Atria Investments’s VanEck High Yield Muni ETF HYD Stock Holding History

Atria Investments’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 Q2	$252K	Sell	4,898 -2,478	-34%	-$127K	﹤0.01%	1952
2026 Q1	$370K	Sell	7,376 -2,192	-23%	-$112K	﹤0.01%	1621
2025 Q4	$489K	Sell	9,568 -1,174	-11%	-$59.8K	0.01%	1465
2025 Q3	$547K	Buy	+10,742	New	+$534K	0.01%	1369
2020 Q2	–	Sell	-5,812	Closed	-$304K	–	652
2020 Q1	$304K	Sell	5,812 -1,724	-23%	-$106K	0.02%	441
2019 Q4	$483K	Buy	7,536 +1,225	+19%	+$78.7K	0.01%	800
2019 Q3	$407K	Sell	6,311 -98	-2%	-$6.29K	0.01%	629
2019 Q2	$413K	Sell	6,409 -577	-8%	-$36.4K	0.02%	632
2019 Q1	$439K	Sell	6,986 -1,593	-19%	-$98.2K	0.02%	569
2018 Q4	$524K	Sell	8,579 -4,051	-32%	-$247K	0.02%	488
2018 Q3	$786K	Buy	12,630 +4,837	+62%	+$303K	0.03%	459
2018 Q2	$490K	Buy	7,793 +1,313	+20%	+$82K	0.02%	576
2018 Q1	$402K	Sell	6,480 -1,246	-16%	-$77.2K	0.02%	582
2017 Q4	$482K	Buy	7,726 +1,425	+23%	+$89K	0.02%	486
2017 Q3	$395K	Sell	6,301 -5,606	-47%	-$349K	0.02%	511
2017 Q2	$736K	Buy	+11,907	New	+$735K	0.05%	349
2016 Q3	–	Sell	-27,115	Closed	-$1.75M	–	563
2016 Q2	$1.75M	Buy	27,115 +262	+1%	+$16.6K	0.19%	91
2016 Q1	$1.68M	Buy	26,853 +16,865	+169%	+$1.05M	0.19%	86
2015 Q4	$621K	Buy	9,988 +11	+0.1%	+$676	0.07%	199
2015 Q3	$610K	Buy	+9,977	New	+$603K	0.08%	164
2015 Q2	–	Sell	-4,918	Closed	-$308K	–	410
2015 Q1	$308K	Sell	4,918 -6,595	-57%	-$411K	0.03%	319
2014 Q4	$710K	Sell	11,513 -975	-8%	-$60.2K	0.08%	208
2014 Q3	$768K	Buy	12,488 +8,126	+186%	+$491K	0.08%	221
2014 Q2	$263K	Buy	+4,362	New	+$262K	0.03%	361
2013 Q3	–	Sell	-11,871	Closed	-$726K	–	459
2013 Q2	$726K	Buy	+11,871	New	+$770K	0.09%	136

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

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Atria Investments's HYD Position: Q2 2026 in Review

Atria Investments reduced its VanEck High Yield Muni ETF (HYD) stake by 34% in Q2 2026, selling an estimated $127K and leaving 4,898 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1952.

Atria Investments first reported a position in HYD in Q2 2013 and has held it in 25 quarters since. The position peaked at $1.75M in Q2 2016. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Atria Investments held 4,898 shares of VanEck High Yield Muni ETF worth $252K as of Q2 2026.
Atria Investments sold 2,478 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $127K.
VanEck High Yield Muni ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1952 holding.
Atria Investments first reported a position in VanEck High Yield Muni ETF in Q2 2013 and has held it in 25 quarters since.
Atria Investments's VanEck High Yield Muni ETF position peaked at $1.75M in Q2 2016.
374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.