Collective Family Office’s VanEck High Yield Muni ETF HYD Stock Holding History

Collective Family Office’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
2022 Q4	–	Sell	-5,600	Closed	-$280K	–	176
2022 Q3	$280K	Hold	5,600	–	–	0.14%	137
2022 Q2	$302K	Buy	+5,600	New	+$306K	0.13%	147

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Collective Family Office's HYD Position: Q4 2022 in Review

Collective Family Office sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 5,600 shares — an estimated $280K sold.

Collective Family Office first reported a position in HYD in Q2 2022 and held it in 2 quarters. The position peaked at $302K in Q2 2022. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

Collective Family Office reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Collective Family Office sold 5,600 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $280K.
Collective Family Office first reported a position in VanEck High Yield Muni ETF in Q2 2022 and held it in 2 quarters.
Collective Family Office's VanEck High Yield Muni ETF position peaked at $302K in Q2 2022.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Collective Family Office's 13F filing for Q4 2022, filed 11 Jan 2023.