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
AGX
Argan Inc

Industrials
-369
- 15.12%
$104.05 - $185.35 $38.4K - $68.4K
2.07K $271K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
-1.2K
- 15.52%
$40.87 - $45.28 $49.2K - $54.5K
6.55K $271K
ARGX
Argenx Se

Healthcare
-61
- 5.75%
$571.0 - $671.75 $34.8K - $41K
1K $591K
FDT
First Trust Developed Markets

ETFs
-4.64K
- 9.19%
$53.51 - $60.98 $249K - $283K
45.9K $2.67M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-1
- 0.01%
$91.68 - $109.93 $91.7 - $110
9.6K $899K
BOCT
Innovator U.S. Equity Buffer E

ETFs
-1.18K
- 16.82%
$41.53 - $44.57 $49K - $52.6K
5.84K $245K
VOYA
Voya Financial, Inc.

Financial Services
-788
- 20.72%
$65.1 - $75.67 $51.3K - $59.6K
3.02K $204K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
-702
- 1.19%
$71.9 - $77.57 $50.5K - $54.5K
58.2K $4.32M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-1.47K
- 6.82%
$42.93 - $44.71 $63.2K - $65.8K
20.1K $881K
CRAI
Cra International, Inc.

Industrials
-104
- 3.9%
$172.33 - $210.97 $17.9K - $21.9K
2.57K $444K
MGA
Magna International Inc

Consumer Cyclical
-97
- 1.46%
$33.99 - $41.85 $3.3K - $4.06K
6.56K $223K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.13K
- 20.99%
$46.53 - $53.12 $52.7K - $60.1K
4.26K $200K
GFL
Gfl Environmental Inc.

Industrials
-1.77K
- 21.45%
$41.72 - $48.8 $73.7K - $86.2K
6.47K $312K
MGNI
Magnite, Inc.

Communication Services
-327
- 2.92%
$11.41 - $21.17 $3.73K - $6.92K
10.9K $124K
CVCO
Cavco Industries Inc.

Consumer Cyclical
-204
- 28.33%
$431.31 - $539.1 $88K - $110K
516 $268K
WSFS
Wsfs Financial Corp

Financial Services
-254
- 0.8%
$49.95 - $59.33 $12.7K - $15.1K
31.5K $1.63M
FTSL
First Trust Senior Ln Fund

ETFs
-106
- 0.13%
$45.65 - $46.48 $4.84K - $4.93K
79K $3.61M
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-235
- 13.5%
$154.39 - $176.55 $36.3K - $41.5K
1.51K $236K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-1.65K
- 15.7%
$24.88 - $26.85 $41K - $44.3K
8.85K $223K
GEF
Greif, Inc

Consumer Cyclical
-398
- 8.39%
$54.57 - $62.45 $21.7K - $24.9K
4.35K $238K
RVPH
Reviva Pharmaceuticals Holdings, Inc.

Healthcare
-2.5K
- 4.17%
$0.95 - $2.08 $2.38K - $5.2K
57.5K $54K
REPX
Riley Exploration Permian, Inc.

Energy
-323
- 2.22%
$26.92 - $37.12 $8.7K - $12K
14.2K $415K
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
-1.36K
- 10.41%
$28.69 - $31.94 $39K - $43.4K
11.7K $343K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-2.16K
- 19.9%
$28.11 - $32.0 $60.7K - $69.1K
8.69K $267K
OMFL
Invesco Exchange Traded Self I

ETFs
-188
- 0.47%
$52.19 - $57.45 $9.81K - $10.8K
40K $2.13M
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
-398
- 1.04%
$1.4 - $2.67 $557 - $1.06K
37.9K $53K
STBA
S&T Bancorp Inc

Financial Services
-221
- 0.7%
$35.43 - $41.22 $7.83K - $9.11K
31.2K $1.16M
DD
Du Pont De Nemours, Inc.

Basic Materials
-242
- 1.4%
$72.7 - $84.32 $17.6K - $20.4K
17K $1.27M
MEDP
Medpace Holdings, Inc.

Healthcare
-33
- 2.58%
$304.69 - $360.97 $10.1K - $11.9K
1.25K $379K
SLF
Sun Life Financial Inc

Financial Services
-353
- 2.93%
$54.05 - $59.19 $19.1K - $20.9K
11.7K $670K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
-6.23K
- 12.29%
$7.89 - $8.07 $49.2K - $50.3K
44.5K $354K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-256
- 0.54%
$37.4 - $39.42 $9.57K - $10.1K
47.3K $1.79M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-1.16K
- 6.68%
$46.74 - $47.55 $54.4K - $55.3K
16.2K $772K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-10
- 0.02%
$39.81 - $42.17 $398 - $422
43.2K $1.74M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.91K
- 8.96%
$33.84 - $37.77 $132K - $148K
39.7K $1.45M
SRLN
Ssga Active Trust

ETFs
-720
- 3.26%
$41.02 - $41.99 $29.5K - $30.2K
21.4K $879K
POCT
Innovator U.S. Equity Power Bu

ETFs
-663
- 2.83%
$38.53 - $40.49 $25.5K - $26.8K
22.7K $883K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-4.2K
- 10.38%
$10.81 - $11.42 $45.3K - $47.9K
36.2K $393K
DFAX
Dimensional ETF Tr
-2.79K
- 12.16%
$24.45 - $27.2 $68.2K - $75.9K
20.2K $528K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.03K
- 0.36%
$59.78 - $60.03 $61.4K - $61.7K
288K $17.2M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.37K
- 3.62%
$20.7 - $21.15 $28.4K - $29.1K
36.6K $757K
MAIN
Main Street Capital Corp

Financial Services
-162
- 1.03%
$54.71 - $63.1 $8.86K - $10.2K
15.6K $879K
IRT
Independence Realty Trust, Inc.

Real Estate
-2.95K
- 18.85%
$18.23 - $21.8 $53.8K - $64.3K
12.7K $269K
BANF
Bancfirst Corp

Financial Services
-150
- 4.53%
$108.28 - $123.19 $16.2K - $18.5K
3.16K $347K
PHG
Koninklijke Philips Nv

Healthcare
-1.52K
- 13.14%
$24.92 - $28.61 $37.9K - $43.5K
10.1K $255K
CGXU
Capital Group Intl Focus Equit

ETFs
-426
- 0.3%
$24.48 - $26.59 $10.4K - $11.3K
139K $3.41M
KRE
Spdr S&P Regional Banking ETF

ETFs
-197
- 2.73%
$55.11 - $65.5 $10.9K - $12.9K
7.03K $399K
HAWX
Ishares Tr Currency Hedged Msc

ETFs
-1.62K
- 10.54%
$32.01 - $34.37 $51.8K - $55.6K
13.7K $458K
FJP
First Trust Japan Alphadex Fun

ETFs
-2.04K
- 8.46%
$49.98 - $57.59 $102K - $117K
22.1K $1.21M
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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