AWE
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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
Q3 		$3M Sell
62,536
-5,207
-8% -$260K 0.08% 155
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

IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Avidian Wealth Enterprises's HYD Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its VanEck High Yield Muni ETF (HYD) stake by 7.7% in Q3 2026, selling an estimated $260K and leaving 62,536 shares worth $3M. The position accounts for 0.08% of the portfolio, ranked #155.

Avidian Wealth Enterprises first reported a position in HYD in Q4 2021 and has held it in 10 quarters since. The position peaked at $4.86M in Q4 2022. 22 funds tracked by Wall St. Rank hold HYD as of Q3 2026.

  • Avidian Wealth Enterprises held 62,536 shares of VanEck High Yield Muni ETF worth $3M as of Q3 2026.
  • Avidian Wealth Enterprises sold 5,207 VanEck High Yield Muni ETF shares in Q3 2026, an estimated $260K.
  • VanEck High Yield Muni ETF made up 0.08% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #155 holding.
  • Avidian Wealth Enterprises first reported a position in VanEck High Yield Muni ETF in Q4 2021 and has held it in 10 quarters since.
  • Avidian Wealth Enterprises's VanEck High Yield Muni ETF position peaked at $4.86M in Q4 2022.
  • 22 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.