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

Atlas Private 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
2025 Q2	–	Sell	-16,560	Closed	-$848K	–	197
2025 Q1	$848K	Sell	16,560 -1,346	-8%	-$69.7K	0.12%	87
2024 Q4	$929K	Sell	17,906 -669	-4%	-$35K	0.13%	75
2024 Q3	$986K	Buy	18,575 +651	+4%	+$34.1K	0.14%	69
2024 Q2	$926K	Buy	17,924 +8,709	+95%	+$449K	0.15%	65
2024 Q1	$482K	Sell	9,215 -10,346	-53%	-$534K	0.16%	64
2023 Q4	$1.01M	Buy	19,561 +177	+0.9%	+$8.77K	0.19%	55
2023 Q3	$951K	Buy	19,384 +3,264	+20%	+$165K	0.18%	76
2023 Q2	$828K	Buy	16,120 +9,506	+144%	+$487K	0.17%	85
2023 Q1	$342K	Buy	+6,614	New	+$342K	0.16%	98
2021 Q4	–	Sell	-868	Closed	-$54K	–	390
2021 Q3	$54K	Buy	868 +4	+0.5%	+$254	0.03%	227
2021 Q2	$55K	Buy	864 +4	+0.5%	+$251	0.03%	219
2021 Q1	$53K	Buy	860 +5	+0.6%	+$311	0.03%	223
2020 Q4	$53K	Buy	855 +5	+0.6%	+$302	0.04%	213
2020 Q3	$51K	Sell	850 -413	-33%	-$24.7K	0.04%	199
2020 Q2	$75K	Buy	+1,263	New	+$71.2K	0.07%	166

Other funds holding HYD

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Atlas Private Wealth Advisors's HYD Position: Q2 2025 in Review

Atlas Private Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 16,560 shares — an estimated $848K sold.

Atlas Private Wealth Advisors first reported a position in HYD in Q2 2020 and held it in 15 quarters. The position peaked at $1.01M in Q4 2023. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

Atlas Private Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 16,560 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $848K.
Atlas Private Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2020 and held it in 15 quarters.
Atlas Private Wealth Advisors's VanEck High Yield Muni ETF position peaked at $1.01M in Q4 2023.
326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.