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
ESGE Ishares, Inc. Ishares Esg Awar	$0	$3.18 Million 0.02% of portfolio	90,853	Q1 2025 Added 2.39%
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$3.17 Million 0.02% of portfolio	155,621	Q1 2025 Added 12.18%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$3.16 Million 0.02% of portfolio	161,264	Q1 2025 Added 6.62%
AGZ Ishares Agency Bond ETF	$0	$3.16 Million 0.02% of portfolio	28,861	Q1 2025 Reduced 10.18%
XSMO Invesco S&P Smallcap Momentum	$0	$3.13 Million 0.02% of portfolio	49,908	Q1 2025 Added 23.46%
SLV I Shares Silver Trust	$18.5B	$3.06 Million 0.02% of portfolio	98,683	Q1 2025 Added 11.9%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$3.05 Million 0.02% of portfolio	74,851	Q1 2025 Added 53.39%
VIS Vanguard Industrial ETF	$0	$3.04 Million 0.02% of portfolio	12,265	Q1 2025 Reduced 2.19%
FXL First Tr Exchange Traded Fd Fi	$0	$3.02 Million 0.02% of portfolio	22,851	Q1 2025 Reduced 20.07%
FMF First Trust Managed Futures St	$0	$3.02 Million 0.02% of portfolio	65,496	Q1 2025 Added 3.14%
BOTZ Global X Fds	$0	$3.01 Million 0.02% of portfolio	105,594	Q1 2025 Added 9.87%
PKB Invesco Exchange Traded Fd Tr	$0	$2.98 Million 0.02% of portfolio	44,254	Q1 2025 New
FNX First Tr Mid Cap Core Alphadex	$0	$2.96 Million 0.02% of portfolio	27,126	Q1 2025 Added 0.96%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$2.95 Million 0.02% of portfolio	56,802	Q1 2025 Added 16.14%
VGSH Vanguard	$0	$2.95 Million 0.02% of portfolio	50,202	Q1 2025 Added 19.91%
HEEM Ishares Currency Hedged Msci E	$0	$2.94 Million 0.02% of portfolio	104,862	Q1 2025 Added 4.73%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$2.92 Million 0.02% of portfolio	116,149	Q1 2025 Reduced 10.3%
VTWG Vanguard Russell 2000 Growth E	$0	$2.91 Million 0.02% of portfolio	15,595	Q1 2025 Added 27.22%
VV Vanguard Large Cap ETF	$0	$2.89 Million 0.02% of portfolio	11,229	Q1 2025 Added 2.12%
IGRO Ishares Tr International Divid	$0	$2.88 Million 0.02% of portfolio	39,740	Q1 2025 Added 7.29%
SPHB Invesco ETF Tr Ii S&P 500 High	$0	$2.87 Million 0.02% of portfolio	36,731	Q1 2025 Reduced 18.91%
ISCB International Speedway Corp	$0	$2.86 Million 0.02% of portfolio	52,816	Q1 2025 Reduced 1.29%
FTHI First Trust Exchange Traded Fd	$0	$2.86 Million 0.02% of portfolio	130,685	Q1 2025 Added 42.56%
RWJ Invesco Exchange Traded Fd Tr	$0	$2.8 Million 0.02% of portfolio	68,785	Q1 2025 Added 7.9%
VXF Vanguard Extended Market ETF	$0	$2.77 Million 0.02% of portfolio	16,094	Q1 2025 Reduced 4.39%
JMST Jp Morgan Ultra Short Mun Inco	$0	$2.77 Million 0.02% of portfolio	54,409	Q1 2025 Added 45.1%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$2.76 Million 0.02% of portfolio	28,556	Q1 2025 Added 7.85%
MINO Pimco ETF Tr Municipal Income	$0	$2.69 Million 0.02% of portfolio	60,173	Q1 2025 Added 6.06%
RECS Columbia ETF Tr I	$0	$2.68 Million 0.02% of portfolio	80,795	Q1 2025 New
FDT First Trust Developed Markets	$0	$2.67 Million 0.02% of portfolio	45,886	Q1 2025 Reduced 9.19%
AGGH Simp Exch.Tra.Fds Simplify Agg	$0	$2.67 Million 0.02% of portfolio	126,051	Q1 2025 Added 8.16%
SHM Spdr Nuveen Bloomberg Short Te	$0	$2.66 Million 0.02% of portfolio	55,864	Q1 2025 Reduced 5.3%
HMOP Hartford Fds Exchange Traded T	$0	$2.66 Million 0.02% of portfolio	69,147	Q1 2025 Added 1.08%
HYDB Ishares Tr Edge High Yield Def	$0	$2.65 Million 0.02% of portfolio	56,366	Q1 2025 Added 10.88%
DSI Ishares Msci Kld 400 Social Et	$0	$2.65 Million 0.02% of portfolio	25,887	Q1 2025 Added 26.14%
DFAT Dimensional ETF Tr U S Target	$0	$2.63 Million 0.02% of portfolio	51,088	Q1 2025 Added 7.43%
IJJ Ishares S&P Midcap 400 Value E	$0	$2.62 Million 0.02% of portfolio	21,869	Q1 2025 Added 7.11%
FLTR Vaneck ETF Tr Investment Grade	$0	$2.6 Million 0.02% of portfolio	101,848	Q1 2025 Added 32.45%
PFLD ETF Ser Solutions Aam Low Dura	$0	$2.55 Million 0.02% of portfolio	126,243	Q1 2025 Added 1.42%
SCHA Schwab Strategic Tr Us Small C	$0	$2.53 Million 0.02% of portfolio	108,074	Q1 2025 Added 21.97%
DLN Wisdomtree Tr U.S Largecap Div	$0	$2.52 Million 0.02% of portfolio	31,718	Q1 2025 Added 6.31%
VIGI Vanguard Whitehall Fds Intl Di	$0	$2.51 Million 0.02% of portfolio	30,250	Q1 2025 Reduced 71.49%
SGOL Abrdn Gold ETF Trust	$4.75B	$2.46 Million 0.02% of portfolio	82,613	Q1 2025 Reduced 0.98%
XLB Select Sector Spdr Fd Material	$0	$2.42 Million 0.02% of portfolio	28,146	Q1 2025 Added 175.86%
AOR Ishares Tr Core Growth Allocat	$0	$2.39 Million 0.01% of portfolio	41,584	Q1 2025 Reduced 46.28%
ENFR Alerian Energy Infrastructure	$0	$2.39 Million 0.01% of portfolio	72,836	Q1 2025 Added 51.72%
EES Wisdomtree U.S. Smallcap Fund	$0	$2.37 Million 0.01% of portfolio	48,550	Q1 2025 Added 8.47%
VRAI Etfis Ser Tr I Virtus Real Ass	$0	$2.37 Million 0.01% of portfolio	100,936	Q1 2025 Reduced 2.16%
VMBS Vanguard Mortg Backed Sec ETF	$0	$2.36 Million 0.01% of portfolio	50,940	Q1 2025 Reduced 1.88%
RDIV Invesco Exchange Traded Fd Tr	$0	$2.35 Million 0.01% of portfolio	48,131	Q1 2025 Added 0.48%

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.