Aspire Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Aspire Wealth Management’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
2022 Q4	–	Sell	-8,505	Closed	-$425K	–	196
2022 Q3	$425K	Buy	8,505 +4	+0%	+$213	0.4%	45
2022 Q2	$458K	Sell	8,501 -39	-0.5%	-$2.13K	0.42%	46
2022 Q1	$490K	Buy	+8,540	New	+$511K	0.39%	46

Other funds holding HYD

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Aspire Wealth Management's HYD Position: Q4 2022 in Review

Aspire Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 8,505 shares — an estimated $425K sold.

Aspire Wealth Management first reported a position in HYD in Q1 2022 and held it in 3 quarters. The position peaked at $490K in Q1 2022. 283 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

Aspire Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Aspire Wealth Management sold 8,505 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $425K.
Aspire Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2022 and held it in 3 quarters.
Aspire Wealth Management's VanEck High Yield Muni ETF position peaked at $490K in Q1 2022.
283 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Aspire Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.