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

Cook 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
2023 Q1	–	Sell	-4,231	Closed	-$214K	–	50
2022 Q4	$214K	Sell	4,231 -17,022	-80%	-$860K	0.21%	35
2022 Q3	$1.04M	Buy	21,253 +2,732	+15%	+$146K	1.13%	8
2022 Q2	$1.01M	Sell	18,521 -104	-0.6%	-$5.68K	1.04%	7
2022 Q1	$1.02M	Sell	18,625 -9,263	-33%	-$554K	1.07%	6
2021 Q4	$1.69M	Buy	+27,888	New	+$1.74M	1.73%	3

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cook Wealth's HYD Position: Q1 2023 in Review

Cook Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 4,231 shares — an estimated $214K sold.

Cook Wealth first reported a position in HYD in Q4 2021 and held it in 5 quarters. The position peaked at $1.69M in Q4 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

Cook Wealth reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
Cook Wealth sold 4,231 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $214K.
Cook Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 5 quarters.
Cook Wealth's VanEck High Yield Muni ETF position peaked at $1.69M in Q4 2021.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on Cook Wealth's 13F filing for Q1 2023, filed 4 May 2023.