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
EVRG
Evergy, Inc.

Utilities
-353
- 0.53%
$64.06 - $69.64 $22.6K - $24.6K
66.6K $4.59M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-1.15K
- 14.3%
$66.1 - $97.75 $76.1K - $113K
6.9K $646K
CBZ
Cbiz, Inc.

Industrials
-78
- 1.57%
$66.19 - $79.64 $5.16K - $6.21K
4.88K $349K
CNXC
Concentrix Corp

Technology
-66
- 0.84%
$45.73 - $57.88 $3.02K - $3.82K
7.78K $410K
BBN
Black Rock Taxable Municipal Bond Trust

Financial Services
-952
- 5.45%
$15.44 - $16.72 $14.7K - $15.9K
16.5K $266K
HESM
Hess Midstream LP

Energy
-116
- 2.15%
$35.23 - $42.89 $4.09K - $4.98K
5.29K $203K
RING
Ishares Inc Msci Global Gold M

ETFs
-1.36K
- 21.54%
$34.72 - $45.62 $47.1K - $62K
4.95K $216K
PARA
Paramount Global

Communication Services
-4.3K
- 12.51%
$10.65 - $12.9 $45.8K - $55.4K
30K $387K
FCNCA
First Citizens Bancshares Inc

Financial Services
-24
- 10.48%
$1561.69 - $1966.55 $37.5K - $47.2K
205 $401K
DBO
Invesco Db Oil Fund

ETFs
-583
- 4.58%
$11.91 - $14.79 $6.94K - $8.62K
12.1K $160K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.07K
- 12.86%
$35.8 - $41.07 $38.3K - $44K
7.26K $298K
GNL
Global Net Lease, Inc.

Real Estate
-817
- 2.51%
$6.82 - $8.08 $5.57K - $6.6K
31.8K $239K
LKFN
Lakeland Financial Corp

Financial Services
-608
- 7.88%
$51.45 - $61.84 $31.3K - $37.6K
7.1K $436K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-129
- 1.55%
$95.52 - $109.98 $12.3K - $14.2K
8.19K $886K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
-516
- 3.82%
$23.54 - $27.53 $12.1K - $14.2K
13K $335K
OMFS
Invesco Exchange Traded Self I

ETFs
-1.32K
- 8.99%
$33.88 - $40.17 $44.8K - $53.1K
13.4K $536K
CRL
Charles River Laboratories International, Inc.

Healthcare
-158
- 7.82%
$99.75 - $151.89 $15.8K - $24K
1.86K $282K
LFST
Life Stance Health Group, Inc.

Healthcare
-601
- 4.72%
$4.83 - $6.91 $2.9K - $4.15K
12.1K $62K
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
-1.15K
- 3.95%
$10.29 - $11.24 $11.8K - $12.9K
28K $305K
LXP
Lxp Industrial Trust

Real Estate
-1.33K
- 5.37%
$7.22 - $8.85 $9.6K - $11.8K
23.4K $193K
HNDL
Strategy Shs

ETFs
-2.14K
- 4.84%
$19.2 - $21.66 $41K - $46.3K
42K $909K
AGM
Federal Agricultural Mortgage Corp

Financial Services
-238
- 6.17%
$165.45 - $198.11 $39.4K - $47.2K
3.62K $703K
CHH
Choice Hotels International Inc

Consumer Cyclical
-52
- 2.25%
$117.49 - $134.0 $6.11K - $6.97K
2.26K $286K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-498
- 13.33%
$61.08 - $74.04 $30.4K - $36.9K
3.24K $239K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-847
- 2.78%
N/A
29.6K $702K
FTF
Franklin LTD Duration Income Trust

Financial Services
-2.76K
- 7.81%
$5.86 - $6.47 $16.2K - $17.9K
32.6K $209K
LNC
Lincoln National Corp

Financial Services
-80
- 0.71%
$28.95 - $37.27 $2.32K - $2.98K
11.2K $386K
MDU
Mdu Resources Group Inc

Industrials
-613
- 1.85%
$15.6 - $17.76 $9.56K - $10.9K
32.5K $541K
FNV
Franco Nevada Corp

Basic Materials
-249
- 7.03%
$143.04 - $178.17 $35.6K - $44.4K
3.29K $539K
NXST
Nexstar Media Group, Inc.

Communication Services
-8
- 0.3%
$144.68 - $181.86 $1.16K - $1.45K
2.62K $453K
WES
Western Midstream Partners, LP

Energy
-59
- 0.87%
$34.99 - $41.61 $2.06K - $2.45K
6.72K $259K
IEO
Ishares Tr

ETFs
-9
- 0.33%
$74.87 - $95.92 $674 - $863
2.74K $242K
HURN
Huron Consulting Group Inc.

Industrials
-53
- 3.15%
$132.14 - $153.61 $7K - $8.14K
1.63K $223K
SSNC
Ss&C Technologies Holdings Inc

Technology
-132
- 1.66%
$71.96 - $83.42 $9.5K - $11K
7.81K $646K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-2.9K
- 21.72%
$5.17 - $5.91 $15K - $17.2K
10.5K $61K
AAL
American Airlines Group Inc.

Industrials
-1.4K
- 7.91%
N/A
16.3K $180K
PWZ
Invesco California Amt Free Mu

ETFs
-285
- 1.72%
$22.71 - $24.18 $6.47K - $6.89K
16.3K $381K
FNB
Fnb Corp

Financial Services
-2.79K
- 12.36%
$11.48 - $14.58 $32K - $40.6K
19.8K $288K
NIO
Nio Inc.

Consumer Cyclical
-118
- 0.31%
$3.14 - $4.31 $371 - $509
37.8K $129K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-346
- 0.68%
$45.2 - $46.6 $15.6K - $16.1K
50.6K $2.34M
XPO
Xpo Logistics, Inc.

Industrials
-732
- 17.45%
$91.46 - $128.1 $66.9K - $93.8K
3.46K $437K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-323
- 1.98%
$12.71 - $14.52 $4.11K - $4.69K
16K $222K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-303
- 2.41%
$20.85 - $24.04 $6.32K - $7.28K
12.3K $287K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-1K
- 8.24%
$28.35 - $31.3 $28.4K - $31.3K
11.1K $348K
RS
Reliance Steel & Aluminum CO

Basic Materials
-149
- 11.46%
$262.08 - $316.81 $39K - $47.2K
1.15K $361K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.71K
- 6.07%
$10.59 - $11.48 $18.1K - $19.6K
26.4K $303K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-581
- 2.4%
$24.32 - $24.81 $14.1K - $14.4K
23.7K $586K
ATR
Aptargroup, Inc.

Healthcare
-189
- 8.38%
$133.66 - $158.53 $25.3K - $30K
2.07K $323K
CSWC
Capital Southwest Corp

Financial Services
-327
- 2.93%
$17.99 - $22.44 $5.88K - $7.34K
10.8K $238K
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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