Avantax Planning Partners, Inc. Incresed Positions in Q2 2025

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
319K
+ 2.14%
$22.27 - $29.21 $7.1M - $9.31M
15.2M $444M
JPIB
Jpmorgan International Bond Op

ETFs
555K
+ 74.3%
$47.18 - $48.62 $26.2M - $27M
1.3M $63.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
320K
+ 15.42%
$26.38 - $32.66 $8.44M - $10.5M
2.39M $78.2M
JCPB
J P Morgan Exchange Traded Fd

ETFs
354K
+ 64.53%
$45.9 - $47.2 $16.2M - $16.7M
902K $42.5M
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
628K
+ 90.75%
$23.36 - $24.11 $14.7M - $15.1M
1.32M $31.5M
VIG
Vanguard Dividend Appreciation

ETFs
66.5K
+ 38.97%
N/A
237K $43.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
485K
+ 21.59%
$24.14 - $25.43 $11.7M - $12.3M
2.73M $67.6M
AVEM
American Centy ETF Tr Avantis

ETFs
92K
+ 20.32%
$53.08 - $68.54 $4.88M - $6.31M
545K $37.3M
FMB
First Tr Exchange Traded Fd Ii

ETFs
197K
+ 30.84%
$49.12 - $50.93 $9.68M - $10M
836K $41.7M
IWS
Ishares Russell Midcap Value E

ETFs
58K
+ 102.94%
$110.58 - $132.14 $6.41M - $7.66M
114K $15.1M
DFAE
Dimensional ETF Tr

ETFs
222K
+ 78.28%
$22.87 - $28.95 $5.09M - $6.44M
507K $14.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
55.5K
+ 13.1%
$55.54 - $69.09 $3.08M - $3.84M
479K $33.1M
VOT
Vanguard Mid Cap Growth Index

ETFs
19.1K
+ 64.24%
$216.28 - $284.39 $4.14M - $5.44M
48.9K $13.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
31.3K
+ 19.0%
$82.96 - $110.1 $2.6M - $3.45M
196K $21.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
18.4K
+ 49.35%
$219.76 - $276.94 $4.03M - $5.08M
55.5K $15.4M
AVGO
Broadcom Inc.

Technology
664
+ 1.26%
$146.29 - $275.65 $97.1K - $183K
53.2K $14.7M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
60.8K
+ 14.75%
$66.87 - $79.47 $4.06M - $4.83M
473K $37.6M
MSFT
Microsoft Corp

Technology
1.38K
+ 3.38%
$354.56 - $497.45 $490K - $688K
42.3K $21M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
200K
+ 2.95%
$22.68 - $23.28 $4.54M - $4.66M
6.99M $162M
HMOP
Hartford Fds Exchange Traded T

ETFs
134K
+ 563.21%
$37.54 - $38.74 $5.03M - $5.19M
158K $6.04M
DFSV
Dimensional ETF Tr Dimensional

ETFs
157K
+ 57.85%
$24.21 - $29.47 $3.8M - $4.63M
429K $12.6M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
70.8K
+ 13.89%
$45.11 - $52.34 $3.19M - $3.7M
580K $30.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
48.9K
+ 31.9%
$67.03 - $80.35 $3.28M - $3.93M
202K $16.1M
NVDA
Nvidia Corp

Technology
5.5K
+ 9.73%
$94.31 - $157.99 $519K - $869K
62K $9.8M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
74.7K
+ 13.85%
$48.46 - $50.2 $3.62M - $3.75M
614K $30.5M
JPM
Jpmorgan Chase & CO

Financial Services
927
+ 1.8%
$210.28 - $289.91 $195K - $269K
52.5K $15.2M
VLUE
Ishares Msci Usa Value Factor

ETFs
17.5K
+ 139.39%
$93.5 - $113.21 $1.63M - $1.98M
30K $3.39M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.91K
+ 1.35%
$70.44 - $86.87 $205K - $253K
218K $19M
VOE
Vanguard Mid Cap Value Index F

ETFs
10K
+ 21.61%
$141.87 - $164.49 $1.42M - $1.65M
56.4K $9.27M
AMZN
Amazon Com Inc

Consumer Cyclical
918
+ 1.93%
$167.32 - $223.3 $154K - $205K
48.4K $10.6M
ORCL
Oracle Corp

Technology
831
+ 4.73%
$122.82 - $218.63 $102K - $182K
18.4K $4.02M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.09K
+ 7.49%
$496.48 - $617.85 $541K - $673K
15.6K $9.67M
DE
Deere & CO

Industrials
828
+ 3.51%
$412.99 - $531.48 $342K - $440K
24.4K $12.4M
CSCO
Cisco Systems, Inc.

Technology
3.58K
+ 2.54%
$53.19 - $69.38 $190K - $248K
145K $10M
META
Meta Platforms, Inc.

Communication Services
625
+ 11.67%
$484.66 - $738.09 $303K - $461K
5.98K $4.41M
FPE
First Tr Pfd Secs & Income ETF

ETFs
73.6K
+ 297.34%
$16.93 - $17.81 $1.25M - $1.31M
98.3K $1.75M
TSLA
Tesla, Inc.

Consumer Cyclical
904
+ 6.19%
$221.86 - $362.89 $201K - $328K
15.5K $4.93M
QQQ
Invesco Qqq Trust, Series 1

ETFs
340
+ 3.31%
$416.06 - $551.64 $141K - $188K
10.6K $5.85M
EFV
Msci Eafe Value ETF

ETFs
9.66K
+ 10.35%
$52.4 - $64.65 $506K - $624K
103K $6.53M
FAST
Fastenal CO

Industrials
143K
+ 101.63%
$40.65 - $83.16 $5.83M - $11.9M
285K $12M
IDV
Ishares Tr

ETFs
25.4K
+ 72.82%
$27.79 - $34.84 $705K - $884K
60.2K $2.08M
XYLD
Global X Fds S&P 500 Covered C

ETFs
26.3K
+ 38.37%
$35.62 - $39.64 $938K - $1.04M
95K $3.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.7K
+ 12.77%
$97.29 - $105.63 $1.04M - $1.13M
94.8K $9.63M
PFE
Pfizer Inc

Healthcare
48.9K
+ 18.82%
$21.59 - $24.84 $1.06M - $1.21M
309K $7.48M
XLK
Technology Sector Spdr

ETFs
1.88K
+ 21.39%
$179.73 - $253.23 $337K - $475K
10.7K $2.7M
GOOGL
Alphabet Inc.

Communication Services
1.94K
+ 8.38%
$144.7 - $178.6 $280K - $346K
25.1K $4.41M
BAC
Bank Of America Corp

Financial Services
2.58K
+ 2.37%
$34.39 - $47.46 $88.6K - $122K
111K $5.27M
IEMG
Ishares Inc

ETFs
12.9K
+ 8.04%
N/A
173K $9.29M
SPTL
Spdr Portfolio Long Term Treas

ETFs
121K
+ 3.25%
$25.48 - $27.78 $3.08M - $3.36M
3.84M $102M
Activity Summary
Buys All Purchases 204 New Holdings 35 Increased Positions 169 Sells All Sells 181 Reductions 181 Sold out 0 Options Calls 0 Puts 0
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