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
RDOG
Alps ETF Trust Alps Reit Divid

ETFs
Q4 2020 Filed on Jan 22, 2021
7,174
$32.64 - $42.7 $234K - $306K
BSBR
Banco Santander (Brasil) S.A.

Financial Services
Q4 2020 Filed on Jan 22, 2021
17,900
$4.91 - $8.81 $87.9K - $158K
Allianzgi Conv Income Fd
Q4 2020 Filed on Jan 22, 2021
14,704
N/A
AXU
Alexco Resource Corp

Basic Materials
Q4 2020 Filed on Jan 22, 2021
17,000
$2.34 - $3.18 $39.8K - $54.1K
Alexion Pharmaceuticals Inc
Q4 2020 Filed on Jan 22, 2021
11,428
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
ZTR
Virtus Total Return Fund Inc.

Financial
Q3 2020 Filed on Oct 14, 2020
25,772
$7.76 - $8.37 $200K - $216K
IBCP
Independent Bank Corp

Financial Services
Q3 2020 Filed on Oct 14, 2020
20,015
$12.29 - $15.7 $246K - $314K
FBC
Flagstar Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 14, 2020
10,124
$26.81 - $32.83 $271K - $332K
VMW
Vmware, Inc.

Technology
Q3 2020 Filed on Oct 14, 2020
1,653
$134.48 - $153.1 $222K - $253K
DRE
Duke Realty Corp

Real Estate
Q3 2020 Filed on Oct 14, 2020
6,354
$35.31 - $40.2 $224K - $255K
KMPR
Kemper Corp

Financial Services
Q3 2020 Filed on Oct 14, 2020
2,877
$65.11 - $84.85 $187K - $244K
TEAM
Atlassian Corp PLC

Technology
Q3 2020 Filed on Oct 14, 2020
1,345
$160.75 - $196.41 $216K - $264K
BRX
Brixmor Property Group Inc.

Real Estate
Q3 2020 Filed on Oct 14, 2020
23,384
$10.99 - $13.26 $257K - $310K
Organovo Hldgs Inc
Q3 2020 Filed on Oct 14, 2020
100,960
N/A
CAE
Cae Inc

Industrials
Q3 2020 Filed on Oct 14, 2020
12,007
$14.05 - $16.48 $169K - $198K
WTRH
Waitr Holdings Inc.

Technology
Q3 2020 Filed on Oct 14, 2020
247,050
$2.63 - $5.59 $650K - $1.38M
John Hancock Exchange Traded
Q3 2020 Filed on Oct 14, 2020
9,063
N/A
LZB
La Z Boy Inc

Consumer Cyclical
Q3 2020 Filed on Oct 14, 2020
16,392
$26.3 - $33.62 $431K - $551K
Pennsylvania Real Estate Inv
Q3 2020 Filed on Oct 14, 2020
13,671
N/A
Polymet Mng Corp
Q3 2020 Filed on Oct 14, 2020
32,006
N/A
Telefonica Brasil Sa
Q3 2020 Filed on Oct 14, 2020
10,286
N/A
Lattice Strategies Tr
Q3 2020 Filed on Oct 14, 2020
15,822
N/A
SASR
Sandy Spring Bancorp Inc

Financial Services
Q3 2020 Filed on Oct 14, 2020
10,006
$21.32 - $25.65 $213K - $257K
DFNL
Davis Fundamental ETF Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
32,227
$15.65 - $21.67 $504K - $698K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2020 Filed on Aug 06, 2020
28,753
$24.47 - $25.29 $704K - $727K
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2020 Filed on Aug 06, 2020
2,145
$95.45 - $125.89 $205K - $270K
IRDM
Iridium Communications Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
45,307
$20.23 - $26.99 $917K - $1.22M
Colony Cr Real Estate Inc
Q2 2020 Filed on Aug 06, 2020
21,896
N/A
Goldman Sachs Mlp Energy Ren
Q2 2020 Filed on Aug 06, 2020
21,338
N/A
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
11,560
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q2 2020 Filed on Aug 06, 2020
11,622
$7.46 - $15.4 $86.7K - $179K
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
24,268
N/A
Chesapeake Energy Corp
Q2 2020 Filed on Aug 06, 2020
141,928
N/A
Fs Kkr Capital Corp
Q2 2020 Filed on Aug 06, 2020
1,043,139
N/A
WMS
Advanced Drainage Systems, Inc.

Industrials
Q2 2020 Filed on Aug 06, 2020
13,711
$26.3 - $50.02 $361K - $686K
MAXR
Maxar Technologies Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
22,685
$9.12 - $18.66 $207K - $423K
Priceline Grp Inc
Q2 2020 Filed on Aug 06, 2020
17,000
N/A
Prospect Capital Corporation
Q2 2020 Filed on Aug 06, 2020
246,000
N/A
Aon PLC
Q2 2020 Filed on Aug 06, 2020
1,292
N/A
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q2 2020 Filed on Aug 06, 2020
15,637
$23.93 - $31.78 $374K - $497K
CVA
Covanta Holding Corporation

Industrials
Q2 2020 Filed on Aug 06, 2020
21,295
N/A
Tivity Health Inc
Q2 2020 Filed on Aug 06, 2020
18,894
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 06, 2020
245,563
N/A
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 06, 2020
28,420
N/A
UTL
Unitil Corp

Utilities
Q2 2020 Filed on Aug 06, 2020
3,960
$42.97 - $57.72 $170K - $229K
GLV
Clough Global Dividend & Income Fund

Financial Services
Q2 2020 Filed on Aug 06, 2020
15,810
$7.51 - $8.81 $119K - $139K
EFL
Eaton Vance Floating Rate 2022 Target Term Trust

N/A
Q2 2020 Filed on Aug 06, 2020
12,100
$6.87 - $8.38 $83.1K - $101K
First Defiance Finl Corp
Q2 2020 Filed on Aug 06, 2020
10,617
N/A
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