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

Connectus Wealth’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
2024 Q1	–	Sell	-65,570	Closed	-$3.4M	–	415
2023 Q4	$3.4M	Sell	65,570 -5,141	-7%	-$255K	0.07%	200
2023 Q3	$3.48M	Sell	70,711 -76,130	-52%	-$3.85M	0.08%	200
2023 Q2	$7.55M	Sell	146,841 -2,164	-1%	-$111K	0.17%	115
2023 Q1	$7.72M	Buy	149,005 +1,639	+1%	+$84.6K	0.19%	112
2022 Q4	$7.46M	Sell	147,366 -8,078	-5%	-$408K	0.18%	119
2022 Q3	$7.77M	Sell	155,444 -141,415	-48%	-$7.54M	0.16%	140
2022 Q2	$16M	Sell	296,859 -594,222	-67%	-$32.4M	0.37%	85
2022 Q1	$55.7M	Buy	+891,081	New	+$53.3M	1.76%	12

Other funds holding HYD

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

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Connectus Wealth's HYD Position: Q1 2024 in Review

Connectus Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 65,570 shares — an estimated $3.4M sold.

Connectus Wealth first reported a position in HYD in Q1 2022 and held it in 8 quarters. The position peaked at $55.7M in Q1 2022. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

Connectus Wealth reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 65,570 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $3.4M.
Connectus Wealth first reported a position in VanEck High Yield Muni ETF in Q1 2022 and held it in 8 quarters.
Connectus Wealth's VanEck High Yield Muni ETF position peaked at $55.7M in Q1 2022.
306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.