Avantax Planning Partners, Inc. HYD — VANECK VECTORS ETF TR

Ownership history in Avantax Planning Partners, Inc.  ·  26 quarters on record

AI Ownership Summary

Avantax Planning Partners, Inc. reported VANECK VECTORS ETF TR (HYD) in 26 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.78% in 2024 Q2. The latest visible filing shows HYD at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HYD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avantax Planning Partners, Inc.'s position in VANECK VECTORS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

HYD was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.78% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HYD stock page Avantax Planning Partners, Inc. fund profile Avantax Planning Partners, Inc. full holdings
How Avantax Planning Partners, Inc. held HYD — position size vs. price
% of Fund (quarterly)    HYD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 632,212 +426,105 +206.7% 0.77% $30.4M 2026-11-03 $49.02
2026 Q2 REDUCED — — — 206,107 -5,648 -2.7% 0.26% $10.6M 2026-07-28 $50.08
2026 Q1 ADDED — — — 211,755 +44,164 +26.4% 0.29% $10.6M 2026-05-04 $50.16
2025 Q4 REDUCED 15.2% -1.2% ✅ 167,591 -30,052 -15.2% 0.24% $8.6M 2026-02-05 $49.78
2025 Q3 REDUCED 42.3% +1.8% ❌ 197,643 -144,767 -42.3% 0.29% $10.1M 2025-10-31 $49.13
2025 Q2 ADDED — — — 342,410 +12,561 +3.8% 0.55% $17.2M 2025-08-11 $46.99
2025 Q1 ADDED — — — 329,849 +991 +0.3% 0.60% $16.9M 2025-04-29 $47.30
2024 Q4 REDUCED 7.2% -0.7% ✅ 328,858 -25,497 -7.2% 0.62% $17.1M 2025-02-07 $48.54
2024 Q3 REDUCED 25.0% -1.1% ✅ 354,355 -118,247 -25.0% 0.67% $18.8M 2024-11-14 $48.15
2024 Q2 REDUCED — — — 472,602 -17,416 -3.6% 0.78% $24.4M 2024-08-09 $47.65
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HYD

As of 2026 Q3 — sorted by position size

Revolve Wealth Partners, LLC 3Y 2.52% CERTIOR FINANCIAL GROUP, LLC 1.55% Gutierrez Wealth Advisory, LLC 1.42% Fullerton Advisors, LLC 1.15% Veery Capital, LLC 3Y 1.14% APS Management Group, Inc. 0.99% Financial Network Wealth Advisors LLC 0.71% K2 Financial Inc. 0.68% Narus Financial Partners, LLC 3Y 7Y 0.64% Joseph Group Capital Management 3Y 0.61%

FAQ About Avantax Planning Partners, Inc. and HYD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avantax Planning Partners, Inc. reported owning HYD?

Avantax Planning Partners, Inc. reported HYD across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported HYD position in Avantax Planning Partners, Inc.'s portfolio?

The largest reported portfolio weight for HYD was 0.78% in 2024 Q2.

What is the latest reported HYD position on this page?

The most recent filing on this page is 2026 Q3, when Avantax Planning Partners, Inc. reported 632,212 shares, equal to 0.77% of portfolio, with an estimated market value of $30.4M.

What does the chart on this HYD ownership page compare?

The chart compares Avantax Planning Partners, Inc.'s quarterly HYD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avantax Planning Partners, Inc. time their HYD position?

Based on 13F filing dates vs. subsequent HYD price moves, Avantax Planning Partners, Inc. correctly timed 9 out of 22 reported position changes (41%). The annualised alpha on HYD relative to SPY over the holding period was -12.9%.

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