Avantax Planning Partners, Inc. Buys ALPS International Sector Dividend Dogs ETF, iShares Core MSCI Emerging Markets ETF, Nuveen ESG Large-Cap Value ETF, Sells SPDR S&P 600 Small Cap Growth ETF, iShares MSCI Emerging Markets ETF, SPDR S&P 400 Mid Cap Grow

Investment company Avantax Planning Partners, Inc. (Current Portfolio) buys ALPS International Sector Dividend Dogs ETF, iShares Core MSCI Emerging Markets ETF, Nuveen ESG Large-Cap Value ETF, ISHARES TRUST, WisdomTree U.S. MidCap Dividend Fund, sells SPDR S&P 600 Small Cap Growth ETF, iShares MSCI Emerging Markets ETF, SPDR S&P 400 Mid Cap Growth ETF, Schwab 1000 Index ETF, SPDR Portfolio S&P 500 Value ETF during the 3-months ended 2021Q2, according to the most recent filings of the investment company, Avantax Planning Partners, Inc.. As of 2021Q2, Avantax Planning Partners, Inc. owns 327 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of Avantax Planning Partners, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/avantax+planning+partners%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Avantax Planning Partners, Inc.
  1. Schwab U.S. Large-Cap Growth ETF (SCHG) - 3,211,015 shares, 21.99% of the total portfolio. Shares added by 1.18%
  2. Schwab U.S. Large-Cap Value ETF (SCHV) - 5,483,297 shares, 17.59% of the total portfolio. Shares added by 3.91%
  3. Schwab US Dividend Equity ETF (SCHD) - 2,830,446 shares, 10.04% of the total portfolio. Shares added by 3.68%
  4. Schwab US Aggregate Bond ETF (SCHZ) - 3,539,068 shares, 9.07% of the total portfolio. Shares added by 2.94%
  5. SPDR Bloomberg Barclays Investment Grade Floating (FLRN) - 4,517,894 shares, 6.50% of the total portfolio. Shares added by 1.28%
New Purchase: ALPS International Sector Dividend Dogs ETF (IDOG)

Avantax Planning Partners, Inc. initiated holding in ALPS International Sector Dividend Dogs ETF. The purchase prices were between $27.02 and $29.03, with an estimated average price of $28.13. The stock is now traded at around $28.160000. The impact to a portfolio due to this purchase was 1.12%. The holding were 851,956 shares as of 2021-06-30.

New Purchase: Nuveen ESG Large-Cap Value ETF (NULV)

Avantax Planning Partners, Inc. initiated holding in Nuveen ESG Large-Cap Value ETF. The purchase prices were between $36.2 and $38.55, with an estimated average price of $37.64. The stock is now traded at around $38.760000. The impact to a portfolio due to this purchase was 0.2%. The holding were 113,538 shares as of 2021-06-30.

New Purchase: Nuveen ESG International Developed Markets Equity (NUDM)

Avantax Planning Partners, Inc. initiated holding in Nuveen ESG International Developed Markets Equity . The purchase prices were between $30.25 and $32.72, with an estimated average price of $31.6. The stock is now traded at around $32.320000. The impact to a portfolio due to this purchase was 0.17%. The holding were 113,605 shares as of 2021-06-30.

New Purchase: SPDR S&P 400 Mid Cap Value ETF (MDYV)

Avantax Planning Partners, Inc. initiated holding in SPDR S&P 400 Mid Cap Value ETF. The purchase prices were between $65.12 and $70.42, with an estimated average price of $68.27. The stock is now traded at around $67.699900. The impact to a portfolio due to this purchase was 0.12%. The holding were 39,299 shares as of 2021-06-30.

New Purchase: NuShares ESG U.S. Aggregate Bond ETF (NUBD)

Avantax Planning Partners, Inc. initiated holding in NuShares ESG U.S. Aggregate Bond ETF. The purchase prices were between $25.6 and $25.99, with an estimated average price of $25.8. The stock is now traded at around $26.219500. The impact to a portfolio due to this purchase was 0.09%. The holding were 74,941 shares as of 2021-06-30.

