Avantax Advisory Services, Inc. Sells in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VIAV
Viavi Solutions Inc.

Technology
-81.3K
- 55.43%
$9.71 - $12.8 $789K - $1.04M
65.4K $731K
IGLD
First Tr Cboe Vest Gold Strate

Communication Services
-50.1K
- 33.82%
$18.75 - $20.97 $940K - $1.05M
98.1K $2.06M
IXN
Ishares Global Information Tec

ETFs
-3.2K
- 6.08%
$75.73 - $88.4 $243K - $283K
49.5K $3.75M
VT
Vanguard Total World Stk Index

ETFs
-4.92K
- 5.55%
$115.08 - $123.97 $566K - $610K
83.7K $9.7M
FLIN
Franklin Templeton ETF Tr

ETFs
-18.3K
- 63.58%
$34.0 - $38.4 $621K - $701K
10.5K $385K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-20.7K
- 9.22%
$21.75 - $24.28 $449K - $502K
203K $4.49M
TT
Trane Technologies PLC

Industrials
-96
- 0.47%
$332.0 - $400.86 $31.9K - $38.5K
20.5K $6.91M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-12.7K
- 29.99%
$49.36 - $53.08 $626K - $674K
29.6K $1.48M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-5.67K
- 9.82%
$68.32 - $78.49 $387K - $445K
52.1K $3.64M
FITB
Fifth Third Bancorp

Financial Services
-3.12K
- 1.75%
$37.48 - $44.96 $117K - $140K
175K $6.86M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-906
- 0.64%
$40.03 - $46.81 $36.3K - $42.4K
141K $5.73M
TDIV
First Trust Nasdaq Technology

ETFs
-3.78K
- 5.35%
$73.39 - $83.95 $278K - $318K
66.9K $4.93M
UL
Unilever PLC

Consumer Defensive
-14.1K
- 17.81%
$54.72 - $60.29 $772K - $850K
65.1K $3.88M
NOC
Northrop Grumman Corp

Industrials
-2.35K
- 16.96%
$433.45 - $513.82 $1.02M - $1.2M
11.5K $5.88M
CNQ
Canadian Natural Resources LTD

Energy
-18.8K
- 37.95%
$26.72 - $32.74 $502K - $615K
30.7K $946K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-620
- 15.71%
$283.06 - $421.16 $175K - $261K
3.33K $941K
QBTS
D Wave Quantum Inc.

Technology
-66.2K
- 81.96%
$3.83 - $11.18 $253K - $740K
14.6K $110K
ICLR
Icon PLC

Healthcare
-1.37K
- 14.74%
$174.99 - $222.58 $240K - $306K
7.94K $1.39M
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-25K
- 71.29%
$22.19 - $22.84 $554K - $570K
10.1K $225K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-10.5K
- 7.5%
$73.78 - $76.59 $778K - $807K
130K $9.95M
FEM
First Trust Emerging Markets A

ETFs
-26.7K
- 30.61%
$21.28 - $23.9 $568K - $638K
60.5K $1.38M
FSMD
Fidelity Covington Tr Small Mi

ETFs
-10.9K
- 20.31%
$38.04 - $43.22 $415K - $472K
42.8K $1.68M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.88K
- 13.52%
$173.56 - $210.67 $326K - $395K
12K $2.08M
AROC
Archrock, Inc.

Energy
-24.6K
- 27.68%
$22.72 - $30.34 $559K - $746K
64.3K $1.69M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-11.9K
- 8.62%
$49.6 - $50.28 $588K - $596K
126K $6.32M
FDN
First Tr Fd Dow Jones

ETFs
-740
- 4.36%
$221.38 - $266.86 $164K - $197K
16.2K $3.61M
ONTO
Onto Innovation Inc.

Technology
-458
- 4.48%
$121.34 - $224.5 $55.6K - $103K
9.77K $1.19M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-3.16K
- 40.84%
$102.72 - $143.06 $324K - $452K
4.57K $478K
PHM
Pultegroup Inc

Consumer Cyclical
-4.23K
- 35.53%
$101.09 - $118.51 $427K - $501K
7.67K $788K
JHML
John Hancock Multifactor Large

ETFs
-292
- 0.13%
$66.07 - $73.03 $19.3K - $21.3K
218K $14.7M
SHOP
Shopify Inc.

Technology
-445
- 1.05%
$90.59 - $129.31 $40.3K - $57.5K
42.1K $4.02M
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1.31K
- 0.87%
$37.33 - $45.03 $48.7K - $58.8K
149K $5.69M
TRNO
Terreno Realty Corp

Real Estate
-8.7K
- 56.02%
$57.4 - $68.5 $499K - $596K
6.83K $431K
ENPH
Enphase Energy, Inc.

Technology
-6.6K
- 58.81%
$52.87 - $73.51 $349K - $485K
4.62K $286K
OKE
Oneok Inc

Energy
-3.74K
- 3.92%
$89.57 - $109.85 $335K - $411K
91.7K $9.09M
ROAD
Construction Partners, Inc.

Industrials
-1K
- 4.03%
$67.61 - $93.18 $67.7K - $93.3K
23.8K $1.71M
QUBT
Quantum Computing Inc.

Technology
-8.71K
- 20.34%
$4.46 - $18.76 $38.8K - $163K
34.1K $272K
FIS
Fidelity National Information Services, Inc.

Technology
-2.86K
- 6.69%
$68.12 - $83.42 $195K - $239K
39.9K $2.98M
IGE
Ishares Tr North Amern Nat Res

ETFs
-12.3K
- 34.27%
$42.6 - $46.27 $524K - $569K
23.6K $1.07M
LDOS
Leidos Holdings, Inc.

Technology
-2.65K
- 30.62%
$126.82 - $161.11 $336K - $426K
6K $809K
SPSC
Sps Commerce Inc

Technology
-263
- 3.41%
$123.05 - $197.4 $32.4K - $51.9K
7.44K $987K
FLEX
Flex Ltd.

Technology
-3.39K
- 5.7%
$32.92 - $44.46 $112K - $151K
56.1K $1.85M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-4.86K
- 3.77%
$51.3 - $56.76 $249K - $276K
124K $6.57M
VXF
Vanguard Extended Market ETF

ETFs
-739
- 4.39%
$170.36 - $201.04 $126K - $149K
16.1K $2.77M
FBT
First Trust Nyse Arca Biotechn

ETFs
-2.68K
- 30.84%
$164.86 - $182.19 $442K - $488K
6.01K $1.02M
CCJ
Cameco Corp

Energy
-2.75K
- 9.29%
$40.64 - $56.86 $112K - $156K
26.8K $1.1M
GME
Game Stop Corp.

Consumer Cyclical
-8.75K
- 36.92%
$21.73 - $33.37 $190K - $292K
15K $333K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-15.5K
- 55.36%
$28.41 - $32.26 $439K - $499K
12.5K $400K
SNOW
Snowflake Inc.

Technology
-2.12K
- 19.37%
$146.16 - $192.78 $309K - $408K
8.81K $1.29M
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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