CFB
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Cullen/Frost Bankers’s VanEck High Yield Muni ETF HYD Stock Holding History

Cullen/Frost Bankers’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
-1,100
Closed -$56.8K – 1041
2023
Q4 		$56.8K Buy
+1,100
New +$54.5K ﹤0.01% 640
2020
Q2 		– Sell
-225
Closed -$12K – 1116
2020
Q1 		$12K Sell
225
-195
-46% -$12K ﹤0.01% 699
2019
Q4 		$27K Hold
420
– – ﹤0.01% 731
2019
Q3 		$27K Sell
420
-111
-21% -$7.12K ﹤0.01% 678
2019
Q2 		$34K Buy
+531
New +$33.5K ﹤0.01% 618

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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return