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
First Tr Exchng Traded Fd Vi
-550
- 4.94%
N/A
10.6K $0
PLW
Invesco 1 30 Laddered Treasury

ETFs
-11.7K
- 11.98%
N/A
85.6K $0
Bunge Global Sa
-322
- 3.67%
N/A
8.44K $0
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-397
- 1.83%
$11.53 - $12.47 $4.58K - $4.95K
21.3K $265K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-312
- 2.67%
$102.41 - $112.98 $32K - $35.2K
11.4K $1.28M
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-70
- 0.86%
$35.2 - $37.12 $2.46K - $2.6K
8.05K $298K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-327
- 3.24%
$105.42 - $112.82 $34.5K - $36.9K
9.78K $1.1M
AI
C3.Ai, Inc.

Technology
-526
- 4.35%
$20.5 - $31.62 $10.8K - $16.6K
11.6K $334K
BSEP
Innovator U.S. Equity Buffer E

ETFs
-340
- 2.12%
$37.97 - $40.68 $12.9K - $13.8K
15.7K $638K
JXN
Jackson Financial Inc.

Financial Services
-365
- 8.31%
$63.38 - $78.65 $23.1K - $28.7K
4.03K $298K
FLNG
Flex Lng Ltd.

Energy
-668
- 3.53%
$25.18 - $29.66 $16.8K - $19.8K
18.3K $493K
JXI
Ishares Tr Global Utils ETF

ETFs
-127
- 0.45%
$56.33 - $64.81 $7.15K - $8.23K
27.9K $1.67M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-59
- 1.41%
$70.68 - $82.12 $4.17K - $4.85K
4.14K $335K
POCT
Innovator U.S. Equity Power Bu

ETFs
-19
- 0.09%
$37.05 - $38.29 $704 - $728
20.7K $794K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-214
- 0.52%
$47.74 - $48.54 $10.2K - $10.4K
41.3K $2.01M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-710
- 1.67%
$36.59 - $38.51 $26K - $27.3K
41.7K $1.61M
EPS
Wisdomtree U.S. Largecap Fund

ETFs
-1.98K
- 2.09%
$52.92 - $56.98 $105K - $113K
93K $5.29M
VOX
Vanguard Communication Service

ETFs
-1.08K
- 4.14%
$125.5 - $139.68 $135K - $151K
25K $3.45M
METV
Listed Fds Tr Roundhill Ball M

ETFs
-803
- 1.13%
$11.46 - $13.22 $9.2K - $10.6K
70.4K $918K
IIPR
Innovative Industrial Properties Inc

Real Estate
-183
- 1.89%
$93.62 - $113.93 $17.1K - $20.8K
9.48K $1.03M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-58
- 0.14%
$34.4 - $36.54 $2K - $2.12K
40.2K $1.47M
MWA
Mueller Water Products, Inc.

Industrials
-65
- 0.27%
$15.15 - $19.27 $985 - $1.25K
24K $430K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1K
- 0.67%
$33.42 - $37.39 $33.5K - $37.5K
149K $5.56M
IXP
Ishares Global Comm Services E

ETFs
-540
- 2.63%
$81.41 - $89.55 $44K - $48.4K
20K $1.78M
INFY
Infosys LTD

Technology
-403
- 0.44%
$16.51 - $18.63 $6.65K - $7.51K
90.5K $1.69M
FLIN
Franklin Templeton ETF Tr

ETFs
-25
- 0.1%
$36.55 - $40.07 $914 - $1K
24.5K $977K
UL
Unilever PLC

Consumer Defensive
-5.16K
- 6.57%
$46.47 - $56.38 $240K - $291K
73.4K $4.04M
CCJ
Cameco Corp

Energy
-1.96K
- 6.06%
$45.63 - $55.51 $89.3K - $109K
30.3K $1.49M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.04K
- 0.92%
$31.14 - $34.36 $32.4K - $35.7K
113K $3.77M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-280
- 0.39%
$58.7 - $64.78 $16.4K - $18.1K
72.4K $4.65M
TER
Teradyne, Inc

Technology
-1.83K
- 14.5%
$95.97 - $151.75 $176K - $278K
10.8K $1.6M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-845
- 0.72%
$73.43 - $82.91 $62K - $70.1K
117K $9.59M
XLK
Technology Sector Spdr

ETFs
-9.48K
- 4.54%
$192.53 - $231.41 $1.82M - $2.19M
199K $45.1M
VONG
Vanguard Russell 1000 Growth E

ETFs
-119K
- 1.11%
$81.38 - $94.58 $9.7M - $11.3M
10.6M $999M
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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