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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Advisors Inc's HYD Position: Q3 2022 in Review

Capital Advisors Inc sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 5,550 shares — an estimated $299K sold.

Capital Advisors Inc first reported a position in HYD in Q2 2020 and held it in 9 quarters. The position peaked at $607K in Q4 2020. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

Capital Advisors Inc reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisors Inc sold 5,550 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $299K.
Capital Advisors Inc first reported a position in VanEck High Yield Muni ETF in Q2 2020 and held it in 9 quarters.
Capital Advisors Inc's VanEck High Yield Muni ETF position peaked at $607K in Q4 2020.
256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on Capital Advisors Inc's 13F filing for Q3 2022, filed 17 Oct 2022.