Avantax Advisory Services, Inc. Sells in Q2 2025

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-591K
- 23.42%
$47.46 - $55.3 $28M - $32.7M
1.93M $106M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-492K
- 79.19%
$49.12 - $50.93 $24.2M - $25.1M
129K $6.44M
AAPL
Apple Inc.

Technology
-12.5K
- 1.0%
$172.42 - $223.89 $2.16M - $2.81M
1.24M $254M
MUB
Ishares National Muni Bond ETF

ETFs
-136K
- 12.64%
$102.31 - $105.8 $14M - $14.4M
943K $98.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-13.2K
- 35.99%
$390.26 - $489.06 $5.17M - $6.48M
23.6K $9.55M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-154K
- 77.51%
$50.08 - $63.14 $7.73M - $9.75M
44.8K $2.83M
PFF
Ishares Trust Ishares Pfd And

ETFs
-239K
- 56.4%
$29.0 - $30.68 $6.93M - $7.33M
185K $5.67M
COP
Conocophillips

Energy
-45.6K
- 27.4%
$82.66 - $106.1 $3.77M - $4.84M
121K $10.8M
PG
Procter & Gamble CO

Consumer Defensive
-23.9K
- 9.62%
$157.66 - $172.39 $3.77M - $4.12M
224K $35.8M
CGDV
Capital Group Divid Value ETF

ETFs
-229K
- 23.48%
$31.93 - $39.49 $7.31M - $9.04M
746K $29.5M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-61.4K
- 66.96%
$53.23 - $70.65 $3.27M - $4.34M
30.3K $1.75M
FTCS
First Trust Capital Strength E

ETFs
-50.1K
- 20.59%
$81.6 - $92.39 $4.09M - $4.63M
193K $17.6M
HEFA
Ishares Currency Hedged Msci E

ETFs
-137K
- 22.72%
$32.11 - $38.21 $4.41M - $5.25M
467K $17.7M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-157K
- 17.69%
$32.0 - $39.87 $5.04M - $6.27M
732K $29.2M
BMY
Bristol Myers Squibb CO

Healthcare
-16K
- 6.85%
$44.12 - $59.6 $708K - $956K
218K $10.1M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-234K
- 11.04%
$24.21 - $29.47 $5.68M - $6.91M
1.89M $55.6M
VFH
Vanguard Financial ETF

ETFs
-41.8K
- 28.85%
$104.87 - $127.3 $4.38M - $5.32M
103K $13.1M
AMGN
Amgen Inc

Healthcare
-3.6K
- 3.87%
$262.28 - $309.85 $945K - $1.12M
89.6K $25M
EMB
Ishares Tr

ETFs
-44.7K
- 31.79%
$86.54 - $92.62 $3.87M - $4.14M
95.9K $8.88M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-43.8K
- 5.36%
N/A
774K $66.5M
VCR
Vanguard Consumer Discretionar

ETFs
-12.1K
- 64.66%
$290.42 - $364.35 $3.51M - $4.4M
6.61K $2.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-38.2K
- 10.31%
$91.43 - $91.74 $3.49M - $3.51M
333K $30.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-66.9K
- 39.58%
$48.13 - $49.85 $3.22M - $3.34M
102K $5.01M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-82.4K
- 49.03%
$41.45 - $54.46 $3.42M - $4.49M
85.7K $4.46M
XLE
Energy Sector Spdr

ETFs
-4.51K
- 1.38%
$76.44 - $94.13 $345K - $424K
322K $27.3M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-53.8K
- 75.75%
$60.61 - $87.72 $3.26M - $4.72M
17.2K $1.46M
OKE
Oneok Inc

Energy
-17.5K
- 19.14%
$78.71 - $100.37 $1.38M - $1.76M
74.1K $6.05M
ACN
Accenture PLC

Technology
-6.92K
- 11.51%
$279.23 - $323.21 $1.93M - $2.24M
53.2K $15.9M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-65.4K
- 17.97%
$42.72 - $44.24 $2.8M - $2.89M
299K $13.1M
FVD
First Tr Value Line Divid Inde

ETFs
-60.4K
- 11.89%
$40.62 - $45.12 $2.45M - $2.72M
447K $20M
LLY
Eli Lilly & CO

Healthcare
-37
- 0.07%
$713.71 - $898.95 $26.4K - $33.3K
56.2K $43.8M
FDL
First Tr Morningstar Dividend

ETFs
-54K
- 30.1%
$38.19 - $43.19 $2.06M - $2.33M
125K $5.25M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-54.5K
- 18.16%
$44.22 - $52.08 $2.41M - $2.84M
246K $12.8M
PDI
Pimco Dynamic Income Fund

Financial Services
-110K
- 45.92%
$17.02 - $19.87 $1.87M - $2.19M
130K $2.46M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-64.7K
- 67.89%
$33.47 - $40.22 $2.16M - $2.6M
30.6K $1.2M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-110K
- 67.8%
$20.66 - $20.74 $2.28M - $2.29M
52.4K $1.08M
CB
Chubb LTD

Financial Services
-4.26K
- 6.35%
$274.32 - $302.46 $1.17M - $1.29M
62.9K $18.2M
LOW
Lowes Companies Inc

Consumer Cyclical
-6.66K
- 14.48%
$210.83 - $235.28 $1.4M - $1.57M
39.4K $8.73M
HYLS
First Tr Tactical High Yield L

ETFs
-49.1K
- 51.2%
$39.8 - $41.84 $1.95M - $2.05M
46.8K $1.95M
USFR
Wisdomtree Floating Rate Treas

ETFs
-38.8K
- 25.42%
$50.28 - $50.47 $1.95M - $1.96M
114K $5.72M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-14.5K
- 4.69%
$90.85 - $102.31 $1.32M - $1.49M
296K $29.8M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-32.9K
- 19.19%
$45.3 - $50.64 $1.49M - $1.67M
139K $6.81M
HD
Home Depot, Inc.

Consumer Cyclical
-5.07K
- 4.89%
$335.24 - $380.78 $1.7M - $1.93M
98.4K $36.1M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
-15.1K
- 13.94%
$114.16 - $129.6 $1.73M - $1.96M
93.4K $12.1M
BDX
Becton Dickinson & CO

Healthcare
-1.63K
- 6.71%
$165.15 - $226.42 $268K - $368K
22.6K $3.89M
SLB
Schlumberger Limited

Energy
-24.9K
- 24.95%
$31.95 - $42.2 $795K - $1.05M
74.9K $2.53M
FTSL
First Trust Senior Ln Fund

ETFs
-35.2K
- 44.58%
$44.58 - $46.07 $1.57M - $1.62M
43.8K $2.01M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-30.9K
- 56.84%
$50.52 - $50.92 $1.56M - $1.57M
23.5K $1.2M
SJM
J M Smucker CO

Consumer Defensive
-11.2K
- 58.55%
$94.41 - $118.52 $1.06M - $1.33M
7.96K $781K
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email