Avantax Planning Partners Inc. Investment Activity Q3 2026

Avantax Planning Partners Inc. has released its investment activity report for the quarter ending September 30, 2026. The firm manages a substantial portfolio valued at approximately $3.95 billion as of this date.

The report highlights several key transactions. Notably, the firm increased its positions in SPDR Series Trust ETFs (HYMB, VTEI, VTEB, HYD) and Hartford Exchange-Traded Funds (HMOP). These actions resulted in significant portfolio allocations for these specific ETFs.

Conversely, Avantax Planning Partners Inc. reduced its holdings in several prominent ETFs, including SCHWAB Strategic Series ETFs (SCHG, SCHV, SCHF, SCHZ, SCHD) and SPDR ETFs (SPTL). The reductions were substantial for SCHG and SCHV, while others like SCHD also saw significant decreases.

Specifically, the investor's significant buying activity this quarter included substantial increases in SPDR Series Trust ETFs (HYMB, VTEI, HMOP, HYD, VTEB) and a purchase of American Century ETF TR (AVUV). The notable selling activity involved significant reductions in J P Morgan Exchange Traded Funds (JPIB, JMUB) and SCHWAB Strategic Series ETFs (SCHG, SCHV, SCHF, SCHZ, SCHD).

For detailed information on Avantax Planning Partners Inc.'s investment strategy and performance, please visit their profile page. Links to specific holdings, such as SPDR Series Trust (HYMB) and American Century ETF TR (AVUV), can be found on their respective company pages.