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
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,145
$14.38 - $17.62 $247K - $302K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,449
$10.2 - $12.2 $107K - $127K
BJAN
Innovator U.S. Equity Buffer E

ETFs
Q4 2020 Filed on Jan 22, 2021
67,336
$29.81 - $32.75 $2.01M - $2.21M
Dunkin Brands Group Inc
Q4 2020 Filed on Jan 22, 2021
3,189
N/A
Evofem Biosciences Inc
Q4 2020 Filed on Jan 22, 2021
17,711
N/A
Invesco Mortgage Capital Inc
Q4 2020 Filed on Jan 22, 2021
12,081
N/A
EQS
Equus Total Return, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,925
$1.1 - $2.3 $13.1K - $27.4K
EXK
Endeavour Silver Corp

Basic Materials
Q4 2020 Filed on Jan 22, 2021
12,000
$3.07 - $5.06 $36.8K - $60.7K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
24,420
$13.1 - $15.11 $320K - $369K
HIMX
Himax Technologies, Inc.

Technology
Q4 2020 Filed on Jan 22, 2021
21,600
$3.46 - $8.16 $74.7K - $176K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
33,824
$11.38 - $12.53 $385K - $424K
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,659
$13.81 - $16.23 $244K - $287K
ECC
Eagle Point Credit CO Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,302
$7.48 - $10.45 $92K - $129K
CZA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
16,276
$66.13 - $77.24 $1.08M - $1.26M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,007
$12.93 - $13.6 $181K - $190K
FSD
First Trust High Income Long/Short Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,215
$13.42 - $14.77 $151K - $166K
Hertz Global Hldgs Inc
Q4 2020 Filed on Jan 22, 2021
11,924
N/A
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q4 2020 Filed on Jan 22, 2021
5,812
$35.95 - $42.18 $209K - $245K
HE
Hawaiian Electric Industries Inc

Utilities
Q4 2020 Filed on Jan 22, 2021
7,970
$32.51 - $38.28 $259K - $305K
HPI
John Hancock Preferred Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
21,608
$17.97 - $19.78 $388K - $427K
BAUG
Innovator U.S. Equity Buffer E
Q4 2020 Filed on Jan 22, 2021
17,613
N/A
BJUL
Innovator U.S. Equity Buffer E

ETFs
Q4 2020 Filed on Jan 22, 2021
31,183
$27.83 - $30.13 $868K - $940K
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
15,350
$8.5 - $12.85 $130K - $197K
Gw Pharmaceuticals PLC
Q4 2020 Filed on Jan 22, 2021
2,368
N/A
Invesco Exch Traded Fd Tr Ii
Q4 2020 Filed on Jan 22, 2021
5,589
N/A
GIGB
Goldman Sachs ETF Access Invt
Q4 2020 Filed on Jan 22, 2021
5,079
N/A
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2020 Filed on Jan 22, 2021
12,137
$32.53 - $33.53 $395K - $407K
SPFF
Global X Superincome Preferred

ETFs
Q4 2020 Filed on Jan 22, 2021
15,772
$11.05 - $11.8 $174K - $186K
GLAD
Gladstone Capital Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
26,811
$7.03 - $9.1 $188K - $244K
GCV
Gabelli Convertible & Income Securities Fund Inc

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,521
$5.17 - $6.28 $59.6K - $72.4K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 22, 2021
19,840
N/A
Forum Energy Technologies In
Q4 2020 Filed on Jan 22, 2021
20,000
N/A
FGB
First Trust Specialty Finance & Financial Opportunities Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,792
$2.34 - $3.34 $41.6K - $59.4K
Hollyfrontier Corp
Q4 2020 Filed on Jan 22, 2021
18,145
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,623
$12.22 - $12.97 $130K - $138K
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
25,649
$11.08 - $15.41 $284K - $395K
VSTM
Verastem, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
10,300
$1.15 - $2.4 $11.8K - $24.7K
EOD
Allspring Global Dividend Opportunity Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
27,556
$4.09 - $4.98 $113K - $137K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
18,086
$6.42 - $7.07 $116K - $128K
Reality Shs ETF Tr
Q4 2020 Filed on Jan 22, 2021
9,482
N/A
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
13,748
$20.11 - $40.07 $276K - $551K
Quidel Corp
Q4 2020 Filed on Jan 22, 2021
1,237
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2020 Filed on Jan 22, 2021
3,982
$72.77 - $85.16 $290K - $339K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
44,112
$16.87 - $18.43 $744K - $813K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q4 2020 Filed on Jan 22, 2021
39,545
$24.38 - $28.17 $964K - $1.11M
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
52,097
$13.41 - $15.11 $699K - $787K
Zynga Inc
Q4 2020 Filed on Jan 22, 2021
14,580
N/A
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
63,630
$12.72 - $14.6 $809K - $929K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q4 2020 Filed on Jan 22, 2021
5,835
$81.31 - $82.21 $474K - $480K
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