BDO Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

BDO 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
2022 Q3	–	Sell	-94	Closed	-$5K	–	1075
2022 Q2	$5K	Hold	94	–	–	﹤0.01%	780
2022 Q1	$5K	Hold	94	–	–	﹤0.01%	821
2021 Q4	$6K	Hold	94	–	–	﹤0.01%	799
2021 Q3	$6K	Hold	94	–	–	﹤0.01%	800
2021 Q2	$6K	Hold	94	–	–	﹤0.01%	836
2021 Q1	$6K	Buy	+94	New	+$5.84K	﹤0.01%	817

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BDO Wealth Advisors's HYD Position: Q3 2022 in Review

BDO Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 94 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in HYD in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q4 2021. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

BDO Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
BDO Wealth Advisors sold 94 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $5K.
BDO Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 6 quarters.
BDO Wealth Advisors's VanEck High Yield Muni ETF position peaked at $6K in Q4 2021.
256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on BDO Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.