Avantax Planning Partners, Inc. Reduced Holdings in Q2 2025

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.66K
- 24.79%
$70.54 - $93.95 $117K - $156K
5.03K $472K
SBUX
Starbucks Corp

Consumer Cyclical
-217
- 4.61%
$79.69 - $99.41 $17.3K - $21.6K
4.49K $411K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.02K
- 3.37%
$22.81 - $22.97 $46K - $46.3K
57.9K $1.33M
PAYX
Paychex Inc

Industrials
-55
- 1.33%
$137.01 - $159.78 $7.54K - $8.79K
4.08K $593K
UNP
Union Pacific Corp

Industrials
-57
- 1.13%
$208.27 - $238.46 $11.9K - $13.6K
4.97K $1.14M
EXC
Exelon Corp

Utilities
-475
- 6.44%
$42.2 - $47.37 $20K - $22.5K
6.9K $299K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.69K
- 13.53%
$32.0 - $39.87 $54.2K - $67.5K
10.8K $431K
UMBF
Umb Financial Corp

Financial Services
-463
- 17.13%
$86.4 - $107.99 $40K - $50K
2.24K $235K
PSA
Public Storage

Real Estate
-101
- 11.1%
$266.31 - $309.77 $26.9K - $31.3K
809 $237K
MDT
Medtronic PLC

Healthcare
-180
- 2.51%
$80.68 - $88.86 $14.5K - $16K
6.99K $608K
VIS
Vanguard Industrial ETF

ETFs
-351
- 17.59%
$220.04 - $280.07 $77.2K - $98.3K
1.65K $460K
WEC
Wec Energy Group, Inc.

Utilities
-21
- 0.33%
$102.24 - $109.76 $2.15K - $2.3K
6.4K $667K
DD
Du Pont De Nemours, Inc.

Basic Materials
-107
- 2.89%
$55.13 - $75.25 $5.9K - $8.05K
3.59K $246K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-310
- 7.84%
$105.23 - $109.61 $32.6K - $34K
3.65K $399K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-438
- 9.25%
$45.3 - $50.64 $19.8K - $22.2K
4.3K $210K
ALE
Allete Inc

Utilities
-355
- 9.62%
$63.53 - $65.71 $22.6K - $23.3K
3.34K $213K
LOW
Lowes Companies Inc

Consumer Cyclical
-30
- 1.59%
$210.83 - $235.28 $6.32K - $7.06K
1.85K $410K
EMLP
First Tr Exchange Traded Iv

ETFs
-731
- 6.95%
$33.62 - $37.89 $24.6K - $27.7K
9.79K $367K
GRMN
Garmin LTD

Technology
-36
- 1.68%
$173.63 - $218.07 $6.25K - $7.85K
2.1K $438K
CMCSA
Comcast Corp

Communication Services
-370
- 3.73%
$32.84 - $36.72 $12.2K - $13.6K
9.55K $340K
RPM
Rpm International Inc

Basic Materials
-33
- 0.92%
$96.97 - $117.58 $3.2K - $3.88K
3.54K $388K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-105
- 8.5%
$376.48 - $440.65 $39.5K - $46.3K
1.13K $497K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-452
- 8.66%
$47.89 - $48.65 $21.6K - $22K
4.77K $231K
TTE
Total Energies Se

Energy
-257
- 3.95%
N/A
6.25K $428K
CL
Colgate Palmolive CO

Consumer Defensive
-20
- 0.37%
$87.57 - $96.0 $1.75K - $1.92K
5.39K $489K
GPC
Genuine Parts CO

Consumer Cyclical
-393
- 2.77%
$105.54 - $129.09 $41.5K - $50.7K
13.8K $1.68M
ALL
Allstate Corp

Financial Services
-10
- 0.39%
$180.53 - $212.64 $1.81K - $2.13K
2.55K $513K
PPL
Ppl Corp

Utilities
-6
- 0.1%
$33.45 - $36.5 $201 - $219
5.94K $201K
SUB
Ishares Short Term National Mu

ETFs
-548
- 0.89%
$104.77 - $106.34 $57.4K - $58.3K
61.1K $6.5M
XLO
Xilio Therapeutics, Inc.

Healthcare
-8.06K
- 5.36%
$0.65 - $1.15 $5.24K - $9.27K
142K $96K
GD
General Dynamics Corp

Industrials
-259
- 7.72%
$247.68 - $291.66 $64.1K - $75.5K
3.1K $903K
AWR
American States Water CO

Utilities
-40
- 1.17%
$75.1 - $81.3 $3K - $3.25K
3.37K $258K
CB
Chubb LTD

Financial Services
-2
- 0.26%
$274.32 - $302.46 $549 - $605
781 $226K
GILD
Gilead Sciences, Inc.

Healthcare
-27
- 0.73%
$96.91 - $113.0 $2.62K - $3.05K
3.68K $407K
NFG
National Fuel Gas CO

Energy
-387
- 8.2%
$73.0 - $86.01 $28.3K - $33.3K
4.33K $366K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-108
- 1.2%
$50.1 - $51.02 $5.41K - $5.51K
8.87K $452K
MMM
3 M CO

Industrials
-357
- 3.96%
$126.09 - $154.15 $45K - $55K
8.66K $1.32M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-326
- 20.1%
$149.56 - $212.83 $48.8K - $69.4K
1.3K $275K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2
- 0.03%
$63.54 - $68.5 $127 - $137
7.65K $515K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-83
- 0.14%
$23.29 - $23.38 $1.93K - $1.94K
57.7K $1.35M
IBMP
Ishares Tr Ibonds December 202

ETFs
-103
- 0.78%
$24.98 - $25.35 $2.57K - $2.61K
13K $330K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-68
- 0.52%
$26.41 - $26.76 $1.8K - $1.82K
13K $347K
ESS
Essex Property Trust, Inc.

Real Estate
-9
- 0.89%
N/A
1.01K $274K
TKR
Timken CO

Industrials
-46
- 1.47%
$57.34 - $74.03 $2.64K - $3.41K
3.08K $223K
PEG
Public Service Enterprise Group Inc

Utilities
-82
- 2.06%
$77.13 - $84.18 $6.32K - $6.9K
3.89K $327K
Gsk PLC
-520
- 5.01%
N/A
9.85K $0
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6
- 0.02%
N/A
29.2K $693K
American Centy ETF Tr
-987
- 17.57%
N/A
4.63K $0
IJAN
Innovator Etfs Tr Intl Dev Pwr
-93
- 1.25%
N/A
7.32K $0
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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