Avantax Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Avantax Advisory Services’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	$210K	Sell	4,173 -6,799	-62%	-$339K	﹤0.01%	2170
2025 Q1	$562K	Sell	10,972 -476	-4%	-$24.7K	﹤0.01%	1433
2024 Q4	$594K	Buy	11,448 +4,152	+57%	+$217K	﹤0.01%	1338
2024 Q3	$387K	Sell	7,296 -23	-0.3%	-$1.21K	﹤0.01%	1582
2024 Q2	$378K	Sell	7,319 -5,801	-44%	-$299K	﹤0.01%	1548
2024 Q1	$686K	Sell	13,120 -222	-2%	-$11.5K	0.01%	907
2023 Q4	$689K	Buy	13,342 +4,135	+45%	+$205K	0.01%	857
2023 Q3	$452K	Buy	+9,207	New	+$466K	0.01%	987
2020 Q4	–	Sell	-14,093	Closed	-$842K	–	1119
2020 Q3	$842K	Buy	+14,093	New	+$844K	0.01%	587

Other funds holding HYD

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

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

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 $871B AUM 31.28% 1-Year Est. Return

Avantax Advisory Services's HYD Position: Q2 2025 in Review

Avantax Advisory Services reduced its VanEck High Yield Muni ETF (HYD) stake by 62% in Q2 2025, selling an estimated $339K and leaving 4,173 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Avantax Advisory Services first reported a position in HYD in Q3 2020 and has held it in 9 quarters since. The position peaked at $842K in Q3 2020. 325 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

Avantax Advisory Services held 4,173 shares of VanEck High Yield Muni ETF worth $210K as of Q2 2025.
Avantax Advisory Services sold 6,799 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $339K.
VanEck High Yield Muni ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2170 holding.
Avantax Advisory Services first reported a position in VanEck High Yield Muni ETF in Q3 2020 and has held it in 9 quarters since.
Avantax Advisory Services's VanEck High Yield Muni ETF position peaked at $842K in Q3 2020.
325 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.