Envestnet Portfolio Solutions’s VanEck High Yield Muni ETF HYD Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-25,997	Closed	-$1.35M	–	1663
2024 Q4	$1.35M	Sell	25,997 -12,575	-33%	-$658K	﹤0.01%	804
2024 Q3	$2.05M	Sell	38,572 -14,538	-27%	-$761K	0.01%	654
2024 Q2	$2.74M	Buy	53,110 +16,055	+43%	+$829K	0.01%	548
2024 Q1	$1.94M	Buy	37,055 +11,376	+44%	+$587K	0.01%	644
2023 Q4	$1.33M	Sell	25,679 -2,553	-9%	-$126K	0.01%	706
2023 Q3	$1.39M	Buy	+28,232	New	+$1.43M	0.01%	659

Other funds holding HYD

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's HYD Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of VanEck High Yield Muni ETF (HYD) in Q1 2025, closing a stake of 25,997 shares — an estimated $1.35M sold.

Envestnet Portfolio Solutions first reported a position in HYD in Q3 2023 and held it in 6 quarters. The position peaked at $2.74M in Q2 2024. 345 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining VanEck High Yield Muni ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 25,997 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $1.35M.
Envestnet Portfolio Solutions first reported a position in VanEck High Yield Muni ETF in Q3 2023 and held it in 6 quarters.
Envestnet Portfolio Solutions's VanEck High Yield Muni ETF position peaked at $2.74M in Q2 2024.
345 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.