Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,449
$10.2 - $12.2 $107K - $127K
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
GLAD
Gladstone Capital Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
26,811
$7.03 - $9.1 $188K - $244K
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
Pimco Dynamic Cr Income Fd
Q4 2020 Filed on Jan 22, 2021
78,598
N/A
DWM
Wisdomtree Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
7,955
$43.68 - $50.9 $347K - $405K
Allianzgi Conv & Income Fd I
Q4 2020 Filed on Jan 22, 2021
27,152
N/A
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
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,108
$13.49 - $14.95 $136K - $151K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
Q4 2020 Filed on Jan 22, 2021
20,903
$27.09 - $32.08 $566K - $671K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,913
$15.65 - $17.54 $233K - $262K
Inphi Corp
Q4 2020 Filed on Jan 22, 2021
14,000
N/A
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
VLT
Invesco High Income Trust Ii

Financial Services
Q4 2020 Filed on Jan 22, 2021
27,558
$12.1 - $13.67 $333K - $377K
IFGL
Ishares International Develope

ETFs
Q4 2020 Filed on Jan 22, 2021
15,822
$22.76 - $27.32 $360K - $432K
Oasis Petroleum Inc
Q4 2020 Filed on Jan 22, 2021
10,277
N/A
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
AXU
Alexco Resource Corp

Basic Materials
Q4 2020 Filed on Jan 22, 2021
17,000
$2.34 - $3.18 $39.8K - $54.1K
PSF
Cohen & Steers Select Preferred & Income Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,227
$24.68 - $28.48 $351K - $405K
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
25,000
$3.37 - $8.61 $84.3K - $215K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
46,539
$14.82 - $17.65 $690K - $821K
BOXL
Boxlight Corp

Technology
Q4 2020 Filed on Jan 22, 2021
20,500
$1.31 - $2.06 $26.9K - $42.2K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
28,541
$7.01 - $8.47 $200K - $242K
CLNE
Clean Energy Fuels Corp.

Energy
Q4 2020 Filed on Jan 22, 2021
13,876
$2.42 - $8.53 $33.6K - $118K
FRA
Blackrock Floating Rate Income Strategies Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
22,135
$11.27 - $12.3 $249K - $272K
Cerner Corp
Q4 2020 Filed on Jan 22, 2021
3,759
N/A
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
30,745
$15.69 - $17.12 $482K - $526K
CG
Carlyle Group Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,913
$24.88 - $31.44 $272K - $343K
Bristol Myers Squibb CO
Q4 2020 Filed on Jan 22, 2021
17,409
N/A
STEW
Boulder Growth & Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
20,106
$9.5 - $11.19 $191K - $225K
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,367
$21.53 - $25.04 $223K - $260K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
22,402
$8.02 - $8.61 $180K - $193K
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