ASFA
HYD icon

All Season Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

All Season Financial 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
Q3 		$807K Buy
15,199
+364
+2% +$19.1K 0.69% 39
2024
Q2 		$766K Sell
14,835
-1,260
-8% -$65K 0.69% 35
2024
Q1 		$841K Buy
16,095
+4,289
+36% +$221K 0.7% 36
2023
Q4 		$610K Buy
+11,806
New +$585K 0.52% 50
2023
Q3 		– Sell
-29,519
Closed -$1.52M – 94
2023
Q2 		$1.52M Buy
29,519
+1,874
+7% +$96K 1.36% 20
2023
Q1 		$1.43M Sell
27,645
-12,276
-31% -$634K 1.3% 17
2022
Q4 		$2.02M Buy
39,921
+16,079
+67% +$812K 1.78% 18
2022
Q3 		$1.19M Sell
23,842
-3,628
-13% -$193K 1.29% 19
2022
Q2 		$1.48M Buy
+27,470
New +$1.5M 1.26% 21
2022
Q1 		– Sell
-52,874
Closed -$3.3M – 150
2021
Q4 		$3.3M Buy
52,874
+3,259
+7% +$203K 2.3% 11
2021
Q3 		$3.1M Sell
49,615
-2,708
-5% -$172K 2.5% 13
2021
Q2 		$3.33M Buy
+52,323
New +$3.29M 2.39% 12

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return