Aveo Capital Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Aveo Capital 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
2023 Q4	–	Sell	-177,509	Closed	-$8.71M	–	356
2023 Q3	$8.71M	Sell	177,509 -18,126	-9%	-$917K	1.15%	18
2023 Q2	$10M	Buy	195,635 +39,480	+25%	+$2.02M	1.27%	19
2023 Q1	$8.08M	Buy	156,155 +114,544	+275%	+$5.91M	1.08%	22
2022 Q4	$2.1M	Buy	+41,611	New	+$2.1M	0.32%	75
2022 Q3	–	Sell	-21,908	Closed	-$1.18M	–	285
2022 Q2	$1.18M	Buy	+21,908	New	+$1.2M	0.19%	100

Other funds holding HYD

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Aveo Capital Partners's HYD Position: Q4 2023 in Review

Aveo Capital Partners sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 177,509 shares — an estimated $8.71M sold.

Aveo Capital Partners first reported a position in HYD in Q2 2022 and held it in 5 quarters. The position peaked at $10M in Q2 2023. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

Aveo Capital Partners reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Aveo Capital Partners sold 177,509 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $8.71M.
Aveo Capital Partners first reported a position in VanEck High Yield Muni ETF in Q2 2022 and held it in 5 quarters.
Aveo Capital Partners's VanEck High Yield Muni ETF position peaked at $10M in Q2 2023.
319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Aveo Capital Partners's 13F filing for Q4 2023, filed 6 Feb 2024.