Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Draftkings Inc
Q2 2022 Filed on Aug 02, 2022
22,620
N/A
Mfa Finl Inc
Q2 2022 Filed on Aug 02, 2022
12,948
N/A
Saba Capital Income & Oprnt
Q2 2022 Filed on Aug 02, 2022
14,270
N/A
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Aug 02, 2022
2,946
$36.28 - $75.29 $107K - $222K
RMBS
Rambus Inc

Technology
Q2 2022 Filed on Aug 02, 2022
34,727
$20.75 - $31.43 $721K - $1.09M
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
8,014
$21.96 - $25.17 $176K - $202K
Therapeuticsmd Inc
Q2 2022 Filed on Aug 02, 2022
46,989
N/A
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q2 2022 Filed on Aug 02, 2022
11,118
$21.12 - $25.85 $235K - $287K
Osi ETF Tr
Q2 2022 Filed on Aug 02, 2022
102,222
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
11,230
$4.65 - $6.28 $52.2K - $70.5K
Osi ETF Tr
Q2 2022 Filed on Aug 02, 2022
14,681
N/A
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
8,219
$29.7 - $36.67 $244K - $301K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q2 2022 Filed on Aug 02, 2022
6,363
$25.09 - $35.91 $160K - $228K
GGG
Graco Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
3,791
$56.92 - $70.83 $216K - $269K
YYY
Amplify ETF Tr High Income ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
10,551
$12.32 - $15.23 $130K - $161K
VLRS
Controladora Vuela Compania De Aviacion, S.A.B. De C.V.

Industrials
Q2 2022 Filed on Aug 02, 2022
17,456
$9.29 - $19.14 $162K - $334K
IXG
Ishares Global Fin'L ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
4,445
$64.68 - $79.93 $288K - $355K
CSL
Carlisle Companies Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
1,166
$231.39 - $272.84 $270K - $318K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q2 2022 Filed on Aug 02, 2022
10,076
$26.53 - $31.52 $267K - $318K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
Q2 2022 Filed on Aug 02, 2022
8,230
$23.46 - $26.86 $193K - $221K
Helix Energy Solutions Grp I
Q2 2022 Filed on Aug 02, 2022
17,000
N/A
Blackrock Cap Invt Corp
Q2 2022 Filed on Aug 02, 2022
150,000
N/A
Innovator Etfs Tr
Q2 2022 Filed on Aug 02, 2022
8,574
N/A
Rockwell Med Inc
Q2 2022 Filed on Aug 02, 2022
20,989
N/A
UMAY
Innovator U.S. Equity Ultra Bu

ETFs
Q2 2022 Filed on Aug 02, 2022
9,893
$25.67 - $28.97 $254K - $287K
CRK
Comstock Resources Inc

Energy
Q2 2022 Filed on Aug 02, 2022
11,224
$12.08 - $21.48 $136K - $241K
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Aug 02, 2022
2,842
$45.58 - $90.9 $130K - $258K
FNGS
Bank Of Montreal

ETFs
Q2 2022 Filed on Aug 02, 2022
10,469
$20.43 - $30.11 $214K - $315K
FQAL
Fidelity Covington Tr Quality

ETFs
Q2 2022 Filed on Aug 02, 2022
5,031
$42.83 - $52.72 $215K - $265K
MHN
Blackrock Muniholdings New York Quality Fund, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
10,100
$10.45 - $12.95 $106K - $131K
Crane CO
Q2 2022 Filed on Aug 02, 2022
3,305
N/A
Zosano Pharma Corp
Q2 2022 Filed on Aug 02, 2022
10,000
N/A
CNA
Cna Financial Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
5,001
$41.91 - $49.67 $210K - $248K
Atlas Air Worldwide Hldgs In
Q2 2022 Filed on Aug 02, 2022
17,000
N/A
DMB
Bny Mellon Municipal Bond Infrastructure Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
12,672
$12.12 - $14.37 $154K - $182K
Kirkland Lake Gold LTD
Q1 2022 Filed on Apr 27, 2022
9,452
N/A
ETSY
Etsy Inc

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
1,047
$116.51 - $209.93 $122K - $220K
Federal Rlty Invt Tr
Q1 2022 Filed on Apr 27, 2022
6,583
N/A
JOUT
Johnson Outdoors Inc

Consumer Cyclical
Q1 2022 Filed on Apr 27, 2022
2,314
$77.44 - $95.6 $179K - $221K
AMRC
Ameresco, Inc.

Industrials
Q1 2022 Filed on Apr 27, 2022
2,967
$44.15 - $83.41 $131K - $247K
Wisdomtree Tr
Q1 2022 Filed on Apr 27, 2022
99,102
N/A
Xilinx Inc
Q1 2022 Filed on Apr 27, 2022
1,777
N/A
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q1 2022 Filed on Apr 27, 2022
9,610
$23.73 - $25.3 $228K - $243K
GTY
Getty Realty Corp

Real Estate
Q1 2022 Filed on Apr 27, 2022
6,899
$27.13 - $31.91 $187K - $220K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q1 2022 Filed on Apr 27, 2022
6,454
$39.07 - $57.35 $252K - $370K
CODI
Compass Diversified Holdings

Industrials
Q1 2022 Filed on Apr 27, 2022
11,046
$21.91 - $30.98 $242K - $342K
Enviva Partners LP
Q1 2022 Filed on Apr 27, 2022
12,257
N/A
Blackrock Tcp Capital Corp
Q1 2022 Filed on Apr 27, 2022
226,000
N/A
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
Q1 2022 Filed on Apr 27, 2022
10,961
$12.13 - $14.7 $133K - $161K
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