Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $3.11 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IYR
Ishares Tr

ETFs
Q2 2018 Filed on Aug 13, 2018
7,276
N/A
Powershares Qqq Trust
Q2 2018 Filed on Aug 13, 2018
10,145
N/A
Time Warner Inc
Q2 2018 Filed on Aug 13, 2018
743
N/A
Monsanto CO New
Q2 2018 Filed on Aug 13, 2018
4,778
N/A
PDCE
Pdc Energy, Inc.

Energy
Q2 2018 Filed on Aug 13, 2018
13,533
$45.53 - $65.32 $616K - $884K
CRUS
Cirrus Logic, Inc.

Technology
Q2 2018 Filed on Aug 13, 2018
3,100
$35.36 - $39.82 $110K - $123K
Hospitality Pptys Tr
Q2 2018 Filed on Aug 13, 2018
5,719
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
10,848
N/A
VEU
Vanguard Ftse All World Ex Us

ETFs
Q2 2018 Filed on Aug 13, 2018
12,151
N/A
Broadcom LTD
Q2 2018 Filed on Aug 13, 2018
6,223
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
37,268
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
3,090
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 13, 2018
11,970
N/A
Claymore Exchange Trd Fd Tr
Q2 2018 Filed on Aug 13, 2018
11,985
N/A
Parsley Energy Inc
Q2 2018 Filed on Aug 13, 2018
5
N/A
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q2 2018 Filed on Aug 13, 2018
21,783
N/A
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
10,299
$14.44 - $15.74 $149K - $162K
NEAR
Blackrock Short Maturity Bond

ETFs
Q2 2018 Filed on Aug 13, 2018
2,974
N/A
AIZ
Assurant, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
8,860
$86.39 - $104.93 $765K - $930K
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
3,603
N/A
PSEC
Prospect Capital Corp

Financial Services
Q2 2018 Filed on Aug 13, 2018
18,000
$6.3 - $6.93 $113K - $125K
NTRA
Natera, Inc.

Healthcare
Q2 2018 Filed on Aug 13, 2018
10,000
$8.79 - $19.98 $87.9K - $200K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q2 2018 Filed on Aug 13, 2018
4,660
$18.06 - $19.45 $84.2K - $90.6K
IEF
Ishares Barclays

ETFs
Q2 2018 Filed on Aug 13, 2018
802
$100.36 - $103.12 $80.5K - $82.7K
BCS
Barclays PLC

Financial Services
Q2 2018 Filed on Aug 13, 2018
6,440
$9.95 - $12.45 $64.1K - $80.2K
Westar Energy Inc
Q2 2018 Filed on Aug 13, 2018
1,429
N/A
TY
Tri Continental Corp

Financial Services
Q2 2018 Filed on Aug 13, 2018
2,831
$25.74 - $27.61 $72.9K - $78.2K
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
2,310
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Aug 13, 2018
2,987
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q2 2018 Filed on Aug 13, 2018
500
N/A
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
4,795
$11.17 - $11.57 $53.6K - $55.5K
FMC
Fmc Corp

Basic Materials
Q2 2018 Filed on Aug 13, 2018
625
$65.04 - $80.14 $40.7K - $50.1K
Rydex ETF Trust
Q2 2018 Filed on Aug 13, 2018
482
N/A
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q2 2018 Filed on Aug 13, 2018
2,020
$15.07 - $22.34 $30.4K - $45.1K
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
1,792
N/A
CIO
City Office Reit, Inc.

Real Estate
Q2 2018 Filed on Aug 13, 2018
3,679
$11.22 - $12.86 $41.3K - $47.3K
SCJ
Ishares Msci Japan Small Cap E

ETFs
Q2 2018 Filed on Aug 13, 2018
519
$77.82 - $83.09 $40.4K - $43.1K
Dr Pepper Snapple Group Inc
Q2 2018 Filed on Aug 13, 2018
340
N/A
Arena Pharmaceuticals Inc
Q2 2018 Filed on Aug 13, 2018
1,000
N/A
Ggp Inc
Q2 2018 Filed on Aug 13, 2018
1,892
N/A
DSL
Double Line Income Solutions Fund

Financial Services
Q2 2018 Filed on Aug 13, 2018
1,878
$19.92 - $20.56 $37.4K - $38.6K
HDB
Hdfc Bank LTD

Financial Services
Q2 2018 Filed on Aug 13, 2018
382
$47.01 - $53.39 $18K - $20.4K
ASML
Asml Holding Nv

Technology
Q2 2018 Filed on Aug 13, 2018
184
$188.45 - $215.89 $34.7K - $39.7K
Deutsche Strategic Mun Incom
Q2 2018 Filed on Aug 13, 2018
3,200
N/A
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q2 2018 Filed on Aug 13, 2018
3,932
$7.73 - $8.61 $30.4K - $33.9K
CMP
Compass Minerals International Inc

Basic Materials
Q2 2018 Filed on Aug 13, 2018
542
$59.5 - $69.5 $32.2K - $37.7K
CRH
Crh Public LTD CO

Basic Materials
Q2 2018 Filed on Aug 13, 2018
913
$33.39 - $38.32 $30.5K - $35K
Rydex ETF Trust
Q2 2018 Filed on Aug 13, 2018
167
N/A
Siliconware Precision Inds L
Q2 2018 Filed on Aug 13, 2018
3,421
N/A
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