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 $1.55T 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

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

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

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

DADC

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

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

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

Belpointe Asset Management's HYD Position: Q2 2023 in Review

Belpointe Asset Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2023, closing a stake of 8,111 shares — an estimated $420K sold.

Belpointe Asset Management first reported a position in HYD in Q4 2017 and held it in 19 quarters. The position peaked at $434K in Q4 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q2 2023.

Belpointe Asset Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 8,111 VanEck High Yield Muni ETF shares in Q2 2023, an estimated $420K.
Belpointe Asset Management first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 19 quarters.
Belpointe Asset Management's VanEck High Yield Muni ETF position peaked at $434K in Q4 2021.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.