Avior Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Avior Wealth Management’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	$297K	Sell	5,763 -541	-9%	-$27.6K	0.01%	663
2026 Q1	$316K	Buy	6,304 +17	+0.3%	+$866	0.01%	672
2025 Q4	$321K	Sell	6,287 -1,338	-18%	-$68.2K	0.01%	593
2025 Q3	$388K	Sell	7,625 -477	-6%	-$23.7K	0.01%	519
2025 Q2	$407K	Sell	8,102 -173	-2%	-$8.64K	0.01%	489
2025 Q1	$424K	Sell	8,275 -765	-8%	-$39.6K	0.02%	453
2024 Q4	$469K	Buy	9,040 +117	+1%	+$6.12K	0.02%	465
2024 Q3	$474K	Buy	8,923 +961	+12%	+$50.3K	0.02%	462
2024 Q2	$411K	Buy	7,962 +6,540	+460%	+$338K	0.02%	487
2024 Q1	$74.3K	Buy	+1,422	New	+$73.4K	﹤0.01%	1078
2020 Q1	–	Sell	-1,143	Closed	-$73K	–	830
2019 Q4	$73K	Sell	1,143 -16	-1%	-$1.03K	0.01%	447
2019 Q3	$74K	Hold	1,159	–	–	0.01%	434
2019 Q2	$74K	Hold	1,159	–	–	0.01%	428
2019 Q1	$72K	Buy	+1,159	New	+$71.4K	0.02%	413
2015 Q2	–	Hold	0	–	–	–	399
2015 Q1	–	Hold	0	–	–	–	371

Other funds holding HYD

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return