Avantax Planning Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.6M	Buy	211,755 +44,164	+26%	+$2.25M	0.29%	57
2025 Q4	$8.57M	Sell	167,591 -30,052	-15%	-$1.53M	0.24%	68
2025 Q3	$10.1M	Sell	197,643 -144,767	-42%	-$7.2M	0.29%	53
2025 Q2	$17.2M	Buy	342,410 +12,561	+4%	+$627K	0.55%	31
2025 Q1	$16.9M	Buy	329,849 +991	+0.3%	+$51.3K	0.6%	28
2024 Q4	$17.1M	Sell	328,858 -25,497	-7%	-$1.33M	0.62%	28
2024 Q3	$18.8M	Sell	354,355 -118,247	-25%	-$6.19M	0.67%	27
2024 Q2	$24.4M	Sell	472,602 -17,416	-4%	-$899K	0.78%	21
2024 Q1	$25.6M	Sell	490,018 -37,506	-7%	-$1.94M	0.83%	23
2023 Q4	$27.2M	Buy	527,524 +143,237	+37%	+$7.1M	1.04%	21
2023 Q3	$18.9M	Sell	384,287 -928	-0.2%	-$47K	0.79%	23
2023 Q2	$19.8M	Sell	385,215 -25,331	-6%	-$1.3M	0.79%	24
2023 Q1	$21.2M	Sell	410,546 -6,951	-2%	-$359K	0.86%	22
2022 Q4	$21.1M	Buy	417,497 +1,044	+0.3%	+$52.8K	0.84%	20
2022 Q3	$20.8M	Buy	416,453 +17,454	+4%	+$931K	0.94%	21
2022 Q2	$21.5M	Buy	398,999 +356,292	+834%	+$19.4M	0.92%	17
2022 Q1	$2.45M	Buy	42,707 +29,411	+221%	+$1.76M	0.1%	91
2021 Q4	$830K	Buy	13,296 +29	+0.2%	+$1.8K	0.03%	174
2021 Q3	$829K	Buy	13,267 +2,500	+23%	+$159K	0.04%	154
2021 Q2	$685K	Sell	10,767 -3	-0%	-$188	0.03%	168
2021 Q1	$669K	Hold	10,770	–	–	0.03%	164
2020 Q4	$663K	Hold	10,770	–	–	0.03%	157
2020 Q3	$644K	Hold	10,770	–	–	0.03%	161
2020 Q2	$638K	Buy	+10,770	New	+$607K	0.04%	152