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
AFRM
Affirm Holdings, Inc.

Technology
-278
- 4.98%
$43.7 - $80.98 $12.1K - $22.5K
5.31K $239K
TPR
Tapestry, Inc.

Consumer Cyclical
-1.86K
- 30.84%
$65.63 - $89.21 $122K - $166K
4.18K $294K
AKAM
Akamai Technologies Inc

Technology
-1.1K
- 4.69%
N/A
22.3K $2.02M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-3.73K
- 24.8%
$27.64 - $28.58 $103K - $107K
11.3K $323K
FYT
First Trust Small Cap

ETFs
-354
- 2.42%
$48.74 - $56.7 $17.3K - $20.1K
14.3K $709K
ELS
Equity Lifestyle Properties Inc

Real Estate
-1.44K
- 12.35%
$64.36 - $69.32 $92.4K - $99.5K
10.2K $679K
ES
Eversource Energy

Utilities
-2.92K
- 15.74%
$55.63 - $63.8 $163K - $187K
15.7K $972K
HROW
Harrow Health, Inc.

Healthcare
-227
- 1.81%
$22.22 - $36.67 $5.04K - $8.32K
12.3K $327K
FDS
Factset Research Systems Inc

Financial Services
-134
- 11.04%
$427.5 - $476.51 $57.3K - $63.9K
1.08K $491K
HLN
Haleon PLC

Healthcare
-14.4K
- 18.66%
$9.02 - $10.67 $130K - $153K
62.6K $643K
PMM
Putnam Managed Municipal Income Trust

Financial Services
-16.1K
- 29.25%
$5.99 - $6.38 $96.4K - $103K
38.9K $238K
LSTR
Landstar System Inc

Industrials
-229
- 9.28%
$146.63 - $177.82 $33.6K - $40.7K
2.24K $336K
TTC
Toro CO

Industrials
-701
- 14.33%
$71.86 - $87.28 $50.4K - $61.2K
4.19K $304K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-2.15K
- 16.14%
$36.56 - $38.35 $78.6K - $82.5K
11.2K $413K
CYBR
Cyber Ark Software Ltd.

Technology
-286
- 13.1%
$312.8 - $414.31 $89.5K - $118K
1.9K $641K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-641
- 3.84%
$37.9 - $43.9 $24.3K - $28.1K
16K $614K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-1.86K
- 17.63%
$48.32 - $51.22 $89.8K - $95.2K
8.69K $436K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-3.33K
- 14.16%
$34.17 - $38.11 $114K - $127K
20.2K $745K
LEAD
Siren Divcon Leaders Dividend

ETFs
-1.12K
- 17.7%
$63.83 - $69.34 $71.7K - $77.9K
5.22K $338K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-3.51K
- 23.26%
$24.6 - $24.99 $86.3K - $87.7K
11.6K $289K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-527
- 3.52%
$10.98 - $17.34 $5.79K - $9.14K
14.4K $167K
IEO
Ishares Tr

ETFs
-1.06K
- 27.8%
$86.02 - $99.13 $91.1K - $105K
2.75K $260K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-2.39K
- 15.97%
$25.27 - $28.3 $60.5K - $67.8K
12.6K $327K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.03K
- 3.07%
$27.83 - $30.18 $28.8K - $31.2K
32.6K $911K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-1.51K
- 6.4%
$35.21 - $37.69 $53K - $56.8K
22K $785K
ITGR
Integer Holdings Corp

Healthcare
-253
- 7.93%
$115.16 - $144.36 $29.1K - $36.5K
2.94K $346K
VCTR
Victory Capital Holdings, Inc.

Financial Services
-68
- 0.7%
$55.84 - $70.58 $3.8K - $4.8K
9.63K $557K
CHH
Choice Hotels International Inc

Consumer Cyclical
-387
- 14.34%
$127.89 - $155.97 $49.5K - $60.4K
2.31K $306K
KFRC
Kforce Inc

Industrials
-64
- 0.67%
$48.42 - $56.93 $3.1K - $3.64K
9.49K $464K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-382
- 8.57%
$99.42 - $126.15 $38K - $48.2K
4.07K $432K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-2.59K
- 4.86%
$66.9 - $71.57 $173K - $185K
50.6K $3.56M
UMBF
Umb Financial Corp

Financial Services
-315
- 8.4%
$98.0 - $122.56 $30.9K - $38.6K
3.44K $347K
HOLX
Hologic Inc

Healthcare
-553
- 14.2%
$60.7 - $73.77 $33.6K - $40.8K
3.34K $206K
NOCT
Innovator Growth 100 Power Buf

ETFs
-999
- 6.94%
$49.54 - $52.84 $49.5K - $52.8K
13.4K $665K
XT
Ishares Tr Exponential Technol

ETFs
-127
- 0.41%
$57.56 - $64.0 $7.31K - $8.13K
30.6K $1.76M
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-1.25K
- 12.17%
$37.37 - $42.55 $46.6K - $53K
8.99K $355K
MTW
Manitowoc CO Inc

Industrials
-7.14K
- 34.87%
$8.4 - $12.16 $60K - $86.8K
13.3K $114K
ALV
Autoliv Inc

Consumer Cyclical
-604
- 19.26%
$87.68 - $102.7 $53K - $62K
2.53K $223K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-4.44K
- 9.09%
$15.88 - $17.78 $70.5K - $79K
44.4K $775K
FE
Firstenergy Corp

Utilities
-2.43K
- 5.04%
$37.95 - $43.5 $92.4K - $106K
45.9K $1.85M
CUBA
Herzfeld Caribbean Basin Fund Inc

Financial Services
-32.5K
- 56.43%
$2.3 - $2.7 $74.8K - $87.8K
25.1K $67K
KAPR
Innovator U.S. Small Cap Power

ETFs
-200
- 0.6%
$30.82 - $33.62 $6.16K - $6.72K
33.4K $1.03M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-5.71K
- 34.63%
$11.4 - $11.96 $65.1K - $68.3K
10.8K $124K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-30
- 0.42%
$81.1 - $94.7 $2.43K - $2.84K
7.12K $577K
BXSL
Blackstone Secured Lending Fund

Financial Services
-2.1K
- 8.6%
$31.3 - $34.5 $65.8K - $72.6K
22.4K $723K
IEX
Idex Corp

Industrials
-170
- 13.29%
$178.23 - $224.31 $30.3K - $38.1K
1.11K $200K
RGA
Reinsurance Group Of America Inc

Financial Services
-2
- 0.05%
$186.01 - $231.1 $372 - $462
3.88K $763K
RE
Everest Re Group LTD

Financial Services
-171
- 9.21%
N/A
1.69K $624K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
-2.58K
- 22.6%
$32.66 - $36.43 $84.3K - $94K
8.84K $309K
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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