Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
Q4 2020 Filed on Jan 22, 2021
5,835
$81.31 - $82.21 $474K - $480K
Marvell Technology Group LTD
Q4 2020 Filed on Jan 22, 2021
8,644
N/A
MKTX
Marketaxess Holdings Inc

Financial Services
Q4 2020 Filed on Jan 22, 2021
452
$482.52 - $590.32 $218K - $267K
M
Macy'S, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
19,718
$5.81 - $12.03 $115K - $237K
ASG
Liberty All Star Growth Fund Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
13,389
$7.09 - $8.79 $94.9K - $118K
LGIH
Lgi Homes, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
2,710
$102.52 - $129.12 $278K - $350K
Investors Bancorp Inc New
Q4 2020 Filed on Jan 22, 2021
18,374
N/A
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,108
$13.49 - $14.95 $136K - $151K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
19,244
$14.49 - $15.19 $279K - $292K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
28,905
$15.22 - $17.33 $440K - $501K
Pimco Dynamic Cr Income Fd
Q4 2020 Filed on Jan 22, 2021
78,598
N/A
PPT
Putnam Premier Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
50,011
$4.37 - $4.68 $219K - $234K
VLT
Invesco High Income Trust Ii

Financial Services
Q4 2020 Filed on Jan 22, 2021
27,558
$12.1 - $13.67 $333K - $377K
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
Antares Pharma Inc
Q4 2020 Filed on Jan 22, 2021
15,500
N/A
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
IFGL
Ishares International Develope

ETFs
Q4 2020 Filed on Jan 22, 2021
15,822
$22.76 - $27.32 $360K - $432K
PWB
Invesco Exchange Traded Fd Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
11,102
$60.08 - $67.91 $667K - $754K
NFBK
Northfield Bancorp, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,284
$9.45 - $12.33 $154K - $201K
RCS
Pimco Strategic Income Fund, Inc

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,576
$6.13 - $6.99 $89.4K - $102K
BIT
Black Rock Multi Sector Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,913
$15.65 - $17.54 $233K - $262K
Vereit Inc
Q4 2020 Filed on Jan 22, 2021
50,326
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
Oasis Petroleum Inc
Q4 2020 Filed on Jan 22, 2021
10,277
N/A
CWT
California Water Service Group

Utilities
Q4 2020 Filed on Jan 22, 2021
6,151
$44.57 - $54.29 $274K - $334K
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
Texas Pac Ld Tr
Q4 2020 Filed on Jan 22, 2021
533
N/A
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
Inphi Corp
Q4 2020 Filed on Jan 22, 2021
14,000
N/A
RXI
Ishares Tr

ETFs
Q4 2020 Filed on Jan 22, 2021
1,792
$133.29 - $155.54 $239K - $279K
Invesco Exch Trd Slf Idx Fd
Q4 2020 Filed on Jan 22, 2021
21,383
N/A
MINC
Advisorshares Tr Newfleet Mult

ETFs
Q4 2020 Filed on Jan 22, 2021
4,562
$48.53 - $49.11 $221K - $224K
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
CG
Carlyle Group Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,913
$24.88 - $31.44 $272K - $343K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,900
$4.91 - $8.81 $87.9K - $158K
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
BOH
Bank Of Hawaii Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,546
$50.03 - $79.51 $828K - $1.32M
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