Compass Financial Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Compass Financial 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	$356K	Buy	+7,078	New	+$362K	0.04%	323

Other funds holding HYD

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Compass Financial Management's HYD Position: Q2 2026 in Review

Compass Financial Management opened a new position in VanEck High Yield Muni ETF (HYD) in Q2 2026: 7,078 shares worth $356K. The stake represents 0.04% of the portfolio and ranks #323 among its holdings.

353 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Compass Financial Management held 7,078 shares of VanEck High Yield Muni ETF worth $356K as of Q2 2026.
VanEck High Yield Muni ETF was a new Compass Financial Management position in Q2 2026.
VanEck High Yield Muni ETF made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #323 holding.
353 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.