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Cynosure Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Cynosure Group’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
Q2 		– Sell
-6,230
Closed -$326K – 337
2024
Q1 		$326K Buy
6,230
+66
+1% +$3.41K 0.06% 220
2023
Q4 		$318K Sell
6,164
-2,020
-25% -$100K 0.06% 132
2023
Q3 		$402K Buy
+8,184
New +$414K 0.12% 117

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Cynosure Group's HYD Position: Q2 2024 in Review

Cynosure Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 6,230 shares — an estimated $326K sold.

Cynosure Group first reported a position in HYD in Q3 2023 and held it in 3 quarters. The position peaked at $402K in Q3 2023. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Cynosure Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Cynosure Group sold 6,230 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $326K.
  • Cynosure Group first reported a position in VanEck High Yield Muni ETF in Q3 2023 and held it in 3 quarters.
  • Cynosure Group's VanEck High Yield Muni ETF position peaked at $402K in Q3 2023.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Cynosure Group's 13F filing for Q2 2024, filed 13 Aug 2024.