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
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
YGYI
Youngevity International, Inc.

Consumer Defensive
Q4 2020 Filed on Jan 22, 2021
49,663
$5.55 - $12.99 $276K - $645K
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
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
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
Oasis Petroleum Inc
Q4 2020 Filed on Jan 22, 2021
10,277
N/A
Allianzgi Conv & Income Fd I
Q4 2020 Filed on Jan 22, 2021
27,152
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
Dover Motorsports Inc
Q4 2020 Filed on Jan 22, 2021
17,351
N/A
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
22,402
$8.02 - $8.61 $180K - $193K
BLUE
Bluebird Bio, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
4,600
$27.5 - $37.92 $127K - $174K
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
STEW
Boulder Growth & Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
20,106
$9.5 - $11.19 $191K - $225K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
30,745
$15.69 - $17.12 $482K - $526K
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
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
28,541
$7.01 - $8.47 $200K - $242K
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
Bristol Myers Squibb CO
Q4 2020 Filed on Jan 22, 2021
17,409
N/A
DHC
Diversified Healthcare Trust

Real Estate
Q4 2020 Filed on Jan 22, 2021
61,758
$2.9 - $5.13 $179K - $317K
ASHR
Xtrackers Harvest Csi 300 Chin

ETFs
Q4 2020 Filed on Jan 22, 2021
24,811
$34.58 - $40.06 $858K - $994K
Cyrusone Inc
Q4 2020 Filed on Jan 22, 2021
3,098
N/A
CRBP
Corbus Pharmaceuticals Holdings, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
12,031
$0.94 - $1.89 $11.3K - $22.7K
Columbia Ppty Tr Inc
Q4 2020 Filed on Jan 22, 2021
18,060
N/A
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
CLNE
Clean Energy Fuels Corp.

Energy
Q4 2020 Filed on Jan 22, 2021
13,876
$2.42 - $8.53 $33.6K - $118K
Cerner Corp
Q4 2020 Filed on Jan 22, 2021
3,759
N/A
BCRX
Biocryst Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
25,000
$3.37 - $8.61 $84.3K - $215K
ANIX
Anixa Biosciences Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
53,150
$1.94 - $3.19 $103K - $170K
AAU
Almaden Minerals LTD

Basic Materials
Q4 2020 Filed on Jan 22, 2021
16,000
$0.47 - $1.21 $7.52K - $19.4K
AU
Anglogold Ashanti LTD

Basic Materials
Q4 2020 Filed on Jan 22, 2021
16,407
$20.77 - $27.97 $341K - $459K
AMED
Amedisys Inc

Healthcare
Q4 2020 Filed on Jan 22, 2021
1,949
$231.3 - $293.33 $451K - $572K
Allianzgi Diversified Income
Q4 2020 Filed on Jan 22, 2021
11,650
N/A
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