Avantax Advisory Services, Inc. ETFs

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SIVR Abrdn Silver ETF Trust	$1.83B	$1.25 Million 0.01% of portfolio	38,602	Q1 2025 Reduced 2.71%
PFEB Innovator U.S. Equity Power Bu	$0	$1.23 Million 0.01% of portfolio	34,458	Q1 2025 Added 8.49%
FXI Ishares Tr	$0	$1.23 Million 0.01% of portfolio	34,308	Q1 2025 Reduced 21.51%
DFAI Dimensional ETF Tr	$0	$1.21 Million 0.01% of portfolio	38,852	Q1 2025 Reduced 0.03%
FJP First Trust Japan Alphadex Fun	$0	$1.21 Million 0.01% of portfolio	22,055	Q1 2025 Reduced 8.46%
PTRB Pgim ETF Tr Total Return Bd Et	$0	$1.2 Million 0.01% of portfolio	28,678	Q1 2025 Added 1.14%
HYMB Spdr Nuveen Bloomberg High Yie	$0	$1.19 Million 0.01% of portfolio	47,325	Q1 2025 Added 45.86%
INCO Columbia ETF Tr Ii Columbia In	$0	$1.19 Million 0.01% of portfolio	19,960	Q1 2025 New
EQAL Invesco ETF	$0	$1.17 Million 0.01% of portfolio	24,815	Q1 2025 Added 0.76%
HYGH Ishares U S ETF Tr Int Rate He	$0	$1.16 Million 0.01% of portfolio	13,649	Q1 2025 Added 127.41%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$1.15 Million 0.01% of portfolio	22,175	Q1 2025 Added 3.54%
SPMD Spdr Portfolio	$0	$1.15 Million 0.01% of portfolio	22,497	Q1 2025 Reduced 11.01%
JSML Janus Detroit Str Tr Henderson	$0	$1.15 Million 0.01% of portfolio	18,860	Q1 2025 Reduced 12.1%
PTBD Pacer Fds Tr Trendpilot U S Bo	$0	$1.14 Million 0.01% of portfolio	56,901	Q1 2025 Added 12.33%
TDV Proshares Tr S&P Tech Divid Ar	$0	$1.12 Million 0.01% of portfolio	15,439	Q1 2025 Reduced 7.87%
BIBL Northern Lts Fd Tr Iv	$0	$1.11 Million 0.01% of portfolio	28,939	Q1 2025 Reduced 60.66%
URTH Ishares Msci World ETF	$0	$1.1 Million 0.01% of portfolio	7,190	Q1 2025 New
PJAN Innovator U.S. Equity Power Bu	$0	$1.08 Million 0.01% of portfolio	25,995	Q1 2025 Added 9.01%
BUL Pacer Fds Tr U S Cash Cows Gro	$0	$1.08 Million 0.01% of portfolio	24,516	Q1 2025 Added 17.71%
RWO Spdr Dow Jones Global Real Est	$0	$1.08 Million 0.01% of portfolio	24,694	Q1 2025 Added 84.57%
PRN Invesco Dwa Industrials Moment	$0	$1.07 Million 0.01% of portfolio	7,795	Q1 2025 Added 17.08%
PNQI Invesco Nasdaq Internet ETF	$0	$1.07 Million 0.01% of portfolio	24,302	Q1 2025 Reduced 13.97%
IGE Ishares Tr North Amern Nat Res	$0	$1.07 Million 0.01% of portfolio	23,586	Q1 2025 Reduced 34.27%
FV First Trust Dorsey Wright Focu	$0	$1.07 Million 0.01% of portfolio	19,428	Q1 2025 Reduced 6.07%
IFRA Ishares Tr	$0	$1.06 Million 0.01% of portfolio	23,603	Q1 2025 Reduced 66.04%
PDBC Invesco Act Mge Et Cmdt Fd Tr	$0	$1.05 Million 0.01% of portfolio	77,229	Q1 2025 Added 15.04%
KWEB Kraneshares Tr Csi China Inter	$0	$1.04 Million 0.01% of portfolio	29,933	Q1 2025 Added 65.99%
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$1.03 Million 0.01% of portfolio	26,270	Q1 2025 Added 11.4%
PSCT Invesco S&P Smallcap Informati	$0	$1.03 Million 0.01% of portfolio	25,767	Q1 2025 Reduced 8.84%
KAPR Innovator U.S. Small Cap Power	$0	$1.03 Million 0.01% of portfolio	33,398	Q1 2025 Reduced 0.6%
KBWP Invesco ETF Tr Ii Kbw Property	$0	$1.03 Million 0.01% of portfolio	8,274	Q1 2025 New
EZM Wisdomtree U.S. Midcap Fund	$0	$1.03 Million 0.01% of portfolio	17,211	Q1 2025 Added 43.45%
FBT First Trust Nyse Arca Biotechn	$0	$1.02 Million 0.01% of portfolio	6,008	Q1 2025 Reduced 30.84%
RAAX Vaneck ETF Trust Inflation All	$0	$1.01 Million 0.01% of portfolio	33,274	Q1 2025 Added 97.32%
HERD Pacer Fds Tr Cash Cows Fd Fds	$0	$1.01 Million 0.01% of portfolio	26,944	Q1 2025 Added 23.35%
SCHM Schwab Strategic U.S. Mid Cap	$0	$986,000 0.01% of portfolio	37,647	Q1 2025 Added 2.48%
VFMO Vanguard Wellington Fd U S Mom	$0	$972,000 0.01% of portfolio	6,410	Q1 2025 Added 3.54%
QQQE Direxion Nasdaq 100 Equal Weig	$0	$963,000 0.01% of portfolio	11,053	Q1 2025 Added 20.46%
FHLC Fidelity Covington Tr Msci Hea	$0	$962,000 0.01% of portfolio	14,094	Q1 2025 Reduced 0.25%
CDX Simplify Exch.Trad Fds Simplif	$0	$961,000 0.01% of portfolio	41,902	Q1 2025 Added 10.4%
BSCU Invesco Exc Self Ind Tr	$0	$957,000 0.01% of portfolio	57,711	Q1 2025 Added 11.56%
DXJ Wisdomtree Trust Japan Hedged	$0	$956,000 0.01% of portfolio	8,685	Q1 2025 Added 10.24%
DBC Invesco Db Commodity Index Tracking Fund	$3.53B	$955,000 0.01% of portfolio	42,469	Q1 2025 Added 17.74%
IYH Ishares Tr	$0	$950,000 0.01% of portfolio	15,615	Q1 2025 Added 8.52%
ICVT Ishares Tr Convertible Bond Et	$0	$949,000 0.01% of portfolio	11,362	Q1 2025 Reduced 1.9%
DGS Wisdomtree Emerging Markets Sm	$0	$933,000 0.01% of portfolio	19,321	Q1 2025 Added 6.46%
HNDL Strategy Shs	$0	$930,000 0.01% of portfolio	44,144	Q1 2025 Added 4.42%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe	$0	$922,000 0.01% of portfolio	30,878	Q1 2025 Added 96.36%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$920,000 0.01% of portfolio	39,917	Q1 2025 Added 11.25%
JNK Spdr Bloomberg High Yield Bond	$0	$916,000 0.01% of portfolio	9,621	Q1 2025 Added 24.09%

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