Cape Investment Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

Cape Investment Advisory’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 Q1	–	Sell	-23	Closed	-$1.19K	–	1037
2023 Q4	$1.19K	Hold	23	–	–	﹤0.01%	992
2023 Q3	$1.13K	Hold	23	–	–	﹤0.01%	834
2023 Q2	$1.18K	Hold	23	–	–	﹤0.01%	819
2023 Q1	$1.19K	Buy	+23	New	+$1.19K	﹤0.01%	865

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cape Investment Advisory's HYD Position: Q1 2024 in Review

Cape Investment Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 23 shares — an estimated $1.19K sold.

Cape Investment Advisory first reported a position in HYD in Q1 2023 and held it in 4 quarters. The position peaked at $1.19K in Q1 2023. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

Cape Investment Advisory reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Cape Investment Advisory sold 23 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $1.19K.
Cape Investment Advisory first reported a position in VanEck High Yield Muni ETF in Q1 2023 and held it in 4 quarters.
Cape Investment Advisory's VanEck High Yield Muni ETF position peaked at $1.19K in Q1 2023.
306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.