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

Avitas 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
2022 Q1	–	Sell	-101,689	Closed	-$6.35M	–	201
2021 Q4	$6.35M	Sell	101,689 -1,807	-2%	-$112K	1.06%	27
2021 Q3	$6.47M	Sell	103,496 -492	-0.5%	-$31.2K	1.18%	15
2021 Q2	$6.62M	Buy	103,988 +556	+0.5%	+$34.9K	1.18%	18
2021 Q1	$6.43M	Buy	+103,432	New	+$6.42M	1.26%	14

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Avitas Wealth Management's HYD Position: Q1 2022 in Review

Avitas Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 101,689 shares — an estimated $6.35M sold.

Avitas Wealth Management first reported a position in HYD in Q1 2021 and held it in 4 quarters. The position peaked at $6.62M in Q2 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

Avitas Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
Avitas Wealth Management sold 101,689 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $6.35M.
Avitas Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 4 quarters.
Avitas Wealth Management's VanEck High Yield Muni ETF position peaked at $6.62M in Q2 2021.
294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.