Avantax Advisory Services, Inc. Reduced Holdings in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
-517
- 3.75%
$48.82 - $49.11 $25.2K - $25.4K
13.3K $649K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
-1.8K
- 3.4%
$41.53 - $42.95 $74.7K - $77.2K
51.1K $2.18M
IDA
Idacorp Inc

Utilities
-524
- 10.4%
$100.11 - $118.96 $52.5K - $62.3K
4.51K $493K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-348
- 5.71%
$111.85 - $120.71 $38.9K - $42K
5.74K $661K
NRZ
New Residential Investment Corp.

Real Estate
-3.49K
- 11.46%
N/A
27K $195K
GILD
Gilead Sciences, Inc.

Healthcare
-10.2K
- 9.52%
$83.95 - $97.9 $855K - $997K
96.7K $8.94M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-179
- 1.89%
$80.18 - $88.79 $14.4K - $15.9K
9.29K $749K
SCI
Service Corp International

Consumer Cyclical
-379
- 6.88%
$73.36 - $88.6 $27.8K - $33.6K
5.13K $409K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
-1.07K
- 6.8%
$14.52 - $15.51 $15.5K - $16.5K
14.6K $214K
UAPR
Innovator U.S. Equity Ultra Bu

ETFs
-1.05K
- 7.91%
$30.02 - $31.23 $31.4K - $32.6K
12.2K $375K
BLFS
Biolife Solutions Inc

Healthcare
-1.25K
- 13.79%
$20.47 - $27.47 $25.6K - $34.4K
7.83K $203K
HUBB
Hubbell Inc

Industrials
-6
- 0.25%
$418.89 - $472.12 $2.51K - $2.83K
2.37K $991K
POWW
Ammo, Inc.

Industrials
-155
- 0.22%
$0.98 - $1.36 $152 - $211
69.8K $76K
VMI
Valmont Industries Inc

Industrials
-169
- 9.94%
$287.0 - $352.14 $48.5K - $59.5K
1.53K $469K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-46
- 0.93%
$115.64 - $129.74 $5.32K - $5.97K
4.91K $571K
NJUL
Innovator Growth 100 Power Buf

Technology
-602
- 8.22%
$60.22 - $63.94 $36.3K - $38.5K
6.72K $422K
RAAX
Vaneck ETF Trust Inflation All

ETFs
-344
- 2.0%
$27.92 - $30.39 $9.6K - $10.5K
16.9K $475K
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-530
- 3.52%
$23.75 - $25.68 $12.6K - $13.6K
14.5K $349K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-200
- 2.77%
$41.17 - $43.34 $8.23K - $8.67K
7.03K $290K
GBF
Ishares Tr

ETFs
-17
- 0.42%
$101.93 - $106.84 $1.73K - $1.82K
3.99K $407K
SBSW
Sibanye Stillwater LTD

Basic Materials
-2.09K
- 11.8%
$3.24 - $5.22 $6.77K - $10.9K
15.6K $51K
ROST
Ross Stores, Inc.

Consumer Cyclical
-216
- 1.52%
$138.59 - $156.61 $29.9K - $33.8K
14K $2.12M
GNTX
Gentex Corp

Consumer Cyclical
-454
- 5.52%
$28.6 - $31.34 $13K - $14.2K
7.76K $223K
NJR
New Jersey Resources Corp

Utilities
-303
- 2.97%
$45.17 - $51.61 $13.7K - $15.6K
9.9K $461K
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
-601
- 3.39%
$10.26 - $11.26 $6.17K - $6.77K
17.2K $179K
ALLY
Ally Financial Inc.

Financial Services
-604
- 9.42%
$34.12 - $39.98 $20.6K - $24.1K
5.81K $209K
INGR
Ingredion Inc

Consumer Defensive
-138
- 4.2%
$132.76 - $154.86 $18.3K - $21.4K
3.15K $433K
ITGR
Integer Holdings Corp

Healthcare
-207
- 6.09%
$124.32 - $141.16 $25.7K - $29.2K
3.19K $423K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-1.36K
- 2.94%
$51.33 - $58.78 $69.7K - $79.8K
44.8K $2.41M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-955
- 9.72%
$83.95 - $99.75 $80.2K - $95.3K
8.87K $792K
SWX
Southwest Gas Holdings, Inc.

Utilities
-88
- 2.49%
$67.87 - $79.16 $5.97K - $6.97K
3.45K $243K
BRO
Brown & Brown, Inc.

Financial Services
-54
- 0.74%
$100.93 - $113.42 $5.45K - $6.12K
7.24K $739K
HYLN
Hyliion Holdings Corp.

Consumer Cyclical
-8.8K
- 18.67%
$2.27 - $3.84 $20K - $33.8K
38.3K $100K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-130
- 12.78%
$344.56 - $435.0 $44.8K - $56.6K
887 $373K
FIX
Comfort Systems Usa Inc

Industrials
-184
- 9.97%
$370.68 - $504.12 $68.2K - $92.8K
1.66K $704K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-736
- 4.68%
$8.61 - $9.3 $6.34K - $6.84K
15K $129K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
-311
- 1.64%
$8.36 - $9.06 $2.6K - $2.82K
18.7K $157K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-141
- 2.0%
$35.89 - $39.51 $5.06K - $5.57K
6.92K $251K
GEF
Greif, Inc

Consumer Cyclical
-117
- 2.41%
$60.32 - $72.15 $7.06K - $8.44K
4.74K $289K
PID
Invesco Exchange Traded Fd Tr

ETFs
-804
- 1.59%
N/A
49.7K $887K
BJUN
Innovator U.S. Equity Buffer E

ETFs
-350
- 6.77%
N/A
4.82K $188K
KGC
Kinross Gold Corp

Basic Materials
-1.23K
- 7.21%
$9.03 - $10.75 $11.1K - $13.3K
15.9K $147K
BKH
Black Hills Corp

Utilities
-38
- 0.97%
$57.6 - $64.66 $2.19K - $2.46K
3.89K $227K
IESC
Ies Holdings, Inc.

Industrials
-68
- 6.17%
$196.89 - $309.86 $13.4K - $21.1K
1.03K $207K
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-100
- 2.49%
$68.71 - $73.91 $6.87K - $7.39K
3.92K $269K
IYY
Ishares Tr

ETFs
-111
- 6.52%
$138.14 - $149.13 $15.3K - $16.6K
1.59K $227K
PRVA
Privia Health Group, Inc.

Healthcare
-1.46K
- 10.44%
$16.82 - $22.8 $24.6K - $33.4K
12.6K $245K
IINN
Inspira Technologies Oxy B.H.N. LTD

Healthcare
-5K
- 33.33%
$0.89 - $1.44 $4.45K - $7.2K
10K $10K
LNC
Lincoln National Corp

Financial Services
-364
- 3.4%
$30.46 - $36.84 $11.1K - $13.4K
10.3K $328K
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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