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
AVA
Avista Corp

Utilities
-632
- 9.83%
$36.94 - $42.43 $23.3K - $26.8K
5.8K $220K
TTC
Toro CO

Industrials
-581
- 13.87%
$63.51 - $77.8 $36.9K - $45.2K
3.61K $255K
CPT
Camden Property Trust

Real Estate
-80
- 1.94%
$106.53 - $122.8 $8.52K - $9.82K
4.04K $455K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-2.36K
- 21.15%
$22.63 - $26.95 $53.5K - $63.7K
8.81K $237K
SUI
Sun Communities Inc

Real Estate
-251
- 3.41%
$114.62 - $132.25 $28.8K - $33.2K
7.12K $900K
DIV
Global X Superdividend Us ETF

ETFs
-2.8K
- 14.73%
N/A
16.2K $278K
ZM
Zoom Video Communications, Inc.

Technology
-1.05K
- 13.29%
$66.7 - $84.62 $70.3K - $89.2K
6.87K $536K
MINO
Pimco ETF Tr Municipal Income

ETFs
-381
- 0.63%
$43.42 - $45.15 $16.5K - $17.2K
59.8K $2.64M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-2.66K
- 24.45%
$23.66 - $29.99 $62.8K - $79.7K
8.21K $246K
IVT
Inven Trust Properties Corp.

Real Estate
-629
- 4.26%
$25.97 - $29.73 $16.3K - $18.7K
14.1K $387K
PHG
Koninklijke Philips Nv

Healthcare
-1.28K
- 12.71%
$21.67 - $25.64 $27.7K - $32.8K
8.78K $210K
AOS
Smith A O Corp

Industrials
-758
- 3.48%
$59.63 - $70.52 $45.2K - $53.5K
21K $1.38M
SIGI
Selective Insurance Group Inc

Financial Services
-311
- 8.38%
$82.37 - $92.83 $25.6K - $28.9K
3.4K $294K
IYE
Ishares Tr

ETFs
-194
- 2.3%
$40.36 - $49.67 $7.83K - $9.64K
8.25K $373K
KFY
Korn Ferry

Industrials
-912
- 21.24%
$59.48 - $74.54 $54.2K - $68K
3.38K $248K
UNM
Unum Group

Financial Services
-457
- 4.8%
$70.48 - $82.91 $32.2K - $37.9K
9.05K $731K
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-1.19K
- 5.88%
$31.58 - $37.56 $37.5K - $44.6K
19K $702K
UFCS
United Fire Group Inc

Financial Services
-739
- 2.76%
$25.7 - $29.65 $19K - $21.9K
26.1K $747K
CLF
Cleveland Cliffs Inc.

Basic Materials
-3.5K
- 14.41%
$5.83 - $8.88 $20.4K - $31.1K
20.8K $158K
LNT
Alliant Energy Corp

Utilities
-11
- 0.11%
$58.79 - $64.85 $647 - $713
10.2K $617K
MUJ
Blackrock Muniholdings New Jersey Quality Fund, Inc.

Financial Services
-2.71K
- 7.69%
$10.68 - $11.35 $29K - $30.8K
32.6K $356K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-4.44K
- 11.33%
$15.5 - $20.28 $68.8K - $90.1K
34.8K $704K
VEGI
Ishares Inc Msci Global Agricu

ETFs
-1.87K
- 16.05%
$33.43 - $41.08 $62.5K - $76.8K
9.78K $393K
VALE
Vale S.A.

Basic Materials
-3.06K
- 10.24%
$8.26 - $10.1 $25.2K - $30.9K
26.8K $259K
USL
United States 12 Month Oil Fund, LP

ETFs
-151
- 1.41%
$31.74 - $38.84 $4.79K - $5.86K
10.6K $371K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-16
- 0.8%
$97.78 - $126.44 $1.56K - $2.02K
1.97K $209K
DBE
Invesco Db Energy Fund

ETFs
-722
- 3.39%
$16.8 - $20.54 $12.1K - $14.8K
20.5K $382K
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
-2.26K
- 12.18%
$1.66 - $3.61 $3.75K - $8.16K
16.3K $28K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-876
- 3.0%
$42.51 - $43.7 $37.2K - $38.3K
28.3K $1.24M
IUS
Invesco Ex Traded Self Indx Fd

ETFs
-809
- 17.16%
$43.78 - $51.5 $35.4K - $41.7K
3.91K $201K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-807
- 3.71%
$11.76 - $13.64 $9.49K - $11K
20.9K $265K
IRBO
Ishares Robotics & Artificial

ETFs
-950
- 10.18%
N/A
8.38K $268K
OMAB
Central North Airport Group

Industrials
-1.28K
- 32.8%
$72.48 - $106.35 $93K - $136K
2.63K $277K
GFL
Gfl Environmental Inc.

Industrials
-866
- 13.38%
$42.93 - $51.58 $37.2K - $44.7K
5.6K $282K
SPMD
Spdr Portfolio

ETFs
-1.87K
- 8.29%
$44.89 - $54.38 $83.8K - $101K
20.6K $1.12M
EPAM
Epam Systems, Inc.

Technology
-162
- 2.78%
N/A
5.66K $1.05M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-1.46K
- 2.09%
$28.18 - $29.22 $41.3K - $42.8K
68.6K $2M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-2
- 0.02%
$110.23 - $131.5 $220 - $263
8.53K $1.05M
EDV
Vanguard Extended Duration Tre

ETFs
-227
- 5.69%
$62.83 - $72.45 $14.3K - $16.4K
3.76K $253K
SFNC
Simmons First National Corp

Financial Services
-195
- 1.22%
$17.39 - $20.55 $3.39K - $4.01K
15.8K $298K
ASPN
Aspen Aerogels Inc

Industrials
-3.27K
- 15.94%
$4.31 - $6.63 $14.1K - $21.7K
17.3K $102K
HLN
Haleon PLC

Healthcare
-3.33K
- 5.32%
$9.27 - $11.41 $30.9K - $38K
59.2K $614K
FCAL
First Tr Iii Calif Mun High In

ETFs
-515
- 7.97%
$47.18 - $49.3 $24.3K - $25.4K
5.95K $285K
JKHY
Henry Jack & Associates Inc

Technology
-88
- 1.7%
$163.54 - $186.02 $14.4K - $16.4K
5.08K $915K
WCN
Waste Connections, Inc.

Industrials
-8
- 0.26%
$183.26 - $199.95 $1.47K - $1.6K
3.07K $573K
MANH
Manhattan Associates Inc

Technology
-336
- 20.84%
$143.9 - $197.47 $48.4K - $66.3K
1.28K $251K
GWW
W.W. Grainger, Inc.

Industrials
-236
- 5.65%
$919.93 - $1101.66 $217K - $260K
3.94K $4.1M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-1.28K
- 13.08%
$43.98 - $54.23 $56.2K - $69.3K
8.49K $460K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
-33.9K
- 9.56%
$8.65 - $10.52 $293K - $357K
321K $3.37M
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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