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Baker Avenue Asset Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Baker Avenue Asset 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
Q1 		$1.05M Buy
20,986
+835
+4% +$42.6K 0.02% 277
2025
Q4 		$1.03M Buy
20,151
+1,006
+5% +$51.3K 0.02% 260
2025
Q3 		$974K Buy
19,145
+242
+1% +$12K 0.02% 260
2025
Q2 		$949K Sell
18,903
-67
-0.4% -$3.34K 0.03% 243
2025
Q1 		$971K Buy
18,970
+1,686
+10% +$87.3K 0.03% 237
2024
Q4 		$897K Buy
17,284
+1,282
+8% +$67.1K 0.03% 242
2024
Q3 		$849K Buy
16,002
+1,834
+13% +$96.1K 0.03% 244
2024
Q2 		$732K Sell
14,168
-85
-0.6% -$4.39K 0.02% 241
2024
Q1 		$745K Buy
14,253
+333
+2% +$17.2K 0.03% 233
2023
Q4 		$719K Sell
13,920
-3,952
-22% -$196K 0.03% 231
2023
Q3 		$877K Buy
17,872
+5,452
+44% +$276K 0.04% 211
2023
Q2 		$638K Buy
12,420
+6,115
+97% +$313K 0.03% 241
2023
Q1 		$326K Buy
+6,305
New +$326K 0.02% 301

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return