Arkadios Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Arkadios 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
2026 Q1	$579K	Buy	11,538 +1,007	+10%	+$51.3K	0.01%	1041
2025 Q4	$538K	Buy	10,531 +27	+0.3%	+$1.38K	0.01%	965
2025 Q3	$535K	Buy	10,504 +134	+1%	+$6.67K	0.01%	903
2025 Q2	$521K	Sell	10,370 -141	-1%	-$7.04K	0.02%	827
2025 Q1	$538K	Buy	10,511 +4,436	+73%	+$230K	0.02%	683
2024 Q4	$315K	Buy	+6,075	New	+$318K	0.02%	706
2021 Q4	–	Sell	-485	Closed	-$30K	–	1113
2021 Q3	$30K	Buy	485 +35	+8%	+$2.22K	﹤0.01%	1068
2021 Q2	$28K	Buy	+450	New	+$28.3K	﹤0.01%	1144

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return