Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.81 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
143
$31.54 - $46.67 $4.51K - $6.67K
SRET
Global X Fds Superdividend Rei

ETFs
Q4 2018 Filed on Feb 14, 2019
1,432
N/A
Global X Fds
Q4 2018 Filed on Feb 14, 2019
694
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
82
$24.48 - $29.09 $2.01K - $2.39K
Ikonics Corp
Q4 2018 Filed on Feb 14, 2019
128
N/A
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
4,477
$9.86 - $10.16 $44.1K - $45.5K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
250
$20.12 - $25.11 $5.03K - $6.28K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
167
$167.99 - $210.7 $28.1K - $35.2K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2018 Filed on Feb 14, 2019
164
N/A
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
565
N/A
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
158
N/A
PRN
Invesco Dwa Industrials Moment

ETFs
Q4 2018 Filed on Feb 14, 2019
179
N/A
PSL
Invesco Dwa Consumer Staples M
Q4 2018 Filed on Feb 14, 2019
166
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q4 2018 Filed on Feb 14, 2019
333
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
2,210
$21.59 - $23.21 $47.7K - $51.3K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 14, 2019
2,846
N/A
IRDM
Iridium Communications Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
300
$16.94 - $24.17 $5.08K - $7.25K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2018 Filed on Feb 14, 2019
48
$92.8 - $119.62 $4.45K - $5.74K
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2018 Filed on Feb 14, 2019
250
N/A
Janus Detroit Str Tr
Q4 2018 Filed on Feb 14, 2019
750
N/A
KURA
Kura Oncology, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
151
$10.6 - $17.49 $1.6K - $2.64K
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
174
$10.06 - $14.87 $1.75K - $2.59K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
39
$61.33 - $109.01 $2.39K - $4.25K
MFG
Mizuho Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
55
$2.93 - $3.54 $161 - $195
NIO
Nio Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1
$5.9 - $8.12 $5.9 - $8.12
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2018 Filed on Feb 14, 2019
32
N/A
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q4 2018 Filed on Feb 14, 2019
621
N/A
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q4 2018 Filed on Feb 14, 2019
618
N/A
Renewable Energy Group Inc
Q4 2018 Filed on Feb 14, 2019
98
N/A
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
50
N/A
SRLN
Ssga Active Trust

ETFs
Q4 2018 Filed on Feb 14, 2019
279
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2018 Filed on Feb 14, 2019
713
N/A
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q4 2018 Filed on Feb 14, 2019
500
N/A
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
107
$21.38 - $33.2 $2.29K - $3.55K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2018 Filed on Feb 14, 2019
89
N/A
Tivo Corp
Q4 2018 Filed on Feb 14, 2019
1,800
N/A
UHT
Universal Health Realty Income Trust

Real Estate
Q4 2018 Filed on Feb 14, 2019
360
$59.51 - $73.69 $21.4K - $26.5K
Vale S A
Q4 2018 Filed on Feb 14, 2019
577
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q4 2018 Filed on Feb 14, 2019
912
N/A
Windstream Hldgs Inc
Q4 2018 Filed on Feb 14, 2019
168
N/A
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q4 2018 Filed on Feb 14, 2019
127
N/A
AUY
Yamana Gold Inc.

Basic Materials
Q4 2018 Filed on Feb 14, 2019
903
$2.06 - $2.71 $1.86K - $2.45K
ZUO
Zuora Inc

Technology
Q4 2018 Filed on Feb 14, 2019
100
$16.08 - $21.85 $1.61K - $2.19K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q4 2018 Filed on Feb 14, 2019
40
$7.81 - $11.32 $312 - $453
Belmond LTD
Q4 2018 Filed on Feb 14, 2019
497
N/A
CWK
Cushman & Wakefield PLC

Real Estate
Q4 2018 Filed on Feb 14, 2019
75
$13.45 - $19.0 $1.01K - $1.43K
Horizon Pharma PLC
Q4 2018 Filed on Feb 14, 2019
167
N/A
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
Q4 2018 Filed on Feb 14, 2019
120
$115.94 - $166.74 $13.9K - $20K
NVT
N Vent Electric PLC

Industrials
Q4 2018 Filed on Feb 14, 2019
78
$20.31 - $27.55 $1.58K - $2.15K
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