Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
GGG
Graco Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
3,791
$56.92 - $70.83 $216K - $269K
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
8,014
N/A
CHTR
Charter Communications, Inc.

Communication Services
Q2 2022 Filed on Aug 02, 2022
455
$415.35 - $562.4 $189K - $256K
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
Q2 2022 Filed on Aug 02, 2022
20,777
N/A
AVDE
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 02, 2022
5,855
$50.6 - $61.08 $296K - $358K
CSL
Carlisle Companies Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
1,166
$231.39 - $272.84 $270K - $318K
AUY
Yamana Gold Inc.

Basic Materials
Q2 2022 Filed on Aug 02, 2022
11,230
$4.65 - $6.28 $52.2K - $70.5K
FQAL
Fidelity Covington Tr Quality

ETFs
Q2 2022 Filed on Aug 02, 2022
5,031
N/A
Osi ETF Tr
Q2 2022 Filed on Aug 02, 2022
102,222
N/A
Mfa Finl Inc
Q2 2022 Filed on Aug 02, 2022
12,948
N/A
NVAX
Novavax Inc

Healthcare
Q2 2022 Filed on Aug 02, 2022
2,946
$36.28 - $75.29 $107K - $222K
Saba Capital Income & Oprnt
Q2 2022 Filed on Aug 02, 2022
14,270
N/A
RELX
Relx PLC

Communication Services
Q2 2022 Filed on Aug 02, 2022
9,646
$24.94 - $32.19 $241K - $311K
IYT
Ishares Tr U.S. Transportation

ETFs
Q2 2022 Filed on Aug 02, 2022
1,228
$207.48 - $259.6 $255K - $319K
IDNA
Ishares Tr Genomics Immunology

ETFs
Q2 2022 Filed on Aug 02, 2022
6,363
$25.09 - $35.91 $160K - $228K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
Q2 2022 Filed on Aug 02, 2022
10,076
N/A
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
8,219
N/A
Osi ETF Tr
Q2 2022 Filed on Aug 02, 2022
14,681
N/A
CRK
Comstock Resources Inc

Energy
Q2 2022 Filed on Aug 02, 2022
11,224
$12.08 - $21.48 $136K - $241K
Crane CO
Q2 2022 Filed on Aug 02, 2022
3,305
N/A
YYY
Amplify ETF Tr High Income ETF

ETFs
Q2 2022 Filed on Aug 02, 2022
10,551
$12.32 - $15.23 $130K - $161K
Therapeuticsmd Inc
Q2 2022 Filed on Aug 02, 2022
46,989
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
FNGS
Bank Of Montreal

ETFs
Q2 2022 Filed on Aug 02, 2022
10,469
$20.43 - $30.11 $214K - $315K
FNF
Fidelity National Financial, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
4,565
$34.83 - $46.96 $159K - $214K
Blackrock Cap Invt Corp
Q2 2022 Filed on Aug 02, 2022
150,000
N/A
AA
Alcoa Corp

Basic Materials
Q2 2022 Filed on Aug 02, 2022
2,842
$45.58 - $90.9 $130K - $258K
IVT
Inven Trust Properties Corp.

Real Estate
Q2 2022 Filed on Aug 02, 2022
7,169
$25.61 - $32.52 $184K - $233K
Innovator Etfs Tr
Q2 2022 Filed on Aug 02, 2022
8,574
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
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2022 Filed on Aug 02, 2022
4,018
$154.88 - $181.51 $622K - $729K
AVDV
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 02, 2022
4,470
$52.51 - $63.48 $235K - $284K
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
BBDC
Barings Bdc, Inc.

Financial Services
Q2 2022 Filed on Aug 02, 2022
21,696
$9.24 - $10.9 $200K - $236K
Helix Energy Solutions Grp I
Q2 2022 Filed on Aug 02, 2022
17,000
N/A
Draftkings Inc
Q2 2022 Filed on Aug 02, 2022
22,620
N/A
AVEM
American Centy ETF Tr Avantis

ETFs
Q2 2022 Filed on Aug 02, 2022
4,522
$51.44 - $61.32 $233K - $277K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
Q2 2022 Filed on Aug 02, 2022
11,118
N/A
Rockwell Med Inc
Q2 2022 Filed on Aug 02, 2022
20,989
N/A
NTRS
Northern Trust Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
1,787
$91.46 - $115.55 $163K - $206K
GCC
Wisdom Tree Continuous Commodity Index Fund

ETFs
Q2 2022 Filed on Aug 02, 2022
8,230
$23.46 - $26.86 $193K - $221K
DGT
Spdr Global Dow ETF
Q2 2022 Filed on Aug 02, 2022
2,204
N/A
RMBS
Rambus Inc

Technology
Q2 2022 Filed on Aug 02, 2022
34,727
$20.75 - $31.43 $721K - $1.09M
BB
Blackberry LTD

Technology
Q1 2022 Filed on Apr 27, 2022
18,209
$5.94 - $9.37 $108K - $171K
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
Wisdomtree Tr
Q1 2022 Filed on Apr 27, 2022
99,102
N/A
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