CX Institutional
HYD icon

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
Q3 		$16K Sell
339
-267
-44% -$13.4K ﹤0.01% 1272
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
AMG
APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

CX Institutional's HYD Position: Q3 2026 in Review

CX Institutional reduced its VanEck High Yield Muni ETF (HYD) stake by 44% in Q3 2026, selling an estimated $13.4K and leaving 339 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1272.

CX Institutional first reported a position in HYD in Q2 2022 and has held it in 15 quarters since. The position peaked at $10.3M in Q4 2024. 40 funds tracked by Wall St. Rank hold HYD as of Q3 2026.

  • CX Institutional held 339 shares of VanEck High Yield Muni ETF worth $16K as of Q3 2026.
  • CX Institutional sold 267 VanEck High Yield Muni ETF shares in Q3 2026, an estimated $13.4K.
  • VanEck High Yield Muni ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1272 holding.
  • CX Institutional first reported a position in VanEck High Yield Muni ETF in Q2 2022 and has held it in 15 quarters since.
  • CX Institutional's VanEck High Yield Muni ETF position peaked at $10.3M in Q4 2024.
  • 40 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.