Avantax Advisory Services, Inc. Reduced Holdings in Q2 2024

Avantax Advisory Services, Inc.

  • $13.8 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-177K
- 41.96%
$73.13 - $75.43 $13M - $13.4M
245K $18.4M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-144K
- 64.85%
$56.32 - $60.45 $8.11M - $8.71M
78.1K $4.57M
ROUS
Hartford Multifactor Us Equity

ETFs
-158K
- 57.85%
$45.58 - $48.57 $7.22M - $7.69M
115K $5.55M
DWMF
Wisdomtree Tr Intl Multifactor

Industrials
-285K
- 71.56%
$25.71 - $27.1 $7.33M - $7.73M
113K $2.96M
TIP
Ishares Tr Tips Bd ETF

ETFs
-66.5K
- 52.37%
$105.01 - $107.23 $6.99M - $7.13M
60.5K $6.46M
VTI
Vanguard Total Stock Market Et

ETFs
-32.3K
- 12.56%
$245.23 - $269.4 $7.92M - $8.7M
225K $60.1M
HMOP
Hartford Fds Exchange Traded T

ETFs
-142K
- 61.53%
$38.26 - $38.95 $5.44M - $5.53M
88.9K $3.44M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-108K
- 55.44%
$46.84 - $47.32 $5.05M - $5.1M
86.7K $4.09M
MUB
Ishares National Muni Bond ETF

ETFs
-35.7K
- 3.69%
$105.37 - $107.16 $3.76M - $3.82M
930K $99.1M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-219K
- 72.89%
$18.97 - $21.43 $4.16M - $4.69M
81.5K $1.65M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-102K
- 36.67%
$40.93 - $44.6 $4.18M - $4.56M
177K $7.64M
EFV
Msci Eafe Value ETF

ETFs
-59K
- 20.39%
$52.34 - $56.41 $3.09M - $3.33M
231K $12.2M
GBIL
Goldman Sachs Access Treasury

ETFs
-31.7K
- 53.6%
$99.66 - $100.12 $3.16M - $3.17M
27.4K $2.75M
IWC
Russell Micro Cap ETF

ETFs
-21.1K
- 21.24%
$109.35 - $119.81 $2.31M - $2.53M
78.3K $8.93M
FDL
First Tr Morningstar Dividend

ETFs
-63K
- 22.99%
$36.38 - $39.01 $2.29M - $2.46M
211K $8M
FVD
First Tr Value Line Divid Inde

ETFs
-33.5K
- 4.41%
$39.94 - $42.43 $1.34M - $1.42M
725K $29.5M
FTA
First Tr Large Cap Value

ETFs
-27.5K
- 18.67%
$72.36 - $76.0 $1.99M - $2.09M
120K $8.82M
OGE
Oge Energy Corp.

Utilities
-68.9K
- 71.91%
$32.49 - $37.2 $2.24M - $2.56M
26.9K $960K
VHT
Vanguard Health Care ETF

ETFs
-7.3K
- 9.06%
$252.83 - $269.37 $1.84M - $1.97M
73.3K $19.5M
RODM
Hartford Multifactor Developed

ETFs
-77.2K
- 17.2%
$26.89 - $28.85 $2.08M - $2.23M
372K $10.3M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-108K
- 64.39%
$19.88 - $20.36 $2.15M - $2.2M
59.9K $1.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-12.9K
- 6.26%
$99.32 - $106.72 $1.28M - $1.38M
193K $19.8M
DGRO
Ishares Core Dividend Growth E

ETFs
-28.4K
- 6.49%
$55.23 - $58.55 $1.57M - $1.67M
410K $23.6M
IXC
Ishares Tr Global Energy ETF

ETFs
-39.1K
- 26.48%
$39.86 - $44.76 $1.56M - $1.75M
109K $4.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-14.9K
- 16.48%
$104.54 - $108.46 $1.56M - $1.61M
75.4K $8.08M
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
-43.8K
- 24.07%
$33.44 - $36.04 $1.47M - $1.58M
138K $4.81M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-16.7K
- 22.19%
$108.69 - $119.84 $1.82M - $2.01M
58.7K $7M
DVY
Ishares Tr

ETFs
-11.2K
- 9.66%
$115.73 - $125.75 $1.3M - $1.41M
105K $12.7M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-24.1K
- 35.14%
$54.36 - $57.86 $1.31M - $1.39M
44.5K $2.49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4.89K
- 3.67%
$159.21 - $168.37 $779K - $824K
128K $21.1M
RYLD
Global X Fds Russell 2000 Cove

ETFs
-84.1K
- 66.63%
$15.91 - $16.89 $1.34M - $1.42M
42.1K $675K
CAH
Cardinal Health Inc

Healthcare
-11.9K
- 59.22%
$94.75 - $112.06 $1.13M - $1.33M
8.18K $804K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-25.3K
- 17.74%
$52.5 - $56.42 $1.33M - $1.43M
117K $6.62M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-55.7K
- 33.48%
$24.98 - $25.13 $1.39M - $1.4M
111K $2.78M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-15.5K
- 8.54%
$50.4 - $53.5 $781K - $829K
166K $8.38M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-8.47K
- 83.56%
$142.71 - $160.59 $1.21M - $1.36M
1.67K $242K
OMFL
Invesco Exchange Traded Self I

ETFs
-23K
- 56.0%
$51.23 - $54.89 $1.18M - $1.26M
18.1K $948K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-15K
- 9.93%
$108.78 - $119.23 $1.63M - $1.79M
136K $16.2M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-9.79K
- 32.78%
$109.44 - $118.4 $1.07M - $1.16M
20.1K $2.28M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-20.6K
- 3.57%
$42.01 - $43.6 $865K - $898K
556K $24M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-57.8K
- 28.6%
$20.97 - $21.11 $1.21M - $1.22M
144K $3.04M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-48.6K
- 28.31%
$24.69 - $24.86 $1.2M - $1.21M
123K $3.06M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-27.5K
- 12.51%
$33.55 - $35.71 $923K - $982K
192K $6.49M
LVHD
Franklin U.S. Low Volatility H

ETFs
-25.4K
- 11.25%
$34.89 - $36.95 $885K - $937K
200K $7.17M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-30.2K
- 8.47%
$63.04 - $70.09 $1.9M - $2.11M
326K $22.8M
HYLS
First Tr Tactical High Yield L

ETFs
-26.2K
- 27.78%
$40.2 - $41.01 $1.05M - $1.07M
68K $2.76M
FAAR
First Trust Vii Alternative Ab

ETFs
-35.2K
- 31.42%
$28.0 - $29.28 $986K - $1.03M
76.9K $2.18M
FTC
First Tr Lge Cap Growth

ETFs
-7.77K
- 11.6%
$113.42 - $123.87 $881K - $962K
59.2K $7.25M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-77.5K
- 87.62%
$11.67 - $12.43 $904K - $963K
10.9K $135K
Activity Summary
Buys All Purchases 1650 New Holdings 510 Increased Positions 1140 Sells All Sells 385 Reductions 385 Sold out 0 Options Calls 0 Puts 0
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