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AXS Investments’s VanEck High Yield Muni ETF HYD Stock Holding History

AXS Investments’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
2024
Q2 		– Sell
-16,500
Closed -$862K – 258
2024
Q1 		$862K Buy
+16,500
New +$852K 0.21% 175
2023
Q3 		– Sell
-46,500
Closed -$2.39M – 424
2023
Q2 		$2.39M Buy
+46,500
New +$2.38M 0.64% 32

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

AXS Investments's HYD Position: Q2 2024 in Review

AXS Investments sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 16,500 shares — an estimated $862K sold.

AXS Investments first reported a position in HYD in Q2 2023 and held it in 2 quarters. The position peaked at $2.39M in Q2 2023. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • AXS Investments reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • AXS Investments sold 16,500 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $862K.
  • AXS Investments first reported a position in VanEck High Yield Muni ETF in Q2 2023 and held it in 2 quarters.
  • AXS Investments's VanEck High Yield Muni ETF position peaked at $2.39M in Q2 2023.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.