New Purchase: Nuveen ESG Small-Cap ETF (NUSC)

Avantax Planning Partners, Inc. initiated holding in Nuveen ESG Small-Cap ETF. The purchase prices were between $42.41 and $45.98, with an estimated average price of $44.45. The stock is now traded at around $43.764200. The impact to a portfolio due to this purchase was 0.08%. The holding were 39,823 shares as of 2021-06-30.

Added: iShares Core MSCI Emerging Markets ETF (IEMG)

Avantax Planning Partners, Inc. added to a holding in iShares Core MSCI Emerging Markets ETF by 114.91%. The purchase prices were between $62.73 and $67.66, with an estimated average price of $65.51. The stock is now traded at around $61.420500. The impact to a portfolio due to this purchase was 0.43%. The holding were 257,831 shares as of 2021-06-30.

Added: ISHARES TRUST (PFF)

Avantax Planning Partners, Inc. added to a holding in ISHARES TRUST by 134.29%. The purchase prices were between $37.52 and $39.04, with an estimated average price of $38.27. The stock is now traded at around $39.255000. The impact to a portfolio due to this purchase was 0.2%. The holding were 189,325 shares as of 2021-06-30.

Added: WisdomTree U.S. MidCap Dividend Fund (DON)

Avantax Planning Partners, Inc. added to a holding in WisdomTree U.S. MidCap Dividend Fund by 61.40%. The purchase prices were between $40.14 and $43.48, with an estimated average price of $42.06. The stock is now traded at around $42.150000. The impact to a portfolio due to this purchase was 0.18%. The holding were 239,600 shares as of 2021-06-30.

Added: iShares Russell Mid-Cap Growth ETF (IWP)

Avantax Planning Partners, Inc. added to a holding in iShares Russell Mid-Cap Growth ETF by 22.00%. The purchase prices were between $99.93 and $113.73, with an estimated average price of $106.69. The stock is now traded at around $115.079900. The impact to a portfolio due to this purchase was 0.1%. The holding were 98,931 shares as of 2021-06-30.

Added: iShares Russell Mid-Cap Value ETF (IWS)

Avantax Planning Partners, Inc. added to a holding in iShares Russell Mid-Cap Value ETF by 23.34%. The purchase prices were between $109.02 and $117.55, with an estimated average price of $114.34. The stock is now traded at around $116.380000. The impact to a portfolio due to this purchase was 0.1%. The holding were 95,141 shares as of 2021-06-30.

Added: Merck & Co Inc (MRK)

Avantax Planning Partners, Inc. added to a holding in Merck & Co Inc by 52.90%. The purchase prices were between $70.26 and $77.77, with an estimated average price of $74.29. The stock is now traded at around $78.600000. The impact to a portfolio due to this purchase was 0.09%. The holding were 70,347 shares as of 2021-06-30.

Sold Out: Schwab 1000 Index ETF (SCHK)

Avantax Planning Partners, Inc. sold out a holding in Schwab 1000 Index ETF. The sale prices were between $39.3 and $42.66, with an estimated average price of $41.35.

Sold Out: Canadian Pacific Railway Ltd (CP)

Avantax Planning Partners, Inc. sold out a holding in Canadian Pacific Railway Ltd. The sale prices were between $71.02 and $82.65, with an estimated average price of $77.54.

Sold Out: Asensus Surgical Inc (2TX)

Avantax Planning Partners, Inc. sold out a holding in Asensus Surgical Inc. The sale prices were between $1.3 and $3, with an estimated average price of $2.1.

Sold Out: CF Industries Holdings Inc (CF)

Avantax Planning Partners, Inc. sold out a holding in CF Industries Holdings Inc. The sale prices were between $45.2 and $55.56, with an estimated average price of $50.7.

Sold Out: Sunoco LP (SUN)

Avantax Planning Partners, Inc. sold out a holding in Sunoco LP. The sale prices were between $31.84 and $38.32, with an estimated average price of $35.39.

Sold Out: General Electric Co (GE)

Avantax Planning Partners, Inc. sold out a holding in General Electric Co. The sale prices were between $102.24 and $114.8, with an estimated average price of $107.13.



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