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
JKHY
Henry Jack & Associates Inc

Technology
-21
- 0.42%
$171.12 - $186.18 $3.59K - $3.91K
4.94K $866K
R
Ryder System Inc

Industrials
-181
- 9.5%
$138.78 - $170.03 $25.1K - $30.8K
1.72K $270K
ERIC
Ericsson Lm Telephone CO

Technology
-1.87K
- 11.52%
$7.36 - $8.59 $13.7K - $16K
14.3K $115K
FUBO
Fubo Tv Inc.

Communication Services
-3.1K
- 19.76%
$1.25 - $1.81 $3.88K - $5.61K
12.6K $15K
DFS
Discover Financial Services

Financial Services
-1.51K
- 19.54%
$136.3 - $182.67 $205K - $275K
6.2K $1.07M
PJUL
Innovator U.S. Equity Power Bu

ETFs
-885
- 2.01%
$40.12 - $41.68 $35.5K - $36.9K
43.2K $1.78M
WES
Western Midstream Partners, LP

Energy
-155
- 2.65%
$35.7 - $40.71 $5.53K - $6.31K
5.69K $218K
ISMD
Northern Lts Fd Tr Iv

ETFs
-63
- 0.74%
$36.81 - $40.75 $2.32K - $2.57K
8.45K $317K
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-10
- 0.11%
$89.01 - $96.24 $890 - $962
9.18K $823K
QFIN
360 Digi Tech, Inc.

Financial Services
-8.32K
- 22.65%
$29.37 - $39.79 $244K - $331K
28.4K $1.09M
RDNT
Rad Net, Inc.

Healthcare
-87
- 2.57%
$64.99 - $86.38 $5.65K - $7.52K
3.29K $229K
PHD
Pioneer Floating Rate Fund, Inc.

Financial Services
-253
- 2.08%
$9.61 - $9.95 $2.43K - $2.52K
11.9K $115K
ACM
Aecom

Industrials
-149
- 4.29%
$101.97 - $116.97 $15.2K - $17.4K
3.32K $354K
EVF
Eaton Vance Senior Income Trust

Financial Services
-442
- 3.74%
$6.14 - $6.3 $2.71K - $2.78K
11.4K $69K
DHS
Wisdomtree Tr U.S

ETFs
-18
- 0.48%
$92.66 - $100.58 $1.67K - $1.81K
3.77K $351K
ZWS
Zurn Water Solutions Corp

Industrials
-596
- 4.53%
$35.79 - $40.92 $21.3K - $24.4K
12.6K $468K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-298
- 3.39%
$42.89 - $48.05 $12.8K - $14.3K
8.48K $381K
NOVT
Novanta Inc

Technology
-20
- 0.27%
N/A
7.41K $1.17M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-400
- 2.5%
$39.04 - $40.41 $15.6K - $16.2K
15.6K $627K
GLP
Global Partners LP

Energy
-20
- 0.07%
$44.65 - $57.06 $893 - $1.14K
27.1K $1.26M
DAUG
First Tr ETF Viii Cboe Vest Us
-190
- 2.82%
N/A
6.55K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
-174
- 1.52%
N/A
11.3K $0
XHLF
Bondbloxx ETF Tr Bloomberg 6 M
-11.1K
- 11.07%
N/A
89.5K $0
First Tr Exchng Traded Fd Vi
-5.1K
- 43.54%
N/A
6.61K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
-8.9K
- 62.55%
N/A
5.33K $0
First Tr Exchng Traded Fd Vi
-1K
- 10.0%
N/A
9K $0
Lithium Amers Corp New
-1.66K
- 8.95%
N/A
16.8K $0
PSL
Invesco Dwa Consumer Staples M
-143
- 2.77%
N/A
5.02K $0
LCTD
Blackrock ETF World Ex Us Carb
-362
- 5.82%
N/A
5.86K $0
Axil Brands Inc
-1.11K
- 8.33%
N/A
12.2K $0
FJAN
First Exc Trd Viii Cboe Vest U
-4.41K
- 44.97%
N/A
5.4K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-2.57K
- 56.97%
N/A
1.94K $0
Brookfield Corp
-261
- 2.98%
N/A
8.5K $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
-794
- 7.46%
N/A
9.86K $0
First Tr Exchng Traded Fd Vi
-14
- 0.16%
N/A
8.66K $0
Fidelity Covington Trust
-4.42K
- 19.99%
N/A
17.7K $0
RYU
Invesco S&P 500 Equal Weight U

ETFs
-702
- 7.75%
N/A
8.36K $0
DRLL
Ea Ser Tr Strive U S Energy Et
-758
- 2.54%
N/A
29.1K $0
ILCG
Ishares Morningstar Growth ETF
-119
- 0.03%
N/A
378K $0
Two Hbrs Invt Corp
-349
- 3.15%
N/A
10.7K $0
Tko Group Holdings Inc
-189
- 4.76%
N/A
3.78K $0
OAIM
Unified Ser Tr Oneascent Intl
-200
- 2.34%
N/A
8.36K $0
Chimera Invt Corp
-765
- 4.46%
N/A
16.4K $0
SDCI
Uscf ETF Tr Summerhaven Dynami
-4.32K
- 19.91%
N/A
17.4K $0
CGSD
Capital Grp Core Plus Income E
-27.5K
- 41.09%
N/A
39.4K $0
Knife River Corp
-2
- 0.05%
N/A
4.04K $0
RTM
Invesco S&P 500 Equal Weight M

ETFs
-24.6K
- 10.84%
N/A
202K $0
Orchid Is Cap Inc
-7.72K
- 36.18%
N/A
13.6K $0
Bunge Global Sa
-590
- 6.55%
N/A
8.42K $0
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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