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

Capital Advisors 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
2026
Q1 		– Sell
-5,503
Closed -$281K – 225
2025
Q4 		$281K Sell
5,503
-245
-4% -$12.5K 0.04% 181
2025
Q3 		$293K Sell
5,748
-2,158
-27% -$107K 0.04% 173
2025
Q2 		$397K Sell
7,906
-1,011
-11% -$50.5K 0.06% 133
2025
Q1 		$456K Sell
8,917
-17,225
-66% -$892K 0.08% 109
2024
Q4 		$1.36M Sell
26,142
-10,877
-29% -$569K 0.24% 57
2024
Q3 		$1.96M Sell
37,019
-4,371
-11% -$229K 0.36% 45
2024
Q2 		$2.14M Sell
41,390
-2,558
-6% -$132K 0.42% 44
2024
Q1 		$2.3M Sell
43,948
-4,301
-9% -$222K 0.48% 39
2023
Q4 		$2.49M Sell
48,249
-4,112
-8% -$204K 0.57% 35
2023
Q3 		$2.57M Sell
52,361
-2,385
-4% -$121K 0.67% 34
2023
Q2 		$2.81M Sell
54,746
-5,564
-9% -$285K 0.72% 33
2023
Q1 		$3.12M Sell
60,310
-6,499
-10% -$336K 0.86% 31
2022
Q4 		$3.38M Sell
66,809
-455
-0.7% -$23K 1.02% 23
2022
Q3 		$3.36M Sell
67,264
-3,029
-4% -$162K 1.11% 25
2022
Q2 		$3.79M Sell
70,293
-5,480
-7% -$299K 1.23% 24
2022
Q1 		$4.35M Sell
75,773
-4,770
-6% -$285K 1.33% 25
2021
Q4 		$5.03M Buy
80,543
+13,548
+20% +$843K 1.53% 23
2021
Q3 		$4.19M Buy
66,995
+9,755
+17% +$619K 1.48% 23
2021
Q2 		$3.64M Buy
57,240
+7,406
+15% +$465K 1.35% 25
2021
Q1 		$3.1M Buy
+49,834
New +$3.1M 1.34% 24

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Capital Advisors Wealth Management's HYD Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 5,503 shares — an estimated $281K sold.

Capital Advisors Wealth Management first reported a position in HYD in Q1 2021 and held it in 20 quarters. The position peaked at $5.03M in Q4 2021. 346 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Capital Advisors Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 5,503 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $281K.
  • Capital Advisors Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 20 quarters.
  • Capital Advisors Wealth Management's VanEck High Yield Muni ETF position peaked at $5.03M in Q4 2021.
  • 346 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.