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

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

Avior Wealth Management's HYD Position: Q2 2026 in Review

Avior Wealth Management reduced its VanEck High Yield Muni ETF (HYD) stake by 8.6% in Q2 2026, selling an estimated $27.6K and leaving 5,763 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #663.

Avior Wealth Management first reported a position in HYD in Q1 2019 and has held it in 14 quarters since. The position peaked at $474K in Q3 2024. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Avior Wealth Management held 5,763 shares of VanEck High Yield Muni ETF worth $297K as of Q2 2026.
Avior Wealth Management sold 541 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $27.6K.
VanEck High Yield Muni ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #663 holding.
Avior Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2019 and has held it in 14 quarters since.
Avior Wealth Management's VanEck High Yield Muni ETF position peaked at $474K in Q3 2024.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.