71%
$45.37 - $47.07 $58.9K - $61.1K
15.5K $730K
ANDE
Andersons, Inc.

Consumer Defensive
-74
- 0.88%
$31.51 - $43.57 $2.33K - $3.22K
8.29K $304K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-8.83K
- 11.9%
$45.98 - $56.15 $406K - $496K
65.4K $3.67M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.27K
- 9.41%
$93.5 - $113.21 $119K - $144K
12.3K $1.39M
AME
Ametek Inc

Industrials
-557
- 10.51%
$151.41 - $182.75 $84.3K - $102K
4.74K $858K
GBF
Ishares Tr

ETFs
-538
- 8.0%
$101.99 - $104.66 $54.9K - $56.3K
6.19K $646K
IRT
Independence Realty Trust, Inc.

Real Estate
-486
- 3.83%
$17.41 - $21.38 $8.46K - $10.4K
12.2K $216K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-14.3K
- 34.64%
$3.35 - $3.97 $48K - $56.9K
27K $107K
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
-2.86K
- 27.71%
$24.21 - $29.58 $69.3K - $84.6K
7.46K $220K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-685
- 8.54%
$81.66 - $93.76 $55.9K - $64.2K
7.33K $687K
BRT
Brt Apartments Corp.

Real Estate
-1.43K
- 6.63%
$14.95 - $16.6 $21.4K - $23.7K
20.1K $314K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
-3.45K
- 22.47%
$23.95 - $29.34 $82.6K - $101K
11.9K $349K
HASI
Hannon Armstrong Sustainable Infrastructure Capital, Inc.

Real Estate
-781
- 6.11%
$22.73 - $29.21 $17.8K - $22.8K
12K $322K
UMH
Umh Properties, Inc.

Real Estate
-2
- 0.01%
$16.36 - $18.82 $32.7 - $37.6
26.3K $440K
GRMN
Garmin LTD

Technology
-62
- 1.41%
$173.63 - $218.07 $10.8K - $13.5K
4.34K $905K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.1K
- 14.76%
$43.89 - $45.45 $48.3K - $50K
6.35K $286K
AWR
American States Water CO

Utilities
-479
- 6.97%
$75.1 - $81.3 $36K - $38.9K
6.39K $490K
LBRT
Liberty Energy Inc.

Energy
-227
- 2.05%
$10.0 - $16.08 $2.27K - $3.65K
10.8K $124K
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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