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AWA
Aaron Wealth Advisors’s
VanEck High Yield Muni ETF
HYD
Stock Holding History
Aaron Wealth Advisors’s Portfolio
HYD Stock Details
HYD Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-63,778
Closed
-$3.29M
–
311
2023
Q4
$3.29M
Sell
63,778
-21,682
-25%
-$1.07M
0.55%
27
2023
Q3
$4.19M
Hold
85,460
–
–
0.54%
31
2023
Q2
$4.39M
Hold
85,460
–
–
0.57%
34
2023
Q1
$4.42M
Hold
85,460
–
–
0.61%
37
2022
Q4
$4.32M
Hold
85,460
–
–
0.64%
36
2022
Q3
$4.27M
Buy
85,460
+12,838
+18%
+$685K
0.79%
31
2022
Q2
$3.91M
Sell
72,622
-12,242,484
-99%
-$668M
0.98%
26
2022
Q1
$215M
Buy
12,315,106
+12,100,031
+5,626%
+$724M
2.97%
8
2021
Q4
$13.4M
Sell
215,075
-4,323
-2%
-$269K
3.75%
6
2021
Q3
$13.7M
Buy
219,398
+73,118
+50%
+$4.64M
3.87%
6
2021
Q2
$9.3M
Buy
146,280
+3,600
+3%
+$226K
3.06%
8
2021
Q1
$8.87M
Sell
142,680
-10,434
-7%
-$648K
3.25%
9
2020
Q4
$9.42M
Buy
+153,114
New
+$9.25M
3.45%
8
Other funds holding HYD
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Focus Partners Wealth
Boston, Massachusetts
$89.9B AUM
20.5%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
GC
Grimes & Company
Westborough, Massachusetts
$3.61B AUM
18.46%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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