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Berger Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Berger Financial Group’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
2025
Q2 		– Sell
-11,465
Closed -$587K – 425
2025
Q1 		$587K Buy
11,465
+6,675
+139% +$346K 0.04% 245
2024
Q4 		$249K Buy
+4,790
New +$251K 0.02% 358

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Berger Financial Group's HYD Position: Q2 2025 in Review

Berger Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 11,465 shares — an estimated $587K sold.

Berger Financial Group first reported a position in HYD in Q4 2024 and held it in 2 quarters. The position peaked at $587K in Q1 2025. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Berger Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Berger Financial Group sold 11,465 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $587K.
  • Berger Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2024 and held it in 2 quarters.
  • Berger Financial Group's VanEck High Yield Muni ETF position peaked at $587K in Q1 2025.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Berger Financial Group's 13F filing for Q2 2025, filed 22 Jul 2025.