Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2020 Filed on Jan 22, 2021
3,666
$56.73 - $64.27 $208K - $236K
CXE
Mfs High Income Municipal Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,829
$4.65 - $5.17 $78.3K - $87K
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
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
OESX
Orion Energy Systems, Inc.

Industrials
Q4 2020 Filed on Jan 22, 2021
12,000
$6.42 - $10.56 $77K - $127K
On Deck Cap Inc
Q4 2020 Filed on Jan 22, 2021
10,000
N/A
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
27,311
$4.55 - $5.61 $124K - $153K
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
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,560
$8.36 - $10.7 $105K - $134K
New Amer High Income Fd Inc
Q4 2020 Filed on Jan 22, 2021
13,761
N/A
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
Mobile Telesystems Pjsc
Q4 2020 Filed on Jan 22, 2021
10,983
N/A
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
Voya Prime Rate Tr
Q4 2020 Filed on Jan 22, 2021
14,585
N/A
YGYI
Youngevity International, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 22, 2021
49,663
$5.55 - $12.99 $276K - $645K
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
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
Antares Pharma Inc
Q4 2020 Filed on Jan 22, 2021
15,500
N/A
RXI
Ishares Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
1,792
$133.29 - $155.54 $239K - $279K
JRO
Nuveen Floating Rate Income Opportunity Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,702
$7.84 - $8.72 $83.9K - $93.3K
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
Q4 2020 Filed on Jan 22, 2021
12,055
$43.06 - $44.41 $519K - $535K
Noble Energy Inc
Q4 2020 Filed on Jan 22, 2021
13,081
N/A
CTXS
Citrix Systems Inc

Technology
Q4 2020 Filed on Jan 22, 2021
1,596
$113.27 - $145.25 $181K - $232K
SPLK
Splunk Inc

Technology
Q4 2020 Filed on Jan 22, 2021
1,485
$153.49 - $219.46 $228K - $326K
Acasti Pharma Inc
Q4 2020 Filed on Jan 22, 2021
16,750
N/A
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q4 2020 Filed on Jan 22, 2021
4,562
$48.53 - $49.11 $221K - $224K
Pimco Dynamic Cr Income Fd
Q4 2020 Filed on Jan 22, 2021
78,598
N/A
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
28,905
$15.22 - $17.33 $440K - $501K
CWT
California Water Service Group

Utilities
Q4 2020 Filed on Jan 22, 2021
6,151
$44.57 - $54.29 $274K - $334K
Allianzgi Conv & Income Fd I
Q4 2020 Filed on Jan 22, 2021
27,152
N/A
DWM
Wisdomtree Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
7,955
$43.68 - $50.9 $347K - $405K
Vereit Inc
Q4 2020 Filed on Jan 22, 2021
50,326
N/A
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,576
$6.13 - $6.99 $89.4K - $102K
NFBK
Northfield Bancorp, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,284
$9.45 - $12.33 $154K - $201K
LDSF
First Tr ETF Viii Low Duration

ETFs
Q4 2020 Filed on Jan 22, 2021
15,871
$20.3 - $20.56 $322K - $326K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2020 Filed on Jan 22, 2021
20,903
$27.09 - $32.08 $566K - $671K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,108
$13.49 - $14.95 $136K - $151K
Inphi Corp
Q4 2020 Filed on Jan 22, 2021
14,000
N/A
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,913
$15.65 - $17.54 $233K - $262K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 22, 2021
21,383
N/A
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
11,102
$60.08 - $67.91 $667K - $754K
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email