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Belpointe Asset Management’s
VanEck High Yield Muni ETF
HYD
Stock Holding History
Belpointe 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
2023
Q2
–
Sell
-8,111
Closed
-$420K
–
1807
2023
Q1
$420K
Buy
8,111
+1,460
+22%
+$75.4K
0.02%
618
2022
Q4
$336K
Sell
6,651
-930
-12%
-$47K
0.02%
685
2022
Q3
$379K
Buy
7,581
+205
+3%
+$10.9K
0.03%
607
2022
Q2
$397K
Buy
7,376
+10
+0.1%
+$546
0.03%
579
2022
Q1
$423K
Buy
7,366
+416
+6%
+$24.9K
0.03%
596
2021
Q4
$434K
Buy
6,950
+2,737
+65%
+$170K
0.03%
568
2021
Q3
$263K
Buy
4,213
+549
+15%
+$34.8K
0.02%
747
2021
Q2
$233K
Buy
3,664
+1,051
+40%
+$66K
0.02%
778
2021
Q1
$162K
Sell
2,613
-158
-6%
-$9.81K
0.01%
819
2020
Q4
$170K
Buy
2,771
+125
+5%
+$7.55K
0.02%
754
2020
Q3
$158K
Sell
2,646
-86
-3%
-$5.15K
0.02%
621
2020
Q2
$162K
Buy
2,732
+66
+2%
+$3.72K
0.02%
588
2020
Q1
$139K
Sell
2,666
-572
-18%
-$35.2K
0.02%
521
2019
Q4
$207K
Buy
3,238
+79
+3%
+$5.07K
0.03%
526
2019
Q3
$204K
Buy
3,159
+122
+4%
+$7.83K
0.03%
468
2019
Q2
$194K
Buy
+3,037
New
+$192K
0.04%
420
2019
Q1
–
Sell
-3,374
Closed
-$206K
–
481
2018
Q4
$206K
Sell
3,374
-785
-19%
-$47.8K
0.05%
341
2018
Q3
$259K
Buy
+4,159
New
+$261K
0.04%
390
2018
Q1
–
Sell
-3,875
Closed
-$242K
–
403
2017
Q4
$242K
Buy
+3,875
New
+$242K
0.05%
384
Other funds holding HYD
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SEI Investments
Oaks, Pennsylvania
$108B AUM
26.14%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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