Avantax Planning Partners, Inc. Spdr Nuveen Bloomberg High Yie Transaction History

Avantax Planning Partners, Inc.

$3.11 Billion
Q2 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Nuveen Bloomberg High Yie stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 2,729,665 shares of HYMB stock, worth $68.7 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares

2,729,665

Previous 2,244,942 21.59%

Holding current value

$68.7 Million

Previous $56.6 Million 19.47%

% of portfolio

2.17%

Previous 2.02%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$24.14 - $25.43 $11.7 Million - $12.3 Million	484,723 Added 21.59%	2,729,665 $67.6 Million
Q1 2025 Apr 28, 2025	BUY	$25.12 - $26.05 $6.03 Million - $6.26 Million	240,238 Added 11.98%	2,244,942 $56.6 Million
Q4 2024 Feb 07, 2025	SELL	$25.3 - $26.31 $679,279 - $706,397	-26,849 Reduced 1.32%	2,004,704 $51.3 Million
Q3 2024 Nov 13, 2024	SELL	$25.38 - $26.27 $17.2 Million - $17.8 Million	-678,059 Reduced 25.02%	2,031,553 $53.4 Million
Q2 2024 Aug 09, 2024	SELL	$25.12 - $25.81 $2.61 Million - $2.69 Million	-104,075 Reduced 3.7%	2,709,612 $68.9 Million
Q1 2024 May 02, 2024	SELL	$24.95 - $25.69 $2 Million - $2.05 Million	-79,966 Reduced 2.76%	2,813,687 $72.3 Million
Q4 2023 Feb 09, 2024	SELL	$23.09 - $25.41 $2.96 Million - $3.25 Million	-128,066 Reduced 4.24%	2,893,653 $73.2 Million
Q3 2023 Nov 03, 2023	BUY	$23.58 - $25.22 $17.4 Million - $18.6 Million	736,338 Added 32.22%	3,021,719 $72 Million
Q2 2023 Jul 17, 2023	SELL	$24.33 - $25.33 $6.19 Million - $6.45 Million	-254,580 Reduced 10.02%	2,285,381 $57.2 Million
Q1 2023 Apr 20, 2023	BUY	$24.5 - $50.38 $30.7 Million - $63.1 Million	1,252,379 Added 97.27%	2,539,961 $63.6 Million
Q4 2022 Feb 09, 2023	BUY	$23.44 - $50.65 $3.8 Million - $8.21 Million	162,095 Added 14.4%	1,287,582 $63.1 Million
Q3 2022 Oct 14, 2022	SELL	$23.96 - $26.61 $7.48 Million - $8.31 Million	-312,185 Reduced 21.71%	1,125,487 $53.9 Million
Q2 2022 Jul 18, 2022	BUY	$24.46 - $27.54 $14.8 Million - $16.7 Million	607,090 Added 73.09%	1,437,672 $73.9 Million
Q1 2022 May 09, 2022	BUY	$27.51 - $30.04 $14.8 Million - $16.2 Million	539,545 Added 185.39%	830,582 $45.8 Million
Q4 2021 Jan 28, 2022	BUY	$29.68 - $30.1 $1.06 Million - $1.08 Million	35,855 Added 14.05%	291,037 $17.5 Million
Q3 2021 Oct 27, 2021	SELL	$29.98 - $30.58 $71,442 - $72,872	-2,383 Reduced 0.93%	255,182 $15.3 Million
Q2 2021 Aug 10, 2021	SELL	$29.57 - $30.41 $352,651 - $362,669	-11,926 Reduced 4.43%	257,565 $15.7 Million
Q1 2021 May 06, 2021	SELL	$29.35 - $30.12 $329,600 - $338,247	-11,230 Reduced 4.0%	269,491 $16 Million
Q4 2020 Feb 04, 2021	SELL	$28.28 - $29.5 $2.19 Million - $2.29 Million	-77,522 Reduced 21.64%	280,721 $16.6 Million
Q3 2020 Oct 28, 2020	SELL	$28.09 - $28.75 $452,614 - $463,248	-16,113 Reduced 4.3%	358,243 $20.4 Million
Q2 2020 Jul 15, 2020	BUY	$26.11 - $28.18 $8.63 Million - $9.32 Million	330,657 Added 756.67%	374,356 $21.1 Million
Q1 2020 Apr 27, 2020	SELL	$21.48 - $30.58 $25,561 - $36,390	-1,190 Reduced 2.65%	43,699 $2.39 Million
Q4 2019 Jan 15, 2020	SELL	$29.33 - $29.7 $6,452 - $6,534	-220 Reduced 0.49%	44,889 $2.65 Million
Q3 2019 Nov 08, 2019	SELL	$29.33 - $29.71 $94,882 - $96,111	-3,235 Reduced 6.69%	45,109 $2.68 Million
Q2 2019 Aug 07, 2019	SELL	N/A	-15,045 Reduced 23.73%	48,344 $2.82 Million
Q1 2019 May 08, 2019	SELL	N/A	-650,699 Reduced 91.12%	63,389 $3.64 Million
Q4 2018 Feb 14, 2019	BUY	N/A	713,316 Added 92398.45%	714,088 $40 Million
Q3 2018 Nov 13, 2018	BUY	N/A	772 New	772 $43,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,956 Closed	0 $0
Q1 2018 May 15, 2018	BUY	N/A	1,956 New	1,956 $109,000

Others Institutions Holding HYMB

# of Institutions

433

Shares Held

86M

Call Options Held

639K

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG HIGH YIE

Ticker HYMB
Sector ETFs
Industry ETFs

More about HYMB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Account

Avantax Planning Partners, Inc. Spdr Nuveen Bloomberg High Yie Transaction History