CLA (CliftonLarsonAllen) Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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	$2.66M	Sell	51,704 -11,378	-18%	-$581K	0.04%	135
2026 Q1	$3.16M	Sell	63,082 -41,363	-40%	-$2.11M	0.05%	116
2025 Q4	$5.34M	Buy	104,445 +17,072	+20%	+$870K	0.08%	86
2025 Q3	$4.45M	Buy	87,373 +48,767	+126%	+$2.43M	0.07%	93
2025 Q2	$1.94M	Buy	+38,606	New	+$1.93M	0.03%	132

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

CLA (CliftonLarsonAllen) Wealth Advisors's HYD Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 18% in Q2 2026, selling an estimated $581K and leaving 51,704 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #135.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in HYD in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.34M in Q4 2025. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 51,704 shares of VanEck High Yield Muni ETF worth $2.66M as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors sold 11,378 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $581K.
VanEck High Yield Muni ETF made up 0.04% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #135 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2025 and has held it in 5 quarters since.
CLA (CliftonLarsonAllen) Wealth Advisors's VanEck High Yield Muni ETF position peaked at $5.34M in Q4 2025.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.