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
FEX
First Tr Large Cap Core Alphde

ETFs
-596
- 9.95%
$93.69 - $98.85 $55.8K - $58.9K
5.39K $522K
PJAN
Innovator U.S. Equity Power Bu

ETFs
-2.48K
- 9.58%
$38.2 - $40.26 $94.6K - $99.7K
23.4K $939K
IFF
International Flavors & Fragrances Inc

Basic Materials
-2.59K
- 13.57%
$82.59 - $99.69 $214K - $258K
16.5K $1.57M
SKYT
Sky Water Technology, Inc

Technology
-100
- 0.36%
$6.65 - $10.62 $665 - $1.06K
27.7K $211K
AAL
American Airlines Group Inc.

Industrials
-1.51K
- 11.57%
$11.12 - $15.41 $16.8K - $23.3K
11.6K $130K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.34K
- 12.81%
$36.99 - $39.96 $49.5K - $53.4K
9.1K $350K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-745
- 3.75%
$37.17 - $39.26 $27.7K - $29.2K
19.1K $710K
EQH
Equitable Holdings, Inc.

Financial Services
-3.23K
- 14.33%
$35.63 - $41.5 $115K - $134K
19.3K $789K
LUV
Southwest Airlines CO

Industrials
-1.75K
- 6.0%
$25.51 - $29.73 $44.6K - $51.9K
27.4K $782K
IFN
India Fund Inc

Financial Services
-805
- 4.09%
$17.16 - $20.63 $13.8K - $16.6K
18.9K $337K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-7.02K
- 12.37%
$9.83 - $10.63 $69K - $74.6K
49.7K $527K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
-2.43K
- 2.32%
$20.67 - $21.23 $50.3K - $51.7K
102K $2.15M
IYK
Ishares U.S. Consumer Staples

ETFs
-301
- 1.28%
$64.04 - $68.25 $19.3K - $20.5K
23.2K $1.53M
LFEQ
Vaneck ETF Tr Long/Flat Trend

ETFs
-1.72K
- 17.37%
$41.85 - $46.31 $71.9K - $79.6K
8.17K $376K
BFC
Bank First Corp

Financial Services
-202
- 1.86%
$75.81 - $84.88 $15.3K - $17.1K
10.7K $882K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-449
- 2.26%
$45.6 - $48.78 $20.5K - $21.9K
19.4K $906K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-568
- 6.6%
$92.57 - $94.69 $52.6K - $53.8K
8.04K $758K
FPXI
First Tr Exchange Traded Fd Ii

ETFs
-1.48K
- 15.99%
$43.69 - $48.33 $64.7K - $71.5K
7.78K $366K
OSTK
Overstock.Com, Inc

Consumer Cyclical
-2.36K
- 17.51%
N/A
11.1K $283K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-35
- 0.15%
$26.67 - $29.88 $933 - $1.05K
23.9K $665K
ICLN
Ishares

ETFs
-2.06K
- 4.15%
$13.02 - $15.08 $26.9K - $31.1K
47.6K $634K
LEVI
Levi Strauss & CO

Consumer Cyclical
-2.61K
- 18.42%
$18.66 - $24.17 $48.8K - $63.2K
11.6K $223K
RBLX
Roblox Corp

Communication Services
-1.4K
- 19.04%
$30.42 - $40.54 $42.5K - $56.6K
5.94K $220K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-2.78K
- 6.93%
$33.41 - $35.14 $92.9K - $97.7K
37.4K $1.31M
BJUN
Innovator U.S. Equity Buffer E

ETFs
-1.72K
- 24.92%
$37.03 - $39.13 $63.5K - $67.1K
5.17K $201K
MMLG
First Tr Exc Viii First Multi

Technology
-2.61K
- 10.93%
$25.58 - $28.38 $66.7K - $74K
21.3K $600K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-1.38K
- 7.53%
$67.37 - $76.12 $93.1K - $105K
17K $1.27M
LEAD
Siren Divcon Leaders Dividend

ETFs
-536
- 6.71%
$61.21 - $65.63 $32.8K - $35.2K
7.45K $474K
ON
On Semiconductor Corp

Technology
-176
- 2.16%
$60.65 - $76.29 $10.7K - $13.4K
7.97K $546K
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.1K
- 12.86%
$43.55 - $45.05 $47.9K - $49.5K
7.44K $332K
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
-502
- 10.01%
$92.93 - $94.21 $46.7K - $47.3K
4.51K $419K
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.73K
- 12.17%
$14.43 - $15.3 $39.5K - $41.8K
19.7K $290K
K
Kellogg CO

Consumer Defensive
-974
- 6.79%
$55.4 - $62.56 $54K - $60.9K
13.4K $771K
ORCC
Owl Rock Capital Corp

Financial Services
-3.79K
- 12.48%
N/A
26.6K $356K
AVK
Advent Convertible & Income Fund

Financial Services
-4.15K
- 21.07%
$11.23 - $12.18 $46.6K - $50.6K
15.6K $185K
JCI
Johnson Controls International PLC

Industrials
-1.06K
- 5.88%
$60.47 - $73.9 $63.8K - $78K
16.9K $1.12M
AWP
Aberdeen Global Premier Properties Fund

Financial Services
-10.3K
- 12.93%
$3.55 - $3.95 $36.5K - $40.6K
69.1K $264K
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-1.46K
- 14.88%
$31.7 - $33.66 $46.3K - $49.1K
8.35K $278K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
-2.21K
- 15.74%
$19.84 - $20.44 $43.9K - $45.3K
11.9K $240K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-114
- 0.05%
$22.12 - $22.75 $2.52K - $2.59K
220K $4.96M
XCEM
Columbia ETF Tr Ii

ETFs
-1.78K
- 12.89%
$29.7 - $31.92 $52.7K - $56.7K
12K $383K
CRS
Carpenter Technology Corp

Industrials
-2.36K
- 42.3%
$71.19 - $112.36 $168K - $266K
3.22K $353K
PINK
Simplify Exchange Traded Fds S

ETFs
-1.7K
- 9.98%
$28.71 - $31.66 $48.8K - $53.8K
15.3K $481K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.06K
- 2.87%
$26.59 - $28.26 $28.2K - $30K
35.9K $993K
SWN
Southwestern Energy CO

Energy
-3.8K
- 17.42%
$6.67 - $7.75 $25.3K - $29.4K
18K $121K
HBI
Hanesbrands Inc.

Consumer Cyclical
-4.53K
- 17.8%
$4.44 - $5.74 $20.1K - $26K
20.9K $103K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-1.25K
- 12.06%
$28.85 - $31.24 $36.1K - $39.1K
9.12K $268K
SPH
Suburban Propane Partners LP

Utilities
-553
- 2.4%
$18.25 - $21.23 $10.1K - $11.7K
22.4K $426K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-899
- 9.21%
$53.72 - $57.42 $48.3K - $51.6K
8.86K $505K
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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