Coppell Advisory Solutions’s VanEck High Yield Muni ETF HYD Stock Holding History

Coppell Advisory Solutions’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	-180	Closed	-$9.32K	–	1017
2024 Q4	$9.32K	Buy	180 +80	+80%	+$4.18K	﹤0.01%	1137
2024 Q3	$5.3K	Buy	100 +23	+30%	+$1.21K	﹤0.01%	1244
2024 Q2	$3.98K	Buy	+77	New	+$3.97K	﹤0.01%	1248
2023 Q4	$3.98K	Buy	77 +37	+93%	+$1.83K	﹤0.01%	1156
2023 Q3	$2.02K	Sell	40 -103	-72%	-$5.21K	﹤0.01%	854
2023 Q2	$7.33K	Buy	+143	New	+$7.33K	﹤0.01%	763
2023 Q1	–	Sell	-40	Closed	-$2.02K	–	609
2022 Q4	$2.02K	Buy	+40	New	+$2.02K	﹤0.01%	856

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return