CIAS
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Capital Investment Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Capital Investment Advisory Services’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 		$75.9K Buy
1,514
+182
+14% +$9.28K 0.01% 777
2025
Q4 		$68.1K Buy
1,332
+1
+0.1% +$51 ﹤0.01% 769
2025
Q3 		$67.7K Buy
1,331
+16
+1% +$796 0.01% 725
2025
Q2 		$66K Hold
1,315
– – 0.01% 708
2025
Q1 		$67.3K Buy
1,315
+785
+148% +$40.7K 0.01% 667
2024
Q4 		$27.5K Hold
530
– – ﹤0.01% 727
2024
Q3 		$28.1K Buy
530
+30
+6% +$1.57K ﹤0.01% 763
2024
Q2 		$25.8K Hold
500
– – ﹤0.01% 745
2024
Q1 		$26.1K Buy
+500
New +$25.8K ﹤0.01% 734
2021
Q2 		– Sell
-149
Closed -$9K – 792
2021
Q1 		$9K Sell
149
-8
-5% -$497 ﹤0.01% 661
2020
Q4 		$10K Buy
+157
New +$9.48K ﹤0.01% 620
2020
Q3 		– Sell
-1,000
Closed -$59K – 643
2020
Q2 		$59K Hold
1,000
– – 0.01% 400
2020
Q1 		$52K Buy
+1,000
New +$61.6K 0.01% 379

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