Avantax Planning Partners, Inc. Closed Holding Positions

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DBX
Dropbox, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
198
$19.38 - $26.32 $3.84K - $5.21K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
6,305
$12.37 - $16.73 $78K - $105K
ETSY
Etsy Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
64
$38.97 - $57.43 $2.49K - $3.68K
EVRG
Evergy, Inc.

Utilities
Q4 2018 Filed on Feb 14, 2019
1,179
$54.89 - $60.77 $64.7K - $71.6K
Fbl Finl Group Inc
Q4 2018 Filed on Feb 14, 2019
31
N/A
HYLS
First Tr Tactical High Yield L

ETFs
Q4 2018 Filed on Feb 14, 2019
3,095
$44.51 - $47.86 $138K - $148K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
Q4 2018 Filed on Feb 14, 2019
2,005
$50.81 - $51.07 $102K - $102K
FTAI
Fortress Transportation & Infrastructure Investors LLC

Industrials
Q4 2018 Filed on Feb 14, 2019
850
$12.92 - $18.22 $11K - $15.5K
Franklin Finl Network Inc
Q4 2018 Filed on Feb 14, 2019
95
N/A
GBCI
Glacier Bancorp, Inc.

Financial Services
Q4 2018 Filed on Feb 14, 2019
151
$37.15 - $47.22 $5.61K - $7.13K
GBT
Global Blood Therapeutics, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
143
$31.54 - $46.67 $4.51K - $6.67K
SRET
Global X Fds Superdividend Rei

ETFs
Q4 2018 Filed on Feb 14, 2019
1,432
N/A
Global X Fds
Q4 2018 Filed on Feb 14, 2019
694
N/A
HTA
Healthcare Trust Of America, Inc.

Real Estate
Q4 2018 Filed on Feb 14, 2019
82
$24.48 - $29.09 $2.01K - $2.39K
Ikonics Corp
Q4 2018 Filed on Feb 14, 2019
128
N/A
IHIT
Invesco High Income 2023 Target Term Fund

Financial Services
Q4 2018 Filed on Feb 14, 2019
4,477
$9.86 - $10.16 $44.1K - $45.5K
XLG
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
167
$167.99 - $210.7 $28.1K - $35.2K
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
Q4 2018 Filed on Feb 14, 2019
164
N/A
PSI
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
565
N/A
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2018 Filed on Feb 14, 2019
158
N/A
PRN
Invesco Dwa Industrials Moment

ETFs
Q4 2018 Filed on Feb 14, 2019
179
N/A
PSL
Invesco Dwa Consumer Staples M
Q4 2018 Filed on Feb 14, 2019
166
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q4 2018 Filed on Feb 14, 2019
333
N/A
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q4 2018 Filed on Feb 14, 2019
2,210
$21.59 - $23.21 $47.7K - $51.3K
Invesco Exch Trd Slf Idx Fd
Q4 2018 Filed on Feb 14, 2019
2,846
N/A
IQ
I Qiyi, Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
100
$14.87 - $26.91 $1.49K - $2.69K
IRDM
Iridium Communications Inc.

Communication Services
Q4 2018 Filed on Feb 14, 2019
300
$16.94 - $24.17 $5.08K - $7.25K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
Q4 2018 Filed on Feb 14, 2019
48
$92.8 - $119.62 $4.45K - $5.74K
JPIN
Jp Morgan Diversified Return I

ETFs
Q4 2018 Filed on Feb 14, 2019
250
N/A
Janus Detroit Str Tr
Q4 2018 Filed on Feb 14, 2019
750
N/A
KURA
Kura Oncology, Inc.

Healthcare
Q4 2018 Filed on Feb 14, 2019
151
$10.6 - $17.49 $1.6K - $2.64K
LFVN
Lifevantage Corp

Consumer Defensive
Q4 2018 Filed on Feb 14, 2019
174
$10.06 - $14.87 $1.75K - $2.59K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
39
$61.33 - $109.01 $2.39K - $4.25K
MFG
Mizuho Financial Group Inc

Financial Services
Q4 2018 Filed on Feb 14, 2019
55
$2.93 - $3.54 $161 - $195
NIO
Nio Inc.

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
1
$5.9 - $8.12 $5.9 - $8.12
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
Q4 2018 Filed on Feb 14, 2019
32
N/A
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
Q4 2018 Filed on Feb 14, 2019
621
N/A
SMDV
Proshares Tr Russell 2000 Divi

ETFs
Q4 2018 Filed on Feb 14, 2019
618
N/A
Renewable Energy Group Inc
Q4 2018 Filed on Feb 14, 2019
98
N/A
Spdr Series Trust
Q4 2018 Filed on Feb 14, 2019
50
N/A
SRLN
Ssga Active Trust

ETFs
Q4 2018 Filed on Feb 14, 2019
279
N/A
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q4 2018 Filed on Feb 14, 2019
713
N/A
ONEV
Spdr Russell 1000 Low Volatili

ETFs
Q4 2018 Filed on Feb 14, 2019
500
N/A
SAIL
Sailpoint Technologies Holdings, Inc.

Technology
Q4 2018 Filed on Feb 14, 2019
107
$21.38 - $33.2 $2.29K - $3.55K
XLC
Select Sector Spdr Tr Communic

ETFs
Q4 2018 Filed on Feb 14, 2019
89
N/A
Tivo Corp
Q4 2018 Filed on Feb 14, 2019
1,800
N/A
UHT
Universal Health Realty Income Trust

Real Estate
Q4 2018 Filed on Feb 14, 2019
360
$59.51 - $73.69 $21.4K - $26.5K
Vale S A
Q4 2018 Filed on Feb 14, 2019
577
N/A
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
Q4 2018 Filed on Feb 14, 2019
912
N/A
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