Center for Financial Planning’s VanEck High Yield Muni ETF HYD Stock Holding History

Center for Financial Planning’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	$90.1K	Hold	1,796	–	–	0.01%	244
2025 Q4	$91.8K	Hold	1,796	–	–	0.01%	240
2025 Q3	$91.4K	Hold	1,796	–	–	0.01%	236
2025 Q2	$90.2K	Sell	1,796 -500	-22%	-$25K	0.01%	229
2025 Q1	$118K	Buy	+2,296	New	+$119K	0.02%	190
2023 Q3	–	Sell	-27	Closed	-$1.39K	–	543
2023 Q2	$1.39K	Buy	+27	New	+$1.38K	﹤0.01%	509
2020 Q2	–	Sell	-17	Closed	-$1K	–	506
2020 Q1	$1K	Buy	+17	New	+$1.05K	﹤0.01%	532

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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