Avantax Advisory Services, Inc. Closed Holding Positions

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Tanzanian Gold Corp
Q4 2020 Filed on Jan 22, 2021
110,000
N/A
Osi ETF Tr
Q4 2020 Filed on Jan 22, 2021
7,139
N/A
THTX
Theratechnologies Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
14,000
$1.91 - $2.5 $26.7K - $35K
OESX
Orion Energy Systems, Inc.

Industrials
Q4 2020 Filed on Jan 22, 2021
12,000
$6.42 - $10.56 $77K - $127K
On Deck Cap Inc
Q4 2020 Filed on Jan 22, 2021
10,000
N/A
OCSL
Oaktree Specialty Lending Corp

Financial Services
Q4 2020 Filed on Jan 22, 2021
27,311
$4.55 - $5.61 $124K - $153K
Unilever N V
Q4 2020 Filed on Jan 22, 2021
8,153
N/A
Nuveen Global High Income Fd
Q4 2020 Filed on Jan 22, 2021
11,734
N/A
UVE
Universal Insurance Holdings, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
25,649
$11.08 - $15.41 $284K - $395K
NAZ
Nuveen Arizona Quality Municipal Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,374
$14.66 - $16.16 $181K - $200K
NVCR
Novo Cure LTD

Healthcare
Q4 2020 Filed on Jan 22, 2021
2,984
$112.16 - $174.14 $335K - $520K
Peoples United Financial Inc
Q4 2020 Filed on Jan 22, 2021
20,194
N/A
EDI
Stone Harbor Emerging Markets Total Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,564
$6.96 - $9.56 $80.5K - $111K
GHY
Pgim Global High Yield Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
63,630
$12.72 - $14.6 $809K - $929K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
6,375
$125.56 - $178.74 $800K - $1.14M
RVT
Royce Value Trust, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,525
$12.68 - $16.4 $146K - $189K
RICK
Rci Hospitality Holdings, Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
13,748
$20.11 - $40.07 $276K - $551K
Quidel Corp
Q4 2020 Filed on Jan 22, 2021
1,237
N/A
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
81,453
$5.76 - $11.95 $469K - $973K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q4 2020 Filed on Jan 22, 2021
8,845
$29.48 - $35.54 $261K - $314K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
Q4 2020 Filed on Jan 22, 2021
2,424
$114.87 - $141.54 $278K - $343K
Spirit Rlty Cap Inc New
Q4 2020 Filed on Jan 22, 2021
27,000
N/A
SSRM
Ssr Mining Inc.

Basic Materials
Q4 2020 Filed on Jan 22, 2021
33,289
$17.22 - $20.88 $573K - $695K
PCQ
Pimco California Municipal Income Fund

Financial Services
Q4 2020 Filed on Jan 22, 2021
44,112
$16.87 - $18.43 $744K - $813K
ISD
Pgim High Yield Bond Fund, Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
52,097
$13.41 - $15.11 $699K - $787K
VLY
Valley National Bancorp

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,115
$6.9 - $10.09 $69.8K - $102K
NKLA
Nikola Corp

Industrials
Q4 2020 Filed on Jan 22, 2021
10,933
$13.75 - $34.5 $150K - $377K
NXDT
Nexpoint Diversified Real Estate Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
12,560
$8.36 - $10.7 $105K - $134K
HIX
Western Asset High Income Fund Ii Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
18,086
$6.42 - $7.07 $116K - $128K
Jernigan Cap Inc
Q4 2020 Filed on Jan 22, 2021
10,648
N/A
Western Asset Mtg Cap Corp
Q4 2020 Filed on Jan 22, 2021
26,057
N/A
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q4 2020 Filed on Jan 22, 2021
3,982
$72.77 - $85.16 $290K - $339K
J
Jacobs Engineering Group Inc

Industrials
Q4 2020 Filed on Jan 22, 2021
6,828
$91.45 - $109.85 $624K - $750K
J P Morgan Exchange Traded F
Q4 2020 Filed on Jan 22, 2021
8,000
N/A
DDWM
Wisdomtree Tr Currency Hedged

ETFs
Q4 2020 Filed on Jan 22, 2021
39,545
$24.38 - $28.17 $964K - $1.11M
ISR
Isoray, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
50,000
$0.36 - $0.58 $18K - $29K
Zynga Inc
Q4 2020 Filed on Jan 22, 2021
14,580
N/A
AOA
Ishares Tr Core Aggressive All

ETFs
Q4 2020 Filed on Jan 22, 2021
3,666
$56.73 - $64.27 $208K - $236K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q4 2020 Filed on Jan 22, 2021
4,522
$74.0 - $77.04 $335K - $348K
EMIF
Ishares Emerging Markets Infra

ETFs
Q4 2020 Filed on Jan 22, 2021
10,436
$19.89 - $24.76 $208K - $258K
KSU
Kansas City Southern

Industrials
Q4 2020 Filed on Jan 22, 2021
1,214
N/A
W
Wayfair Inc.

Consumer Cyclical
Q4 2020 Filed on Jan 22, 2021
763
$225.81 - $317.38 $172K - $242K
VSTM
Verastem, Inc.

Healthcare
Q4 2020 Filed on Jan 22, 2021
10,300
$1.15 - $2.4 $11.8K - $24.7K
NHS
Neuberger Berman High Yield Strategies Fund Inc.

Financial Services
Q4 2020 Filed on Jan 22, 2021
11,034
$10.75 - $12.04 $119K - $133K
Mobile Telesystems Pjsc
Q4 2020 Filed on Jan 22, 2021
10,983
N/A
CMU
Mfs High Yield Municipal Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
14,894
$4.14 - $4.45 $61.7K - $66.3K
CXE
Mfs High Income Municipal Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
16,829
$4.65 - $5.17 $78.3K - $87K
MCR
Mfs Charter Income Trust

Financial Services
Q4 2020 Filed on Jan 22, 2021
10,767
$8.03 - $8.77 $86.5K - $94.4K
MRCY
Mercury Systems Inc

Industrials
Q4 2020 Filed on Jan 22, 2021
2,804
$67.1 - $88.06 $188K - $247K
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