Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
Q1 2021 Filed on May 13, 2021
9,161
$25.94 - $32.55 $238K - $298K
CFB
Crossfirst Bankshares, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
10,000
$10.7 - $15.54 $107K - $155K
IBTX
Independent Bank Group, Inc.

Financial Services
Q1 2021 Filed on May 13, 2021
3,612
$61.42 - $79.09 $222K - $286K
Core Mark Holding CO Inc
Q1 2021 Filed on May 13, 2021
13,420
N/A
EXK
Endeavour Silver Corp

Basic Materials
Q4 2020 Filed on Jan 22, 2021
12,000
$3.07 - $5.06 $36.8K - $60.7K
KSU
Kansas City Southern

Industrials
Q4 2020 Filed on Jan 22, 2021
1,214
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
Evofem Biosciences Inc
Q4 2020 Filed on Jan 22, 2021
17,711
N/A
On Deck Cap Inc
Q4 2020 Filed on Jan 22, 2021
10,000
N/A
CZA
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
16,276
$66.13 - $77.24 $1.08M - $1.26M
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
PWV
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
12,545
$32.7 - $38.56 $410K - $484K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
33,824
$11.38 - $12.53 $385K - $424K
EIM
Eaton Vance Municipal Bond Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,007
$12.93 - $13.6 $181K - $190K
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
Dunkin Brands Group Inc
Q4 2020 Filed on Jan 22, 2021
3,189
N/A
VMO
Invesco Municipal Opportunity Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,623
$12.22 - $12.97 $130K - $138K
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
Q4 2020 Filed on Jan 22, 2021
5,812
$35.95 - $42.18 $209K - $245K
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
Forum Energy Technologies In
Q4 2020 Filed on Jan 22, 2021
20,000
N/A
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
GERN
Geron Corp

Healthcare
Q4 2020 Filed on Jan 22, 2021
35,360
$1.55 - $2.05 $54.8K - $72.5K
Hollyfrontier Corp
Q4 2020 Filed on Jan 22, 2021
18,145
N/A
HIMX
Himax Technologies, Inc.

Technology
Q4 2020 Filed on Jan 22, 2021
21,600
$3.46 - $8.16 $74.7K - $176K
Hertz Global Hldgs Inc
Q4 2020 Filed on Jan 22, 2021
11,924
N/A
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
Gw Pharmaceuticals PLC
Q4 2020 Filed on Jan 22, 2021
2,368
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
BAUG
Innovator U.S. Equity Buffer E
Q4 2020 Filed on Jan 22, 2021
17,613
N/A
FFA
First Trust Enhanced Equity Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,145
$14.38 - $17.62 $247K - $302K
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q4 2020 Filed on Jan 22, 2021
3,846
$58.36 - $75.13 $224K - $289K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 22, 2021
19,840
N/A
SPFF
Global X Superincome Preferred

ETFs
Q4 2020 Filed on Jan 22, 2021
15,772
$11.05 - $11.8 $174K - $186K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2020 Filed on Jan 22, 2021
12,137
$32.53 - $33.53 $395K - $407K
Invesco Exch Traded Fd Tr Ii
Q4 2020 Filed on Jan 22, 2021
5,589
N/A
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
INO
Inovio Pharmaceuticals, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
15,350
$8.5 - $12.85 $130K - $197K
BJUL
Innovator U.S. Equity Buffer E

ETFs
Q4 2020 Filed on Jan 22, 2021
31,183
$27.83 - $30.13 $868K - $940K
GIGB
Goldman Sachs ETF Access Invt
Q4 2020 Filed on Jan 22, 2021
5,079
N/A
SMSI
Smith Micro Software, Inc.

Technology
Q4 2020 Filed on Jan 22, 2021
40,000
$3.62 - $5.87 $145K - $235K
Peoples United Financial Inc
Q4 2020 Filed on Jan 22, 2021
20,194
N/A
THTX
Theratechnologies Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
14,000
$1.91 - $2.5 $26.7K - $35K
Osi ETF Tr
Q4 2020 Filed on Jan 22, 2021
7,139
N/A
Unilever N V
Q4 2020 Filed on Jan 22, 2021
8,153
N/A
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
25,649
$11.08 - $15.41 $284K - $395K
VLY
Valley National Bancorp

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,115
$6.9 - $10.09 $69.8K - $102K
OESX
Orion Energy Systems, Inc.

Industrials
Q4 2020 Filed on Jan 22, 2021
12,000
$6.42 - $10.56 $77K - $127K
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