Avidian Wealth Enterprises’s VanEck High Yield Muni ETF HYD Stock Holding History

Avidian Wealth Enterprises’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	$3.49M	Sell	67,743 -392	-0.6%	-$20K	0.1%	137
2026 Q1	$3.42M	Buy	68,135 +4,062	+6%	+$207K	0.11%	131
2025 Q4	$3.28M	Buy	64,073 +856	+1%	+$43.6K	0.12%	101
2025 Q3	$3.22M	Buy	+63,217	New	+$3.15M	0.12%	102
2024 Q1	–	Sell	-26,742	Closed	-$1.38M	–	449
2023 Q4	$1.38M	Buy	+26,742	New	+$1.32M	0.08%	133
2023 Q1	–	Sell	-96,083	Closed	-$4.86M	–	485
2022 Q4	$4.86M	Buy	+96,083	New	+$4.86M	0.32%	69
2022 Q3	–	Sell	-76,775	Closed	-$4.13M	–	440
2022 Q2	$4.13M	Buy	76,775 +65,191	+563%	+$3.56M	0.29%	68
2022 Q1	$665K	Sell	11,584 -965	-8%	-$57.7K	0.04%	251
2021 Q4	$783K	Buy	+12,549	New	+$781K	0.05%	225

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

Avidian Wealth Enterprises's HYD Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its VanEck High Yield Muni ETF (HYD) stake by 0.58% in Q2 2026, selling an estimated $20K and leaving 67,743 shares worth $3.49M. The position accounts for 0.1% of the portfolio, ranked #137.

Avidian Wealth Enterprises first reported a position in HYD in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.86M in Q4 2022. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Avidian Wealth Enterprises held 67,743 shares of VanEck High Yield Muni ETF worth $3.49M as of Q2 2026.
Avidian Wealth Enterprises sold 392 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $20K.
VanEck High Yield Muni ETF made up 0.1% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #137 holding.
Avidian Wealth Enterprises first reported a position in VanEck High Yield Muni ETF in Q4 2021 and has held it in 9 quarters since.
Avidian Wealth Enterprises's VanEck High Yield Muni ETF position peaked at $4.86M in Q4 2022.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.