Ellis Investment Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Ellis Investment Partners’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
2022 Q4	–	Sell	-24	Closed	-$1K	–	430
2022 Q3	$1K	Hold	24	–	–	﹤0.01%	756
2022 Q2	$1K	Hold	24	–	–	﹤0.01%	757
2022 Q1	$1K	Buy	24 +1	+4%	+$60	﹤0.01%	780
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	774
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	758
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	754
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	743
2020 Q4	$1K	Buy	23 +1	+5%	+$60	﹤0.01%	715
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	695
2020 Q2	$1K	Hold	22	–	–	﹤0.01%	681
2020 Q1	$1K	Hold	22	–	–	﹤0.01%	678
2019 Q4	$1K	Buy	22 +1	+5%	+$64	﹤0.01%	663
2019 Q3	$1K	Hold	21	–	–	﹤0.01%	679
2019 Q2	$1K	Buy	+21	New	+$1.32K	﹤0.01%	638

Other funds holding HYD

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return