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

Capstone 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	$14.4M	Buy	+280,101	New	+$14.3M	0.03%	264
2026 Q1	–	Sell	-202,701	Closed	-$10.4M	–	1704
2025 Q4	$10.4M	Buy	202,701 +103,400	+104%	+$5.27M	0.02%	262
2025 Q3	$5.05M	Buy	+99,301	New	+$4.94M	0.01%	466
2024 Q4	–	Sell	-126,141	Closed	-$6.69M	–	1916
2024 Q3	$6.69M	Sell	126,141 -80,060	-39%	-$4.19M	0.02%	394
2024 Q2	$10.7M	Sell	206,201 -161,500	-44%	-$8.34M	0.03%	301
2024 Q1	$19.2M	Buy	367,701 +181,300	+97%	+$9.36M	0.07%	181
2023 Q4	$9.62M	Buy	+186,401	New	+$9.23M	0.03%	351
2023 Q2	–	Sell	-193,500	Closed	-$10M	–	1875
2023 Q1	$10M	Buy	+193,500	New	+$9.99M	0.05%	242
2021 Q3	–	Sell	-16,700	Closed	-$1.06M	–	2028
2021 Q2	$1.06M	Buy	+16,700	New	+$1.05M	﹤0.01%	1196
2021 Q1	–	Sell	-100,504	Closed	-$6.18M	–	1802
2020 Q4	$6.18M	Buy	+100,504	New	+$6.07M	0.02%	532

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

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

Capstone Investment Advisors opened a new position in VanEck High Yield Muni ETF (HYD) in Q2 2026: 280,101 shares worth $14.4M. The stake represents 0.03% of the portfolio and ranks #264 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in HYD as recently as Q4 2025.

Capstone Investment Advisors first reported a position in HYD in Q4 2020 and has held it in 10 quarters since. The position peaked at $19.2M in Q1 2024. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Capstone Investment Advisors held 280,101 shares of VanEck High Yield Muni ETF worth $14.4M as of Q2 2026.
VanEck High Yield Muni ETF was a new Capstone Investment Advisors position in Q2 2026.
VanEck High Yield Muni ETF made up 0.03% of Capstone Investment Advisors's portfolio in Q2 2026, its #264 holding.
Capstone Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2020 and has held it in 10 quarters since.
Capstone Investment Advisors's VanEck High Yield Muni ETF position peaked at $19.2M in Q1 2024.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.