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
VMI
Valmont Industries Inc

Industrials
-11
- 0.72%
$285.37 - $376.98 $3.14K - $4.15K
1.52K $434K
MAV
Pioneer Municipal High Income Advantage Fund, Inc.

Financial Services
-3.7K
- 6.82%
$8.34 - $8.69 $30.8K - $32.1K
50.5K $421K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-220
- 1.9%
$83.18 - $89.27 $18.3K - $19.6K
11.4K $949K
UFPI
Ufp Industries Inc

Basic Materials
-143
- 4.35%
$103.91 - $118.67 $14.9K - $17K
3.14K $336K
ADM
Archer Daniels Midland CO

Consumer Defensive
-294
- 4.08%
$45.22 - $52.17 $13.3K - $15.3K
6.92K $331K
ICLN
Ishares

ETFs
-3.03K
- 7.79%
$10.94 - $11.86 $33.2K - $36K
35.9K $410K
LCID
Lucid Group, Inc.

Consumer Cyclical
-8.05K
- 35.91%
$2.03 - $3.48 $16.3K - $28K
14.4K $34K
HYD
Vaneck High Yield Muni ETF

ETFs
-476
- 4.16%
$50.79 - $52.53 $24.2K - $25K
11K $561K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-404
- 18.37%
$107.24 - $116.37 $43.3K - $47K
1.8K $208K
FENY
Fidelity Covington Tr Msci Ene

ETFs
-4.94K
- 8.98%
$23.24 - $26.16 $115K - $129K
50.1K $1.28M
IDA
Idacorp Inc

Utilities
-532
- 11.79%
$105.58 - $119.04 $56.2K - $63.3K
3.98K $462K
EWJ
Ishares Msci Japan ETF

ETFs
-521
- 13.85%
$65.24 - $71.7 $34K - $37.4K
3.24K $222K
VNQI
Vanguard Global Ex U.S. Real

ETFs
-854
- 13.83%
$38.22 - $41.19 $32.6K - $35.2K
5.32K $215K
FPX
First Trust Us Equity Opportun

ETFs
-67
- 2.5%
$106.21 - $143.53 $7.12K - $9.62K
2.61K $291K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-1.22K
- 4.68%
$24.07 - $24.5 $29.2K - $29.8K
24.8K $600K
ICE
Intercontinental Exchange, Inc.

Financial Services
-5.02K
- 14.06%
$142.8 - $176.36 $716K - $884K
30.6K $5.29M
UA
Under Armour Inc Cl C

Consumer Cyclical
-808
- 5.46%
$5.95 - $7.79 $4.81K - $6.29K
14K $83K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
-3.21K
- 15.37%
$3.0 - $4.24 $9.62K - $13.6K
17.7K $55K
NJUL
Innovator Growth 100 Power Buf

Technology
-116
- 1.73%
$59.98 - $64.86 $6.96K - $7.52K
6.61K $396K
DMAY
First Tr Ex Tr Fd Viii Cboe Ve

Technology
-485
- 7.78%
$39.11 - $41.9 $19K - $20.3K
5.75K $227K
INLX
Intellinetics, Inc.

Technology
-797
- 6.64%
$10.6 - $14.0 $8.45K - $11.2K
11.2K $139K
CAG
Conagra Brands Inc.

Consumer Defensive
-323
- 2.01%
$23.9 - $27.67 $7.72K - $8.94K
15.7K $419K
CPT
Camden Property Trust

Real Estate
-446
- 9.77%
$109.16 - $125.53 $48.7K - $56K
4.12K $503K
SNA
Snap On Inc

Industrials
-40
- 0.88%
$324.09 - $358.62 $13K - $14.3K
4.53K $1.53M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-6.51K
- 13.61%
$3.75 - $4.08 $24.4K - $26.6K
41.3K $160K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-246
- 2.87%
$106.44 - $113.12 $26.2K - $27.8K
8.32K $908K
IXJ
Ishares Global Healthcare ETF

ETFs
-412
- 15.81%
$86.01 - $94.19 $35.4K - $38.8K
2.19K $200K
FSIG
First Tr ETF Iv LTD Duration I
-1.58K
- 1.71%
$18.74 - $19.04 $29.6K - $30.1K
91.1K $1.73M
HDEF
Xtrackers Msci Eafe High Div Y

ETFs
-3.67K
- 13.66%
$24.1 - $27.73 $88.5K - $102K
23.2K $630K
AWR
American States Water CO

Utilities
-375
- 5.17%
$70.84 - $80.98 $26.6K - $30.4K
6.87K $540K
ACVF
ETF Opportunities Tr American

ETFs
-169
- 1.0%
$42.01 - $46.08 $7.1K - $7.79K
16.7K $715K
PFS
Provident Financial Services Inc

Financial Services
-60
- 0.5%
$16.35 - $19.59 $981 - $1.18K
12K $206K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-276
- 9.67%
$160.89 - $187.27 $44.4K - $51.7K
2.58K $445K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.07K
- 5.99%
$24.1 - $24.34 $25.7K - $26K
16.8K $407K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-111
- 1.89%
$55.97 - $64.13 $6.21K - $7.12K
5.77K $324K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-1.22K
- 11.42%
$22.98 - $24.13 $28K - $29.4K
9.46K $225K
MNDY
Monday.Com Ltd.

Technology
-152
- 7.43%
$213.0 - $327.92 $32.4K - $49.8K
1.89K $460K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-526
- 11.94%
$52.31 - $54.02 $27.5K - $28.4K
3.88K $209K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-597
- 8.5%
$40.79 - $42.32 $24.4K - $25.3K
6.43K $270K
IXP
Ishares Global Comm Services E

ETFs
-277
- 1.39%
$95.48 - $106.93 $26.4K - $29.6K
19.6K $1.9M
NFG
National Fuel Gas CO

Energy
-3.13K
- 25.47%
$60.71 - $79.19 $190K - $247K
9.14K $724K
REVG
Rev Group, Inc.

Industrials
-512
- 4.79%
$27.3 - $35.58 $14K - $18.2K
10.2K $321K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
-240
- 0.8%
$12.24 - $13.31 $2.94K - $3.19K
29.9K $366K
NET
Cloudflare, Inc.

Technology
-483
- 6.72%
$110.71 - $176.5 $53.5K - $85.2K
6.7K $755K
PHO
Invesco Exchange Traded Fd Tr

ETFs
-175
- 3.85%
$63.77 - $68.75 $11.2K - $12K
4.37K $282K
OHI
Omega Healthcare Investors Inc

Real Estate
-645
- 1.85%
$35.7 - $38.33 $23K - $24.7K
34.3K $1.3M
WHF
White Horse Finance, Inc.

Financial Services
-1.59K
- 5.45%
$9.5 - $11.29 $15.1K - $17.9K
27.6K $265K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-293
- 3.79%
$37.87 - $39.86 $11.1K - $11.7K
7.43K $283K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
-150
- 7.01%
$120.07 - $144.17 $18K - $21.6K
1.99K $247K
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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