CX Institutional’s VanEck High Yield Muni ETF HYD Stock Holding History

CX Institutional’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
2026 Q2	$31K	Sell	606 -544	-47%	-$27.8K	﹤0.01%	1068
2026 Q1	$58K	Sell	1,150 -556	-33%	-$28.3K	﹤0.01%	950
2025 Q4	$87K	Sell	1,706 -18	-1%	-$918	﹤0.01%	877
2025 Q3	$88K	Sell	1,724 -1,881	-52%	-$93.6K	﹤0.01%	844
2025 Q2	$181K	Sell	3,605 -1,431	-28%	-$71.4K	0.01%	659
2025 Q1	$258K	Sell	5,036 -193,630	-97%	-$10M	0.01%	516
2024 Q4	$10.3M	Buy	198,666 +36,127	+22%	+$1.89M	0.41%	55
2024 Q3	$8.63M	Buy	162,539 +3,204	+2%	+$168K	0.38%	71
2024 Q2	$8.23M	Sell	159,335 -4,491	-3%	-$232K	0.39%	66
2024 Q1	$8.56M	Buy	163,826 +23,182	+16%	+$1.2M	0.41%	63
2023 Q4	$7.26M	Buy	+140,644	New	+$6.97M	0.39%	73
2023 Q1	–	Sell	-4,193	Closed	-$212K	–	525
2022 Q4	$212K	Sell	4,193 -14,280	-77%	-$722K	0.01%	487
2022 Q3	$922K	Buy	18,473 +15,628	+549%	+$833K	0.06%	270
2022 Q2	$153K	Buy	+2,845	New	+$155K	0.01%	483

Other funds holding HYD

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return