CWS
HYD icon

Confluence Wealth Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-100
Closed -$6K – 646
2021
Q4 		$6K Buy
+100
New +$6.22K ﹤0.01% 1019

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Confluence Wealth Services's HYD Position: Q1 2022 in Review

Confluence Wealth Services sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 100 shares — an estimated $6K sold.

Confluence Wealth Services first reported a position in HYD in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

  • Confluence Wealth Services reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 100 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $6K.
  • Confluence Wealth Services first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's VanEck High Yield Muni ETF position peaked at $6K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.