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
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
6,375
$125.56 - $178.74 $800K - $1.14M
VLY
Valley National Bancorp

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,115
$6.9 - $10.09 $69.8K - $102K
Unilever N V
Q4 2020 Filed on Jan 22, 2021
8,153
N/A
THTX
Theratechnologies Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
14,000
$1.91 - $2.5 $26.7K - $35K
Tanzanian Gold Corp
Q4 2020 Filed on Jan 22, 2021
110,000
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2020 Filed on Jan 22, 2021
18,150
$6.07 - $11.22 $110K - $204K
EDI
Stone Harbor Emerging Markets Total Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,564
$6.96 - $9.56 $80.5K - $111K
SSRM
Ssr Mining Inc.

Basic Materials
Q4 2020 Filed on Jan 22, 2021
33,289
$17.22 - $20.88 $573K - $695K
Spirit Rlty Cap Inc New
Q4 2020 Filed on Jan 22, 2021
27,000
N/A
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2020 Filed on Jan 22, 2021
2,424
$114.87 - $141.54 $278K - $343K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q4 2020 Filed on Jan 22, 2021
8,845
$29.48 - $35.54 $261K - $314K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
81,453
$5.76 - $11.95 $469K - $973K
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
Osi ETF Tr
Q4 2020 Filed on Jan 22, 2021
7,139
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2020 Filed on Jan 22, 2021
452
$482.52 - $590.32 $218K - $267K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
2,710
$102.52 - $129.12 $278K - $350K
KSU
Kansas City Southern

Industrials
Q4 2020 Filed on Jan 22, 2021
1,214
N/A
Jernigan Cap Inc
Q4 2020 Filed on Jan 22, 2021
10,648
N/A
J
Jacobs Engineering Group Inc

Industrials
Q4 2020 Filed on Jan 22, 2021
6,828
$91.45 - $109.85 $624K - $750K
J P Morgan Exchange Traded F
Q4 2020 Filed on Jan 22, 2021
8,000
N/A
CXE
Mfs High Income Municipal Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,829
$4.65 - $5.17 $78.3K - $87K
ISR
Isoray, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
50,000
$0.36 - $0.58 $18K - $29K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2020 Filed on Jan 22, 2021
4,522
$74.0 - $77.04 $335K - $348K
EMIF
Ishares Emerging Markets Infra

ETFs
Q4 2020 Filed on Jan 22, 2021
10,436
$19.89 - $24.76 $208K - $258K
Investors Bancorp Inc New
Q4 2020 Filed on Jan 22, 2021
18,374
N/A
Marvell Technology Group LTD
Q4 2020 Filed on Jan 22, 2021
8,644
N/A
MRCY
Mercury Systems Inc

Industrials
Q4 2020 Filed on Jan 22, 2021
2,804
$67.1 - $88.06 $188K - $247K
OESX
Orion Energy Systems, Inc.

Industrials
Q4 2020 Filed on Jan 22, 2021
12,000
$6.42 - $10.56 $77K - $127K
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
27,311
$4.55 - $5.61 $124K - $153K
NBB
Nuveen Taxable Municipal Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,000
$21.69 - $23.87 $217K - $239K
Nuveen Global High Income Fd
Q4 2020 Filed on Jan 22, 2021
11,734
N/A
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,374
$14.66 - $16.16 $181K - $200K
NVCR
Novo Cure LTD

Healthcare
Q4 2020 Filed on Jan 22, 2021
2,984
$112.16 - $174.14 $335K - $520K
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Jan 22, 2021
10,933
$13.75 - $34.5 $150K - $377K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,034
$10.75 - $12.04 $119K - $133K
Western Asset Mtg Cap Corp
Q4 2020 Filed on Jan 22, 2021
26,057
N/A
Mobile Telesystems Pjsc
Q4 2020 Filed on Jan 22, 2021
10,983
N/A
CMU
Mfs High Yield Municipal Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,894
$4.14 - $4.45 $61.7K - $66.3K
MCR
Mfs Charter Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,767
$8.03 - $8.77 $86.5K - $94.4K
IQI
Invesco Quality Municipal Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
26,715
$12.09 - $13.04 $323K - $348K
Voya Prime Rate Tr
Q4 2020 Filed on Jan 22, 2021
14,585
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
50,011
$4.37 - $4.68 $219K - $234K
Texas Pac Ld Tr
Q4 2020 Filed on Jan 22, 2021
533
N/A
GERN
Geron Corp

Healthcare
Q4 2020 Filed on Jan 22, 2021
35,360
$1.55 - $2.05 $54.8K - $72.5K
TFX
Teleflex Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
898
$318.23 - $411.57 $286K - $370K
TWO
Two Harbors Investment Corp.

Real Estate
Q4 2020 Filed on Jan 22, 2021
32,302
$4.99 - $6.71 $161K - $217K
Ubs Ag London Branch
Q4 2020 Filed on Jan 22, 2021
365,819
N/A
AIVI
Kemiao Garment Holding Group

ETFs
Q4 2020 Filed on Jan 22, 2021
32,330
$34.23 - $40.95 $1.11M - $1.32M
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