Brookwood Investment Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Brookwood Investment 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
2026 Q2	$448K	Sell	8,707 -889	-9%	-$45.4K	0.05%	327
2026 Q1	$481K	Buy	9,596 +824	+9%	+$42K	0.06%	292
2025 Q4	$448K	Buy	8,772 +95	+1%	+$4.84K	0.05%	314
2025 Q3	$442K	Buy	8,677 +1,031	+13%	+$51.3K	0.06%	288
2025 Q2	$384K	Sell	7,646 -616	-7%	-$30.7K	0.06%	288
2025 Q1	$423K	Buy	+8,262	New	+$428K	0.07%	247

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

Brookwood Investment Group's HYD Position: Q2 2026 in Review

Brookwood Investment Group reduced its VanEck High Yield Muni ETF (HYD) stake by 9.3% in Q2 2026, selling an estimated $45.4K and leaving 8,707 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #327.

Brookwood Investment Group first reported a position in HYD in Q1 2025 and has held it in 6 quarters since. The position peaked at $481K in Q1 2026. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Brookwood Investment Group held 8,707 shares of VanEck High Yield Muni ETF worth $448K as of Q2 2026.
Brookwood Investment Group sold 889 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $45.4K.
VanEck High Yield Muni ETF made up 0.05% of Brookwood Investment Group's portfolio in Q2 2026, its #327 holding.
Brookwood Investment Group first reported a position in VanEck High Yield Muni ETF in Q1 2025 and has held it in 6 quarters since.
Brookwood Investment Group's VanEck High Yield Muni ETF position peaked at $481K in Q1 2026.
374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.