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Colton Groome Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Colton Groome Financial 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
2025
Q1 		– Sell
-6,075
Closed -$315K – 128
2024
Q4 		$315K Sell
6,075
-750
-11% -$39.2K 0.12% 93
2024
Q3 		$362K Buy
+6,825
New +$357K 0.14% 95

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Colton Groome Financial Advisors's HYD Position: Q1 2025 in Review

Colton Groome Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 6,075 shares — an estimated $315K sold.

Colton Groome Financial Advisors first reported a position in HYD in Q3 2024 and held it in 2 quarters. The position peaked at $362K in Q3 2024. 345 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Colton Groome Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 6,075 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $315K.
  • Colton Groome Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2024 and held it in 2 quarters.
  • Colton Groome Financial Advisors's VanEck High Yield Muni ETF position peaked at $362K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Colton Groome Financial Advisors's 13F filing for Q1 2025, filed 15 May 2025.