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

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

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

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

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

CX Institutional's HYD Position: Q2 2026 in Review

CX Institutional reduced its VanEck High Yield Muni ETF (HYD) stake by 47% in Q2 2026, selling an estimated $27.8K and leaving 606 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

CX Institutional first reported a position in HYD in Q2 2022 and has held it in 14 quarters since. The position peaked at $10.3M in Q4 2024. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

CX Institutional held 606 shares of VanEck High Yield Muni ETF worth $31K as of Q2 2026.
CX Institutional sold 544 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $27.8K.
VanEck High Yield Muni ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1068 holding.
CX Institutional first reported a position in VanEck High Yield Muni ETF in Q2 2022 and has held it in 14 quarters since.
CX Institutional's VanEck High Yield Muni ETF position peaked at $10.3M in Q4 2024.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.