Avantax Planning Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Avantax Planning Partners’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	$10.6M	Sell	206,107 -5,648	-3%	-$289K	0.26%	59
2026 Q1	$10.6M	Buy	211,755 +44,164	+26%	+$2.25M	0.29%	57
2025 Q4	$8.57M	Sell	167,591 -30,052	-15%	-$1.53M	0.24%	68
2025 Q3	$10.1M	Sell	197,643 -144,767	-42%	-$7.2M	0.29%	53
2025 Q2	$17.2M	Buy	342,410 +12,561	+4%	+$627K	0.55%	31
2025 Q1	$16.9M	Buy	329,849 +991	+0.3%	+$51.3K	0.6%	28
2024 Q4	$17.1M	Sell	328,858 -25,497	-7%	-$1.33M	0.62%	28
2024 Q3	$18.8M	Sell	354,355 -118,247	-25%	-$6.19M	0.67%	27
2024 Q2	$24.4M	Sell	472,602 -17,416	-4%	-$899K	0.78%	21
2024 Q1	$25.6M	Sell	490,018 -37,506	-7%	-$1.94M	0.83%	23
2023 Q4	$27.2M	Buy	527,524 +143,237	+37%	+$7.1M	1.04%	21
2023 Q3	$18.9M	Sell	384,287 -928	-0.2%	-$47K	0.79%	23
2023 Q2	$19.8M	Sell	385,215 -25,331	-6%	-$1.3M	0.79%	24
2023 Q1	$21.2M	Sell	410,546 -6,951	-2%	-$359K	0.86%	22
2022 Q4	$21.1M	Buy	417,497 +1,044	+0.3%	+$52.8K	0.84%	20
2022 Q3	$20.8M	Buy	416,453 +17,454	+4%	+$931K	0.94%	21
2022 Q2	$21.5M	Buy	398,999 +356,292	+834%	+$19.4M	0.92%	17
2022 Q1	$2.45M	Buy	42,707 +29,411	+221%	+$1.76M	0.1%	91
2021 Q4	$830K	Buy	13,296 +29	+0.2%	+$1.8K	0.03%	174
2021 Q3	$829K	Buy	13,267 +2,500	+23%	+$159K	0.04%	154
2021 Q2	$685K	Sell	10,767 -3	-0%	-$188	0.03%	168
2021 Q1	$669K	Hold	10,770	–	–	0.03%	164
2020 Q4	$663K	Hold	10,770	–	–	0.03%	157
2020 Q3	$644K	Hold	10,770	–	–	0.03%	161
2020 Q2	$638K	Buy	+10,770	New	+$607K	0.04%	152

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

Avantax Planning Partners's HYD Position: Q2 2026 in Review

Avantax Planning Partners reduced its VanEck High Yield Muni ETF (HYD) stake by 2.7% in Q2 2026, selling an estimated $289K and leaving 206,107 shares worth $10.6M. The position accounts for 0.26% of the portfolio, ranked #59.

Avantax Planning Partners first reported a position in HYD in Q2 2020 and has held it in 25 quarters since. The position peaked at $27.2M in Q4 2023. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Avantax Planning Partners held 206,107 shares of VanEck High Yield Muni ETF worth $10.6M as of Q2 2026.
Avantax Planning Partners sold 5,648 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $289K.
VanEck High Yield Muni ETF made up 0.26% of Avantax Planning Partners's portfolio in Q2 2026, its #59 holding.
Avantax Planning Partners first reported a position in VanEck High Yield Muni ETF in Q2 2020 and has held it in 25 quarters since.
Avantax Planning Partners's VanEck High Yield Muni ETF position peaked at $27.2M in Q4 2023.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.