CAI
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Capital Advisors Inc’s VanEck High Yield Muni ETF HYD Stock Holding History

Capital Advisors Inc’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
2022
Q3 		– Sell
-5,550
Closed -$299K – 244
2022
Q2 		$299K Sell
5,550
-2,828
-34% -$154K 0.01% 204
2022
Q1 		$481K Buy
8,378
+41
+0.5% +$2.45K 0.01% 171
2021
Q4 		$520K Buy
8,337
+63
+0.8% +$3.92K 0.01% 169
2021
Q3 		$517K Hold
8,274
– – 0.02% 164
2021
Q2 		$526K Hold
8,274
– – 0.02% 162
2021
Q1 		$514K Sell
8,274
-1,590
-16% -$98.8K 0.02% 155
2020
Q4 		$607K Buy
9,864
+900
+10% +$54.3K 0.02% 128
2020
Q3 		$536K Hold
8,964
– – 0.02% 126
2020
Q2 		$542K Buy
+8,964
New +$505K 0.02% 120

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DADC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return