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 Q2	$311K	Hold	6,029	–	–	﹤0.01%	633
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

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

Capital Investment Advisors's HYD Position: Q2 2026 in Review

Capital Investment Advisors held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 6,029 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

Capital Investment Advisors first reported a position in HYD in Q2 2016 and has held it in 13 quarters since. The position peaked at $348K in Q3 2025. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Capital Investment Advisors held 6,029 shares of VanEck High Yield Muni ETF worth $311K as of Q2 2026.
Capital Investment Advisors left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #633 holding.
Capital Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2016 and has held it in 13 quarters since.
Capital Investment Advisors's VanEck High Yield Muni ETF position peaked at $348K in Q3 2025.
374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.