CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

CAPTRUST Financial 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 		$285K Sell
5,689
-484
-8% -$24.7K ﹤0.01% 2424
2025
Q4 		$316K Buy
6,173
+1,227
+25% +$62.6K ﹤0.01% 2212
2025
Q3 		$252K Buy
4,946
+5
+0.1% +$249 ﹤0.01% 2297
2025
Q2 		$248K Sell
4,941
-31,775
-87% -$1.59M ﹤0.01% 2159
2025
Q1 		$1.88M Sell
36,716
-693
-2% -$35.9K ﹤0.01% 937
2024
Q4 		$1.94M Buy
37,409
+467
+1% +$24.4K 0.01% 894
2024
Q3 		$1.96M Sell
36,942
-597
-2% -$31.3K 0.01% 860
2024
Q2 		$1.94M Sell
37,539
-138
-0.4% -$7.12K 0.01% 833
2024
Q1 		$1.97M Sell
37,677
-1,384
-4% -$71.4K 0.01% 806
2023
Q4 		$2.02M Buy
39,061
+19,908
+104% +$986K 0.01% 901
2023
Q3 		$940K Sell
19,153
-43,778
-70% -$2.22M ﹤0.01% 1242
2023
Q2 		$3.23M Sell
62,931
-1,754
-3% -$89.9K 0.01% 650
2023
Q1 		$3.35M Buy
64,685
+1,059
+2% +$54.7K 0.01% 582
2022
Q4 		$3.22M Sell
63,626
-10,956
-15% -$554K 0.02% 566
2022
Q3 		$3.72M Buy
74,582
+41,493
+125% +$2.21M 0.02% 482
2022
Q2 		$1.78M Buy
33,089
+9,434
+40% +$515K 0.01% 627
2022
Q1 		$1.36M Sell
23,655
-14,410
-38% -$862K 0.01% 723
2021
Q4 		$2.38M Sell
38,065
-13,537
-26% -$843K 0.02% 529
2021
Q3 		$3.22M Buy
51,602
+1,879
+4% +$119K 0.03% 412
2021
Q2 		$3.16M Buy
49,723
+2,611
+6% +$164K 0.03% 380
2021
Q1 		$2.93M Buy
47,112
+16,342
+53% +$1.01M 0.03% 371
2020
Q4 		$1.9M Buy
30,770
+597
+2% +$36K 0.03% 420
2020
Q3 		$1.81M Buy
30,173
+294
+1% +$17.6K 0.03% 363
2020
Q2 		$1.77M Buy
29,879
+15,687
+111% +$884K 0.03% 376
2020
Q1 		$724K Buy
+14,192
New +$874K 0.02% 491

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 $570B 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 $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors's HYD Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 7.8% in Q1 2026, selling an estimated $24.7K and leaving 5,689 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

CAPTRUST Financial Advisors first reported a position in HYD in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.72M in Q3 2022. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • CAPTRUST Financial Advisors held 5,689 shares of VanEck High Yield Muni ETF worth $285K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 484 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $24.7K.
  • VanEck High Yield Muni ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2424 holding.
  • CAPTRUST Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2020 and has held it in 25 quarters since.
  • CAPTRUST Financial Advisors's VanEck High Yield Muni ETF position peaked at $3.72M in Q3 2022.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.