Avantax Advisory Services, Inc. ETFs

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
QCLN First Tr Nasdaq Clean Edge Gre	$0	$236,000 0.0% of portfolio	7,249	Q2 2025 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$232,000 0.0% of portfolio	10,082	Q2 2025 Reduced 60.93%
FTSD Franklin ETF Tr Liberty Short	$0	$231,000 0.0% of portfolio	2,545	Q2 2025 Added 2.5%
PIE Invesco Exchange Traded Fd Tr	$0	$231,000 0.0% of portfolio	11,061	Q2 2025 Reduced 72.12%
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$230,000 0.0% of portfolio	4,934	Q2 2025 Reduced 28.22%
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$227,000 0.0% of portfolio	10,157	Q2 2025 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$227,000 0.0% of portfolio	3,382	Q2 2025 New
FILL Ishares Inc Msci Global Energy	$0	$226,000 0.0% of portfolio	9,537	Q2 2025 Reduced 12.58%
FXN First Tr Exchange Traded Fd Fi	$0	$221,000 0.0% of portfolio	14,583	Q2 2025 Reduced 50.12%
BAR Granite Shares Gold Trust	$1.98B	$221,000 0.0% of portfolio	6,780	Q2 2025 New
QSPT First Tr ETF Fd Viii Cboe Vest	$0	$220,000 0.0% of portfolio	7,463	Q2 2025 Reduced 27.71%
CFA Victory Portfolios Ii Shs Us 5	$0	$220,000 0.0% of portfolio	2,505	Q3 2024 New
BLES Northern Lts Fd Tr Iv Inspire	$0	$219,000 0.0% of portfolio	5,403	Q2 2025 New
SHYL Dbx ETF Tr Deutsche X Trackers	$0	$217,000 0.0% of portfolio	4,798	Q2 2025 Added 6.46%
RING Ishares Inc Msci Global Gold M	$0	$216,000 0.0% of portfolio	4,948	Q2 2025 Reduced 21.54%
FXI Ishares Tr	$0	$215,000 0.0% of portfolio	5,860	Q2 2025 Reduced 82.92%
PBUS Invesco ETF Tr Ii Purebeta Msc	$0	$214,000 0.0% of portfolio	3,456	Q2 2025 New
DFIC Dimensional ETF Tr Dimensional	$0	$213,000 0.0% of portfolio	6,861	Q2 2025 New
JPIN Jp Morgan Diversified Return I	$0	$213,000 0.0% of portfolio	3,323	Q2 2025 New
BMAY Innovator U.S. Equity Buffer E	$0	$210,000 0.0% of portfolio	4,994	Q2 2025 New
STPZ Pimco ETF Tr 1 5 Yr Us Tips In	$0	$209,000 0.0% of portfolio	3,888	Q2 2025 Added 0.26%
HYD Vaneck High Yield Muni ETF	$0	$209,000 0.0% of portfolio	4,173	Q2 2025 Reduced 61.97%
FXO First Tr Exchange Traded Fd Fi	$0	$206,000 0.0% of portfolio	3,680	Q2 2025 New
FPXI First Tr Exchange Traded Fd Ii	$0	$206,000 0.0% of portfolio	3,663	Q2 2025 Reduced 14.01%
ISCF Ishares Msci Intl Small Cap Mu	$0	$206,000 0.0% of portfolio	5,332	Q2 2025 New
JETS ETF Ser Solutions U S Global J	$0	$205,000 0.0% of portfolio	8,938	Q2 2025 New
BSMU Invesco Exchange Self Ind Tr	$0	$204,000 0.0% of portfolio	9,529	Q2 2025 New
AVDV American Centy ETF Tr Avantis	$0	$203,000 0.0% of portfolio	2,564	Q2 2025 New
MARB First Tr Exchange Traded Fd Ii	$0	$203,000 0.0% of portfolio	9,966	Q2 2025 New
ACWV Ishares Msci Global Min Vol Fa	$0	$203,000 0.0% of portfolio	1,717	Q2 2025 Reduced 4.35%
USTB Victory Portfolios Ii Victorys	$0	$202,000 0.0% of portfolio	3,982	Q2 2025 New
IUS Invesco Ex Traded Self Indx Fd	$0	$201,000 0.0% of portfolio	3,905	Q2 2025 Reduced 17.16%
IGF Ishares Global Infrastructure	$0	$201,000 0.0% of portfolio	3,405	Q2 2025 New
KBWD Invesco ETF Tr Ii Kbw High Div	$0	$200,000 0.0% of portfolio	14,456	Q2 2025 Added 4.88%
CGW Invesco ETF Tr Ii S&P Global W	$0	$200,000 0.0% of portfolio	3,205	Q2 2025 New
WFHY Wisdomtree U.S. High Yield Cor	$0	$200,000 0.0% of portfolio	4,377	Q2 2025 New
TIPX Spdr Bloomberg 1 10 Year Tips	$0	$197,000 0.0% of portfolio	10,308	Q2 2025 New
VPN Global X Fds Data Ctr Reits &	$0	$196,000 0.0% of portfolio	12,327	Q2 2025 Added 6.14%
BJUN Innovator U.S. Equity Buffer E	$0	$188,000 0.0% of portfolio	4,818	Q2 2025 New
FIVG ETF Ser Solutions Defiance Nex	$0	$178,000 0.0% of portfolio	4,391	Q2 2025 Reduced 28.47%
QEFA Spdr Index Shs Fds Msci Eafe S	$0	$175,000 0.0% of portfolio	2,347	Q2 2025 New
DBO Invesco Db Oil Fund	$380M	$160,000 0.0% of portfolio	12,148	Q2 2025 Reduced 4.58%
NDMO Nuveen Dynamic Municipal Opportunities Fund	$0	$131,000 0.0% of portfolio	13,101	Q2 2025 Reduced 72.48%
AZAA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	7,628	Q2 2025 Reduced 40.14%
AZAJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	5,976	Q4 2024 New
AZAO Aim ETF Prods Trallianzim U S	$0	$0 0.0% of portfolio	20,011	Q2 2025 Reduced 5.22%
AZBA Aim ETF Prods Tr Allianzim U S	$0	$0 0.0% of portfolio	16,617	Q2 2025 Reduced 0.88%
AZBO Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	32,400	Q2 2025 Added 0.13%
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	24,882	Q2 2025 Added 14.91%
PLW Invesco 1 30 Laddered Treasury	$0	$0 0.0% of portfolio	85,403	Q2 2025 Added 10.9%

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