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

Axxcess 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
2023 Q4	–	Sell	-4,300	Closed	-$211K	–	882
2023 Q3	$211K	Buy	+4,300	New	+$218K	0.01%	718
2023 Q2	–	Sell	-4,300	Closed	-$222K	–	638
2023 Q1	$222K	Hold	4,300	–	–	0.02%	559
2022 Q4	$217K	Buy	+4,300	New	+$217K	0.02%	532

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Axxcess Wealth Management's HYD Position: Q4 2023 in Review

Axxcess Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2023, closing a stake of 4,300 shares — an estimated $211K sold.

Axxcess Wealth Management first reported a position in HYD in Q4 2022 and held it in 3 quarters. The position peaked at $222K in Q1 2023. 319 funds tracked by Wall St. Rank hold HYD as of Q4 2023.

Axxcess Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2023 after selling out during the quarter.
Axxcess Wealth Management sold 4,300 VanEck High Yield Muni ETF shares in Q4 2023, an estimated $211K.
Axxcess Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 3 quarters.
Axxcess Wealth Management's VanEck High Yield Muni ETF position peaked at $222K in Q1 2023.
319 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2023.

Based on Axxcess Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.