Aspire Private Capital’s VanEck High Yield Muni ETF HYD Stock Holding History

Aspire Private Capital’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 Q4	–	Sell	-1,338	Closed	-$71K	–	374
2024 Q3	$71K	Hold	1,338	–	–	0.02%	214
2024 Q2	$69.1K	Buy	1,338 +570	+74%	+$29.4K	0.02%	218
2024 Q1	$40.1K	Hold	768	–	–	0.01%	251
2023 Q4	$39.7K	Hold	768	–	–	0.01%	245
2023 Q3	$37.7K	Buy	768 +10	+1%	+$506	0.01%	239
2023 Q2	$38.9K	Hold	758	–	–	0.01%	231
2023 Q1	$39.2K	Buy	758 +2	+0.3%	+$103	0.01%	228
2022 Q4	$38.2K	Buy	756 +139	+23%	+$7.02K	0.01%	216
2022 Q3	$31K	Buy	+617	New	+$32.9K	0.01%	241
2019 Q2	–	Sell	-125	Closed	-$8K	–	571
2019 Q1	$8K	Hold	125	–	–	﹤0.01%	332
2018 Q4	$8K	Buy	+125	New	+$7.62K	﹤0.01%	317

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aspire Private Capital's HYD Position: Q4 2024 in Review

Aspire Private Capital sold out of VanEck High Yield Muni ETF (HYD) in Q4 2024, closing a stake of 1,338 shares — an estimated $71K sold.

Aspire Private Capital first reported a position in HYD in Q4 2018 and held it in 11 quarters. The position peaked at $71K in Q3 2024. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

Aspire Private Capital reported no remaining VanEck High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 1,338 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $71K.
Aspire Private Capital first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 11 quarters.
Aspire Private Capital's VanEck High Yield Muni ETF position peaked at $71K in Q3 2024.
341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.