Avantax Advisory Services, Inc. Purchases in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
24.6K
+ 54.72%
$28.89 - $31.63 $710K - $778K
69.5K $2.03M
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
32.1K
+ 34.81%
$20.56 - $21.33 $661K - $685K
124K $2.56M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
447
+ 20.52%
$1146.59 - $1270.6 $513K - $568K
2.63K $3.11M
HYLS
First Tr Tactical High Yield L

ETFs
15.6K
+ 21.76%
$41.29 - $42.03 $645K - $656K
87.3K $3.61M
APO
Apollo Global Management, Inc.

Financial Services
1.55K
+ 18.22%
$131.36 - $178.61 $204K - $277K
10.1K $1.66M
IBM
International Business Machines Corp

Technology
3.25K
+ 3.36%
$204.9 - $238.04 $665K - $772K
99.8K $21.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
11.4K
+ 30.54%
$46.48 - $51.32 $532K - $587K
48.9K $2.35M
STNE
Stone Co Ltd.

Technology
73.7K
New
$7.88 - $11.59 $581K - $854K
73.7K $587K
ALB
Albemarle Corp

Basic Materials
7.63K
+ 81.25%
$86.08 - $111.3 $657K - $849K
17K $1.46M
DGX
Quest Diagnostics Inc

Healthcare
4.16K
+ 97.04%
N/A
8.46K $1.16M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
14.3K
+ 102.41%
$40.84 - $42.74 $586K - $613K
28.4K $1.16M
IGM
Ishares Expanded Tech Sector E

ETFs
4.47K
+ 28.12%
$94.19 - $106.95 $421K - $478K
20.4K $2.08M
QSPT
First Tr ETF Fd Viii Cboe Vest

ETFs
20K
New
$26.5 - $28.18 $530K - $563K
20K $552K
APH
Amphenol Corp

Technology
4.48K
+ 8.23%
$62.07 - $75.35 $278K - $338K
58.9K $4.09M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
30.5K
+ 35.52%
$20.35 - $21.68 $622K - $662K
117K $2.4M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
17.8K
+ 8.45%
$9.95 - $12.23 $177K - $218K
229K $2.68M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10.6K
+ 27.76%
$50.62 - $50.97 $538K - $542K
48.9K $2.48M
TYL
Tyler Technologies Inc

Technology
952
+ 32.99%
$576.64 - $635.69 $549K - $605K
3.84K $2.21M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
16.4K
+ 6.53%
$40.97 - $42.66 $674K - $701K
268K $11.1M
FLQL
Franklin Templeton ETF Tr Libe

ETFs
8.08K
+ 8.54%
$57.47 - $61.21 $465K - $495K
103K $6.03M
FLDR
Fidelity Merrimack Str Tr Low

ETFs
10.4K
New
$49.93 - $50.24 $520K - $523K
10.4K $519K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
10.1K
+ 13.22%
$43.97 - $45.33 $445K - $459K
86.8K $3.9M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
5.14K
+ 9.78%
$71.55 - $82.8 $368K - $426K
57.7K $4.33M
MTDR
Matador Resources CO

Energy
9.16K
New
$50.33 - $60.91 $461K - $558K
9.16K $515K
UAL
United Airlines Holdings, Inc.

Industrials
1.59K
+ 17.79%
$55.62 - $102.44 $88.4K - $163K
10.5K $1.02M
RFV
Invesco Exchange Traded Fd Tr

ETFs
3.06K
+ 6.33%
$116.09 - $131.23 $355K - $401K
51.4K $6.23M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.83K
+ 4.27%
$104.59 - $118.05 $401K - $453K
93.6K $10.2M
VBK
Vanguard Small Cap Growth ETF

ETFs
305
+ 0.93%
$264.18 - $304.19 $80.6K - $92.8K
33.1K $9.27M
ICSH
Blackrock Ultra Short Term Bon

ETFs
10K
+ 33.82%
$50.35 - $50.69 $505K - $508K
39.7K $2M
BOND
Pimco Active Bond Exchange Tra

ETFs
14.7K
+ 7.36%
$90.42 - $94.5 $1.33M - $1.39M
214K $19.4M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.96K
+ 19.61%
$86.65 - $94.9 $516K - $565K
36.3K $3.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.16K
+ 1.89%
$126.68 - $134.74 $654K - $696K
278K $35.5M
MTZ
Mastec Inc

Industrials
3.6K
New
$119.94 - $147.94 $432K - $533K
3.6K $490K
AFSM
First Tr Exchange Traded Fd Vi

ETFs
16.3K
New
$30.04 - $33.26 $489K - $541K
16.3K $489K
UBS
Ubs Group Ag

Financial Services
16.7K
+ 54.51%
$29.78 - $33.08 $498K - $553K
47.4K $1.44M
DOCU
Docusign, Inc.

Technology
368
+ 2.26%
$61.42 - $106.99 $22.6K - $39.4K
16.7K $1.5M
MRNA
Moderna, Inc.

Healthcare
11.6K
New
$36.85 - $63.93 $428K - $743K
11.6K $483K
SONY
Sony Group Corp

Technology
70.8K
+ 521.56%
$17.53 - $96.8 $1.24M - $6.85M
84.4K $1.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
849
+ 4.98%
$47.29 - $84.74 $40.1K - $71.9K
17.9K $1.33M
BLDR
Builders First Source, Inc.

Industrials
3.85K
+ 243.54%
$142.93 - $198.25 $550K - $763K
5.43K $775K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
86
+ 2.23%
$260.53 - $404.79 $22.4K - $34.8K
3.95K $1.51M
GME
Game Stop Corp.

Consumer Cyclical
11.3K
+ 91.45%
$20.5 - $32.99 $232K - $374K
23.7K $742K
SUB
Ishares Short Term National Mu

ETFs
4.39K
+ 31.64%
$104.94 - $106.2 $460K - $466K
18.3K $1.93M
CGCP
Capital Group Core Plus Income

ETFs
28.2K
+ 14.93%
$22.13 - $23.17 $624K - $653K
217K $4.82M
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
21.6K
+ 45.58%
$27.75 - $30.71 $599K - $663K
68.9K $1.91M
CCJ
Cameco Corp

Energy
7.1K
+ 31.6%
$48.64 - $61.14 $345K - $434K
29.6K $1.52M
SE
Sea LTD

Consumer Cyclical
2.17K
+ 11.96%
$93.56 - $117.41 $203K - $254K
20.3K $2.15M
USFD
Us Foods Holding Corp.

Consumer Defensive
6.11K
+ 121.6%
$60.65 - $72.33 $370K - $442K
11.1K $750K
VRIG
Invesco Actively Managed ETF F

ETFs
17.5K
New
$25.06 - $25.2 $439K - $441K
17.5K $440K
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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