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 Q2	$1.14M	Buy	22,126 +1,140	+5%	+$58.3K	0.02%	276
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

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

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Baker Avenue Asset Management's HYD Position: Q2 2026 in Review

Baker Avenue Asset Management increased its VanEck High Yield Muni ETF (HYD) stake by 5.4% in Q2 2026, buying an estimated $58.3K and bringing the position to 22,126 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #276.

Baker Avenue Asset Management first reported a position in HYD in Q1 2023 and has held it in 14 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Baker Avenue Asset Management held 22,126 shares of VanEck High Yield Muni ETF worth $1.14M as of Q2 2026.
Baker Avenue Asset Management bought 1,140 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $58.3K.
VanEck High Yield Muni ETF made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #276 holding.
Baker Avenue Asset Management first reported a position in VanEck High Yield Muni ETF in Q1 2023 and has held it in 14 quarters since.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.