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

Allium 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
2025
Q3 		– Sell
-13,564
Closed -$681K – 85
2025
Q2 		$681K Hold
13,564
– – 0.59% 28
2025
Q1 		$694K Buy
+13,564
New +$703K 0.63% 26

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Allium Financial Advisors's HYD Position: Q3 2025 in Review

Allium Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 13,564 shares — an estimated $681K sold.

Allium Financial Advisors first reported a position in HYD in Q1 2025 and held it in 2 quarters. The position peaked at $694K in Q1 2025. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

  • Allium Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
  • Allium Financial Advisors sold 13,564 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $681K.
  • Allium Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2025 and held it in 2 quarters.
  • Allium Financial Advisors's VanEck High Yield Muni ETF position peaked at $694K in Q1 2025.
  • 335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on Allium Financial Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.