Avantax Planning Partners, Inc. Reduced Holdings in Q1 2025

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PEG
Public Service Enterprise Group Inc

Utilities
-262
- 6.19%
$78.2 - $90.39 $20.5K - $23.7K
3.97K $327K
AMP
Ameriprise Financial Inc

Financial Services
-10
- 1.95%
$472.29 - $575.13 $4.72K - $5.75K
503 $243K
PWZ
Invesco California Amt Free Mu

ETFs
-158
- 0.62%
$23.68 - $24.72 $3.74K - $3.91K
25.1K $599K
POCT
Innovator U.S. Equity Power Bu

ETFs
-544
- 8.37%
$38.53 - $40.49 $21K - $22K
5.95K $231K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.13K
- 9.66%
$35.79 - $38.28 $40.3K - $43.1K
10.5K $394K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-10
- 0.19%
$37.9 - $43.9 $379 - $439
5.24K $200K
FTCS
First Trust Capital Strength E

ETFs
-461
- 3.51%
$86.39 - $91.35 $39.8K - $42.1K
12.7K $1.13M
CMF
Ishares California Muni Bond E

ETFs
-95
- 0.82%
$55.93 - $57.47 $5.31K - $5.46K
11.5K $648K
PLUG
Plug Power Inc

Industrials
-670
- 3.58%
$1.34 - $3.15 $898 - $2.11K
18.1K $24K
IBM
International Business Machines Corp

Technology
-4.92K
- 11.72%
$217.4 - $264.74 $1.07M - $1.3M
37K $9.21M
KEY
Keycorp

Financial Services
-10
- 0.09%
$15.15 - $18.3 $152 - $183
10.5K $168K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-224
- 2.43%
$50.87 - $51.09 $11.4K - $11.4K
8.98K $458K
TTE
Total Energies Se

Energy
-141
- 2.12%
N/A
6.51K $446K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
-644
- 6.8%
$21.92 - $22.89 $14.1K - $14.7K
8.82K $201K
PAPR
Innovator U.S. Equity Power Bu

ETFs
-23
- 0.31%
$35.21 - $37.69 $810 - $867
7.46K $265K
AGNC
Agnc Investment Corp.

Real Estate
-1.53K
- 10.09%
$9.12 - $10.54 $13.9K - $16.1K
13.6K $130K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-427
- 4.61%
$48.43 - $49.9 $20.7K - $21.3K
8.83K $440K
TJX
Tjx Companies Inc

Consumer Cyclical
-215
- 1.06%
$112.81 - $126.16 $24.3K - $27.1K
20.1K $2.45M
MSTR
Microstrategy Inc

Technology
-10
- 0.85%
$239.27 - $396.5 $2.39K - $3.97K
1.17K $335K
PPL
Ppl Corp

Utilities
-713
- 10.71%
$31.68 - $36.11 $22.6K - $25.7K
5.95K $214K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-124
- 0.94%
$26.63 - $26.75 $3.3K - $3.32K
13.1K $349K
XLV
Select Sector Spdr Fund Health

ETFs
-124
- 6.18%
$137.61 - $149.68 $17.1K - $18.6K
1.88K $274K
IBMP
Ishares Tr Ibonds December 202

ETFs
-102
- 0.77%
$25.1 - $25.34 $2.56K - $2.58K
13.1K $332K
Gsk PLC
-1.37K
- 11.64%
N/A
10.4K $0
IBMO
Ishares Tr Ibonds December 202

ETFs
-17
- 0.13%
$25.45 - $25.6 $433 - $435
13.2K $338K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-13
- 0.07%
$30.71 - $30.87 $399 - $401
19.1K $587K
NUE
Nucor Corp

Basic Materials
-50
- 2.41%
$114.48 - $142.52 $5.72K - $7.13K
2.02K $243K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-166
- 0.28%
$22.77 - $22.94 $3.78K - $3.81K
59.9K $1.37M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-192
- 1.71%
$38.89 - $41.6 $7.47K - $7.99K
11.1K $447K
IWD
Ishares Russell 1000 Val ETF

ETFs
-141
- 1.34%
$182.82 - $196.21 $25.8K - $27.7K
10.4K $1.96M
TEF
Telefonica S A

Communication Services
-100
- 0.86%
$3.89 - $4.73 $389 - $473
11.6K $53K
UL
Unilever PLC

Consumer Defensive
-30
- 0.57%
$54.72 - $60.29 $1.64K - $1.81K
5.19K $309K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-397
- 3.17%
$33.84 - $37.77 $13.4K - $15K
12.1K $441K
MKC
Mccormick & CO Inc

Consumer Defensive
-25
- 0.83%
$71.24 - $84.73 $1.78K - $2.12K
3K $247K
NUDM
Nuveen Esg International Devel

ETFs
-649
- 2.98%
$29.75 - $33.12 $19.3K - $21.5K
21.1K $673K
SYK
Stryker Corp

Healthcare
-11
- 0.54%
$355.18 - $399.9 $3.91K - $4.4K
2.02K $752K
CAH
Cardinal Health Inc

Healthcare
-104
- 5.28%
$118.02 - $137.77 $12.3K - $14.3K
1.87K $256K
EFG
Msci Eafe Growth ETF

ETFs
-17
- 0.19%
$96.1 - $106.37 $1.63K - $1.81K
9.12K $912K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-18
- 1.61%
$208.48 - $244.03 $3.75K - $4.39K
1.1K $268K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-435
- 1.94%
$29.06 - $32.62 $12.6K - $14.2K
21.9K $689K
TRV
Travelers Companies, Inc.

Financial Services
-55
- 2.46%
$232.43 - $265.13 $12.8K - $14.6K
2.18K $577K
PSX
Phillips 66

Energy
-1.08K
- 5.96%
$113.93 - $131.55 $123K - $142K
17.1K $2.11M
VONV
Vanguard Russell 1000 Value Et

ETFs
-286
- 0.57%
$80.21 - $86.14 $22.9K - $24.6K
49.5K $4.09M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6.76K
- 2.37%
$42.5 - $46.71 $287K - $316K
279K $12.6M
IXUS
Ishares Tr

ETFs
-445
- 2.15%
$65.06 - $72.31 $29K - $32.2K
20.3K $1.42M
EXC
Exelon Corp

Utilities
-58
- 0.78%
$37.3 - $46.08 $2.16K - $2.67K
7.37K $339K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-870
- 3.99%
$67.08 - $76.14 $58.4K - $66.2K
20.9K $1.54M
NFG
National Fuel Gas CO

Energy
-370
- 7.27%
$60.71 - $79.19 $22.5K - $29.3K
4.72K $373K
AEM
Agnico Eagle Mines LTD

Basic Materials
-100
- 3.46%
$79.66 - $108.41 $7.97K - $10.8K
2.79K $302K
Activity Summary
Buys All Purchases 198 New Holdings 29 Increased Positions 169 Sells All Sells 169 Reductions 169 Sold out 0 Options Calls 0 Puts 0
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