B. Riley Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

B. Riley Wealth Advisors’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
2025 Q2	–	Sell	-9,798	Closed	-$501K	–	1201
2025 Q1	$501K	Buy	9,798 +867	+10%	+$44.9K	0.01%	761
2024 Q4	$464K	Buy	8,931 +2,395	+37%	+$125K	0.02%	720
2024 Q3	$347K	Buy	+6,536	New	+$342K	0.01%	886
2022 Q4	–	Sell	-5,611	Closed	-$281K	–	1539
2022 Q3	$281K	Buy	+5,611	New	+$299K	0.01%	1042
2022 Q1	–	Sell	-5,055	Closed	-$316K	–	1447
2021 Q4	$316K	Buy	5,055 +1,680	+50%	+$105K	0.01%	1039
2021 Q3	$211K	Hold	3,375	–	–	0.01%	1216
2021 Q2	$215K	Hold	3,375	–	–	0.01%	1185
2021 Q1	$210K	Sell	3,375 -677	-17%	-$42K	0.01%	1170
2020 Q4	$250K	Buy	4,052 +703	+21%	+$42.5K	0.01%	848
2020 Q3	$201K	Buy	+3,349	New	+$201K	0.01%	841
2018 Q3	–	Sell	-3,504	Closed	-$221K	–	729
2018 Q2	$221K	Sell	3,504 -1,455	-29%	-$90.8K	0.03%	579
2018 Q1	$308K	Buy	+4,959	New	+$307K	0.04%	447
2014 Q3	–	Sell	-75	Closed	-$4.52K	–	1205
2014 Q2	$4.52K	Buy	+75	New	+$4.51K	﹤0.01%	2071

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

B. Riley Wealth Advisors's HYD Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 9,798 shares — an estimated $501K sold.

B. Riley Wealth Advisors first reported a position in HYD in Q2 2014 and held it in 13 quarters. The position peaked at $501K in Q1 2025. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

B. Riley Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 9,798 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $501K.
B. Riley Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2014 and held it in 13 quarters.
B. Riley Wealth Advisors's VanEck High Yield Muni ETF position peaked at $501K in Q1 2025.
326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.