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
MAXR
Maxar Technologies Inc.

Technology
Q2 2020 Filed on Aug 06, 2020
22,685
$9.12 - $18.66 $207K - $423K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
Q2 2020 Filed on Aug 06, 2020
46,151
$5.07 - $7.81 $234K - $360K
Colony Cr Real Estate Inc
Q2 2020 Filed on Aug 06, 2020
21,896
N/A
DFNL
Davis Fundamental ETF Tr

ETFs
Q2 2020 Filed on Aug 06, 2020
32,227
$15.65 - $21.67 $504K - $698K
IRDM
Iridium Communications Inc.

Communication Services
Q2 2020 Filed on Aug 06, 2020
45,307
$20.23 - $26.99 $917K - $1.22M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
Q2 2020 Filed on Aug 06, 2020
28,753
$24.47 - $25.29 $704K - $727K
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
24,268
N/A
PSCH
Invesco S&P Smallcap Health Ca

ETFs
Q2 2020 Filed on Aug 06, 2020
2,145
$95.45 - $125.89 $205K - $270K
UTL
Unitil Corp

Utilities
Q2 2020 Filed on Aug 06, 2020
3,960
$42.97 - $57.72 $170K - $229K
Prospect Capital Corporation
Q2 2020 Filed on Aug 06, 2020
246,000
N/A
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q2 2020 Filed on Aug 06, 2020
15,637
$23.93 - $31.78 $374K - $497K
SJI
South Jersey Industries Inc

Utilities
Q2 2020 Filed on Aug 06, 2020
8,098
$22.44 - $29.63 $182K - $240K
Tivity Health Inc
Q2 2020 Filed on Aug 06, 2020
18,894
N/A
Tpg Specialty Lending Inc
Q2 2020 Filed on Aug 06, 2020
28,420
N/A
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
Priceline Grp Inc
Q2 2020 Filed on Aug 06, 2020
17,000
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 06, 2020
245,563
N/A
GEN
Gen Digital Inc Com
Q2 2020 Filed on Aug 06, 2020
14,874
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
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
11,560
N/A
CVA
Covanta Holding Corporation

Industrials
Q2 2020 Filed on Aug 06, 2020
21,295
N/A
Aon PLC
Q2 2020 Filed on Aug 06, 2020
1,292
N/A
MVIS
Microvision, Inc.

Technology
Q1 2020 Filed on Apr 30, 2020
12,380
$0.17 - $0.77 $2.1K - $9.53K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2020 Filed on Apr 30, 2020
8,487
$60.11 - $84.1 $510K - $714K
United Cmnty Finl Corp Ohio
Q1 2020 Filed on Apr 30, 2020
32,834
N/A
Aqua America Inc
Q1 2020 Filed on Apr 30, 2020
13,338
N/A
Northern Oil & Gas Inc Nev
Q1 2020 Filed on Apr 30, 2020
10,000
N/A
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
5,204
$20.82 - $48.41 $108K - $252K
SIZE
Ishares Msci Usa Size Factor E

ETFs
Q1 2020 Filed on Apr 30, 2020
4,668
$61.43 - $100.96 $287K - $471K
MOTI
Vaneck Morningstar Internation

ETFs
Q1 2020 Filed on Apr 30, 2020
10,540
$21.61 - $32.75 $228K - $345K
VNM
Vaneck Vietnam ETF

ETFs
Q1 2020 Filed on Apr 30, 2020
30,559
$9.7 - $16.26 $296K - $497K
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
Ak Stl Hldg Corp
Q1 2020 Filed on Apr 30, 2020
13,450
N/A
ACC
American Campus Communities Inc

Real Estate
Q1 2020 Filed on Apr 30, 2020
4,994
$20.76 - $48.75 $104K - $243K
Nuance Communications Inc
Q1 2020 Filed on Apr 30, 2020
14,000
N/A
Invesco Bldrs Index Fds Tr
Q1 2020 Filed on Apr 30, 2020
11,023
N/A
NCA
Nuveen California Municipal Value Fund

Financial Services
Q1 2020 Filed on Apr 30, 2020
24,639
$8.83 - $10.97 $218K - $270K
Ingersoll Rand PLC
Q1 2020 Filed on Apr 30, 2020
2,359
N/A
BE
Bloom Energy Corp

Industrials
Q1 2020 Filed on Apr 30, 2020
10,147
$3.07 - $14.09 $31.2K - $143K
FYX
First Tr Small Cap Core Alphad

ETFs
Q1 2020 Filed on Apr 30, 2020
12,717
$35.38 - $65.81 $450K - $837K
FRI
First Tr S&P Reit Index Fd

ETFs
Q1 2020 Filed on Apr 30, 2020
10,503
$15.54 - $27.83 $163K - $292K
Liberty Ppty Tr
Q1 2020 Filed on Apr 30, 2020
3,746
N/A
BSRR
Sierra Bancorp

Financial Services
Q1 2020 Filed on Apr 30, 2020
9,039
$13.05 - $29.21 $118K - $264K
Nabors Industries LTD
Q1 2020 Filed on Apr 30, 2020
19,883
N/A
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2020 Filed on Apr 30, 2020
37,654
$23.33 - $27.94 $878K - $1.05M
WLY
John Wiley & Sons, Inc.

Communication Services
Q1 2020 Filed on Apr 30, 2020
4,105
$31.6 - $49.41 $130K - $203K
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