Collaborative Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Collaborative Wealth Management’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	–	Sell	-7,073	Closed	-$355K	–	177
2026 Q1	$355K	Sell	7,073 -280	-4%	-$14.3K	0.16%	103
2025 Q4	$376K	Buy	7,353 +1,353	+23%	+$69K	0.13%	143
2025 Q3	$305K	Buy	+6,000	New	+$299K	0.12%	144
2025 Q2	–	Sell	-4,469	Closed	-$229K	–	184
2025 Q1	$229K	Sell	4,469 -225	-5%	-$11.7K	0.11%	151
2024 Q4	$244K	Sell	4,694 -2,587	-36%	-$135K	0.11%	151
2024 Q3	$386K	Buy	7,281 +1,347	+23%	+$70.6K	0.17%	110
2024 Q2	$307K	Buy	5,934 +32	+0.5%	+$1.65K	0.15%	120
2024 Q1	$308K	Sell	5,902 -260	-4%	-$13.4K	0.15%	119
2023 Q4	$318K	Sell	6,162 -2,195	-26%	-$109K	0.17%	114
2023 Q3	$410K	Sell	8,357 -6,341	-43%	-$321K	0.24%	93
2023 Q2	$755K	Buy	14,698 +368	+3%	+$18.9K	0.45%	58
2023 Q1	$741K	Buy	14,330 +20	+0.1%	+$1.03K	0.47%	60
2022 Q4	$723K	Buy	14,310 +546	+4%	+$27.6K	0.48%	64
2022 Q3	$687K	Buy	13,764 +24	+0.2%	+$1.28K	0.49%	63
2022 Q2	$740K	Buy	+13,740	New	+$750K	0.49%	65
2021 Q4	$823K	Buy	+13,188	New	+$821K	0.45%	71
2021 Q1	$783K	Buy	+13,638	New	+$847K	0.45%	72

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

Collaborative Wealth Management's HYD Position: Q2 2026 in Review

Collaborative Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2026, closing a stake of 7,073 shares — an estimated $355K sold.

Collaborative Wealth Management first reported a position in HYD in Q1 2021 and held it in 17 quarters. The position peaked at $823K in Q4 2021. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Collaborative Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
Collaborative Wealth Management sold 7,073 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $355K.
Collaborative Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 17 quarters.
Collaborative Wealth Management's VanEck High Yield Muni ETF position peaked at $823K in Q4 2021.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.