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 Q2	$92.5K	Hold	1,796	–	–	0.01%	251
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 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

Center for Financial Planning's HYD Position: Q2 2026 in Review

Center for Financial Planning held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 1,796 shares worth $92.5K. The position accounts for 0.01% of the portfolio, ranked #251.

Center for Financial Planning first reported a position in HYD in Q1 2020 and has held it in 8 quarters since. The position peaked at $118K in Q1 2025. 374 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Center for Financial Planning held 1,796 shares of VanEck High Yield Muni ETF worth $92.5K as of Q2 2026.
Center for Financial Planning left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #251 holding.
Center for Financial Planning first reported a position in VanEck High Yield Muni ETF in Q1 2020 and has held it in 8 quarters since.
Center for Financial Planning's VanEck High Yield Muni ETF position peaked at $118K in Q1 2025.
374 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.