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
SCHO Schwab Short Term Us Treasury	$0	$407,000 0.0% of portfolio	16,750	Q1 2025 Reduced 5.99%
FSTA Fidelity Covington Tr Msci Con	$0	$403,000 0.0% of portfolio	7,894	Q1 2025 New
QDEC First Tr Ex Tr Fd Viii Cboe Ve	$0	$401,000 0.0% of portfolio	15,345	Q1 2025 Added 61.03%
HDMV First Tr ETF Iii Horizon Manag	$0	$400,000 0.0% of portfolio	12,472	Q1 2025 Reduced 55.36%
KRE Spdr S&P Regional Banking ETF	$0	$399,000 0.0% of portfolio	7,028	Q1 2025 Reduced 2.73%
DDLS Wisdomtree Tr Dynamic Currency	$0	$399,000 0.0% of portfolio	11,294	Q1 2025 Added 3.63%
ARKG Ark Genomic Revolution ETF (De	$0	$397,000 0.0% of portfolio	19,147	Q1 2025 Reduced 33.29%
PWZ Invesco California Amt Free Mu	$0	$396,000 0.0% of portfolio	16,617	Q3 2024 Added 2.47%
AOA Ishares Tr Core Aggressive All	$0	$393,000 0.0% of portfolio	5,141	Q1 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$391,000 0.0% of portfolio	4,996	Q1 2025 Added 73.77%
CLOI Vaneck ETF Tr	$0	$391,000 0.0% of portfolio	7,407	Q1 2025 Added 65.93%
FLIN Franklin Templeton ETF Tr	$0	$385,000 0.0% of portfolio	10,459	Q1 2025 Reduced 63.58%
DHS Wisdomtree Tr U.S	$0	$383,000 0.0% of portfolio	3,869	Q1 2025 Added 2.63%
ROBT First Tr Exchange Traded Fd Vi	$0	$370,000 0.0% of portfolio	9,100	Q1 2025 Added 7.3%
LIT Global X Fds Global X Lithium	$0	$370,000 0.0% of portfolio	9,538	Q1 2025 Added 4.62%
UAPR Innovator U.S. Equity Ultra Bu	$0	$362,000 0.0% of portfolio	12,131	Q1 2025 Reduced 0.3%
IPKW Invesco ETF Tr Ii Internationa	$0	$362,000 0.0% of portfolio	7,948	Q1 2025 Added 11.08%
SHYD Vaneck Short High Yield Muni E	$0	$359,000 0.0% of portfolio	15,963	Q1 2025 Added 38.29%
COMT Ishares U.S. ETF Trust Gsci CO	$0	$357,000 0.0% of portfolio	13,501	Q1 2025 Added 10.2%
HSMV First Tr Exchange Trd Fd Iii H	$0	$349,000 0.0% of portfolio	9,700	Q1 2025 Added 1.04%
IEUR Ishares Tr Ishares Core Msci E	$0	$348,000 0.0% of portfolio	5,788	Q1 2025 Added 9.35%
SRVR Pacer Fds Tr Benchmark Data &	$0	$343,000 0.0% of portfolio	11,694	Q1 2025 Reduced 10.41%
TIPZ Pimco ETF Tr Broad Us Tips Ind	$0	$343,000 0.0% of portfolio	6,373	Q1 2025 Added 38.42%
FSMB First Tr Et Fd Iii Short Durat	$0	$342,000 0.0% of portfolio	17,235	Q1 2025 New
UUP Invesco Db Us Dollar Index Bullish Fund	$1.67B	$342,000 0.0% of portfolio	11,984	Q1 2025 Added 18.89%
LEAD Siren Divcon Leaders Dividend	$0	$338,000 0.0% of portfolio	5,220	Q1 2025 Reduced 17.7%
XCEM Columbia ETF Tr Ii	$0	$337,000 0.0% of portfolio	11,421	Q1 2025 Added 9.05%
IPAC Ishares Tr Ishares Core Msci P	$0	$336,000 0.0% of portfolio	5,411	Q1 2025 Reduced 0.59%
JMBS Janus Detroit Str Tr Henderson	$0	$336,000 0.0% of portfolio	7,454	Q1 2025 Added 0.66%
PPA Invesco Exchange Traded Fd Tr	$0	$328,000 0.0% of portfolio	2,815	Q1 2025 Added 14.99%
DIV Global X Superdividend Us ETF	$0	$326,000 0.0% of portfolio	18,989	Q1 2025 Added 0.8%
FCOM Fidelity Covington Tr Msci Com	$0	$324,000 0.0% of portfolio	5,774	Q1 2025 Reduced 1.89%
SPTI Spdr Ser Tr Spdr Portfolio Int	$0	$323,000 0.0% of portfolio	11,321	Q1 2025 Reduced 24.8%
XJUN Ft Exch Trd Fd Viii Cboe Vest	$0	$320,000 0.0% of portfolio	8,330	Q1 2025 Reduced 36.29%
ISMD Northern Lts Fd Tr Iv	$0	$320,000 0.0% of portfolio	9,388	Q1 2025 Added 11.11%
PSMD Pacer Fds Tr Swan Sos Moderate	$0	$317,000 0.0% of portfolio	11,073	Q1 2025 Added 33.04%
DIVB Ishares Tr U S Divid & Buyback	$0	$314,000 0.0% of portfolio	6,480	Q1 2025 Reduced 38.54%
FCAL First Tr Iii Calif Mun High In	$0	$313,000 0.0% of portfolio	6,465	Q1 2025 Reduced 0.19%
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$309,000 0.0% of portfolio	8,837	Q1 2025 Reduced 22.6%
TBUX T Rowe Price Exchange Traded F	$0	$309,000 0.0% of portfolio	6,242	Q1 2025 New
IRBO Ishares Robotics & Artificial	$0	$299,000 0.0% of portfolio	9,330	Q1 2025 New
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$298,000 0.0% of portfolio	6,874	Q1 2025 Reduced 13.24%
PIO Invesco Exchange Traded Fd Tr	$0	$297,000 0.0% of portfolio	7,415	Q1 2025 Added 0.04%
DFEV Dimensional ETF Tr Emerging Mk	$0	$293,000 0.0% of portfolio	10,864	Q1 2025 New
FLBR Franklin Templeton ETF Tr	$0	$293,000 0.0% of portfolio	17,794	Q1 2025 Reduced 0.22%
FPX First Trust Us Equity Opportun	$0	$291,000 0.0% of portfolio	2,609	Q1 2025 Reduced 2.5%
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$291,000 0.0% of portfolio	2,828	Q1 2025 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$289,000 0.0% of portfolio	11,578	Q1 2025 Reduced 23.26%
SCHY Schwab Strategic Tr Intl Divid	$0	$287,000 0.0% of portfolio	11,340	Q1 2025 Reduced 11.92%
FGD First Tr Exchange Trd Fd Ii Fi	$0	$285,000 0.0% of portfolio	11,813	Q1 2025 Added 2.65%

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