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
RIGL
Rigel Pharmaceuticals Inc

Healthcare
Q2 2020 Filed on Aug 06, 2020
27,055
$1.41 - $2.05 $38.1K - $55.5K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
46,151
$5.07 - $7.81 $234K - $360K
SJI
South Jersey Industries Inc

Utilities
Q2 2020 Filed on Aug 06, 2020
8,098
$22.44 - $29.63 $182K - $240K
Nabors Industries LTD
Q1 2020 Filed on Apr 30, 2020
19,883
N/A
Northern Oil & Gas Inc Nev
Q1 2020 Filed on Apr 30, 2020
10,000
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2020 Filed on Apr 30, 2020
37,654
$23.33 - $27.94 $878K - $1.05M
Nuance Communications Inc
Q1 2020 Filed on Apr 30, 2020
14,000
N/A
Aqua America Inc
Q1 2020 Filed on Apr 30, 2020
13,338
N/A
Ship Finance International L
Q1 2020 Filed on Apr 30, 2020
25,000
N/A
FAX
Aberdeen Asia Pacific Income Fund Inc

Financial Services
Q1 2020 Filed on Apr 30, 2020
19,791
$2.91 - $4.4 $57.6K - $87.1K
MVIS
Microvision, Inc.

Technology
Q1 2020 Filed on Apr 30, 2020
12,380
$0.17 - $0.77 $2.1K - $9.53K
VNM
Vaneck Vietnam ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
30,559
$9.7 - $16.26 $296K - $497K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
8,487
$60.11 - $84.1 $510K - $714K
Liberty Ppty Tr
Q1 2020 Filed on Apr 30, 2020
3,746
N/A
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2020 Filed on Apr 30, 2020
4,668
$61.43 - $100.96 $287K - $471K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
5,204
$20.82 - $48.41 $108K - $252K
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2020 Filed on Apr 30, 2020
10,503
$15.54 - $27.83 $163K - $292K
MOTI
Vaneck Morningstar Internation

ETFs
Q1 2020 Filed on Apr 30, 2020
10,540
$21.61 - $32.75 $228K - $345K
United Cmnty Finl Corp Ohio
Q1 2020 Filed on Apr 30, 2020
32,834
N/A
ACC
American Campus Communities Inc

Real Estate
Q1 2020 Filed on Apr 30, 2020
4,994
$20.76 - $48.75 $104K - $243K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 30, 2020
2,359
N/A
Ak Stl Hldg Corp
Q1 2020 Filed on Apr 30, 2020
13,450
N/A
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
Q1 2020 Filed on Apr 30, 2020
9,000
$19.7 - $25.0 $177K - $225K
NCA
Nuveen California Municipal Value Fund

Financial Services
Q1 2020 Filed on Apr 30, 2020
24,639
$8.83 - $10.97 $218K - $270K
BE
Bloom Energy Corp

Industrials
Q1 2020 Filed on Apr 30, 2020
10,147
$3.07 - $14.09 $31.2K - $143K
WLY
John Wiley & Sons, Inc.

Communication Services
Q1 2020 Filed on Apr 30, 2020
4,105
$31.6 - $49.41 $130K - $203K
Invesco Bldrs Index Fds Tr
Q1 2020 Filed on Apr 30, 2020
11,023
N/A
Suntrust Bks Inc
Q4 2019 Filed on Feb 14, 2020
6,689
N/A
Symantec Corp
Q4 2019 Filed on Feb 14, 2020
16,940
N/A
ZD
Ziff Davis, Inc.

Communication Services
Q4 2019 Filed on Feb 14, 2020
5,031
$76.66 - $87.48 $386K - $440K
SAIC
Science Applications International Corp

Technology
Q4 2019 Filed on Feb 14, 2020
5,713
$78.86 - $89.49 $451K - $511K
Celgene Corp
Q4 2019 Filed on Feb 14, 2020
9,231
N/A
MIXT
Mi X Telematics LTD

Technology
Q4 2019 Filed on Feb 14, 2020
27,216
$11.99 - $13.8 $326K - $376K
Bb&T Corp
Q4 2019 Filed on Feb 14, 2020
11,995
N/A
Ishares Tr
Q4 2019 Filed on Feb 14, 2020
9,443
N/A
JHME
John Hancock Exchange Trade Fd

ETFs
Q4 2019 Filed on Feb 14, 2020
8,984
N/A
Invesco Exchng Trad Slf Inde
Q4 2019 Filed on Feb 14, 2020
14,272
N/A
Blackstone Group L P
Q3 2019 Filed on Nov 08, 2019
11,190
N/A
ROAM
Hartford Multifactor Emerging

ETFs
Q3 2019 Filed on Nov 08, 2019
9,151
$22.04 - $22.88 $202K - $209K
Altaba Inc
Q3 2019 Filed on Nov 08, 2019
5,799
N/A
OCFC
Oceanfirst Financial Corp

Financial Services
Q3 2019 Filed on Nov 08, 2019
9,139
$20.56 - $25.8 $188K - $236K
Tableau Software Inc
Q3 2019 Filed on Nov 08, 2019
3,357
N/A
L3 Technologies Inc
Q3 2019 Filed on Nov 08, 2019
1,475
N/A
Superior Energy Svcs Inc
Q3 2019 Filed on Nov 08, 2019
35,901
N/A
HAFC
Hanmi Financial Corp

Financial Services
Q3 2019 Filed on Nov 08, 2019
11,664
$17.13 - $22.53 $200K - $263K
GIM
Templeton Global Income Fund

Financial Services
Q3 2019 Filed on Nov 08, 2019
10,168
$6.09 - $6.52 $61.9K - $66.3K
Anadarko Pete Corp
Q3 2019 Filed on Nov 08, 2019
3,004
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q3 2019 Filed on Nov 08, 2019
12,380
$16.04 - $22.53 $199K - $279K
Red Hat Inc
Q3 2019 Filed on Nov 08, 2019
1,178
N/A
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