Brophy Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Brophy Wealth 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
2024 Q3	$863K	Buy	+16,254	New	+$851K	0.31%	83

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Brophy Wealth Management's HYD Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in VanEck High Yield Muni ETF (HYD) in Q3 2024: 16,254 shares worth $863K. The stake represents 0.31% of the portfolio and ranks #83 among its holdings.

328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

Brophy Wealth Management held 16,254 shares of VanEck High Yield Muni ETF worth $863K as of Q3 2024.
VanEck High Yield Muni ETF was a new Brophy Wealth Management position in Q3 2024.
VanEck High Yield Muni ETF made up 0.31% of Brophy Wealth Management's portfolio in Q3 2024, its #83 holding.
328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.