CAPTRUST Financial Advisors
HTAX

CAPTRUST Financial Advisors’s Nomura National High-Yield Municipal Bond ETF HTAX Stock Holding History

CAPTRUST Financial Advisors’s Portfolio HTAX Stock Details HTAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Buy
+43,582
New +$1.07M ﹤0.01% 1703

Other funds holding HTAX

NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
HG
Harbor Group Bedford, New Hampshire $851M AUM 15.46% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
IWS
Intentional Wealth Strategies Colorado Springs, Colorado $107M AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors's HTAX Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in Nomura National High-Yield Municipal Bond ETF (HTAX) in Q2 2026: 43,582 shares worth $1.09M. The stake represents ﹤0.01% of the portfolio and ranks #1703 among its holdings.

11 funds tracked by Wall St. Rank hold HTAX as of Q2 2026.

  • CAPTRUST Financial Advisors held 43,582 shares of Nomura National High-Yield Municipal Bond ETF worth $1.09M as of Q2 2026.
  • Nomura National High-Yield Municipal Bond ETF was a new CAPTRUST Financial Advisors position in Q2 2026.
  • Nomura National High-Yield Municipal Bond ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1703 holding.
  • 11 funds tracked by Wall St. Rank held Nomura National High-Yield Municipal Bond ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.