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	–	572
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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

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