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

Capital Investment Advisors’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 		$302K Buy
6,029
+29
+0.5% +$1.48K ﹤0.01% 610
2025
Q4 		$307K Sell
6,000
-835
-12% -$42.6K ﹤0.01% 597
2025
Q3 		$348K Buy
6,835
+1,271
+23% +$63.2K 0.01% 550
2025
Q2 		$279K Hold
5,564
– – 0.01% 587
2025
Q1 		$285K Buy
5,564
+564
+11% +$29.2K 0.01% 564
2024
Q4 		$260K Buy
5,000
+500
+11% +$26.2K 0.01% 556
2024
Q3 		$239K Hold
4,500
– – ﹤0.01% 576
2024
Q2 		$232K Hold
4,500
– – 0.01% 551
2024
Q1 		$235K Buy
+4,500
New +$232K 0.01% 547
2023
Q4 		– Sell
-4,709
Closed -$231K – 636
2023
Q3 		$231K Buy
+4,709
New +$238K 0.01% 518
2016
Q4 		– Sell
-3,150
Closed -$203K – 456
2016
Q3 		$203K Hold
3,150
– – 0.02% 407
2016
Q2 		$204K Buy
+3,150
New +$200K 0.02% 389

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return