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EPG Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

EPG Wealth Management’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
2020
Q2 		– Sell
-116
Closed -$6K – 411
2020
Q1 		$6K Buy
+116
New +$7.14K ﹤0.01% 561

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

EPG Wealth Management's HYD Position: Q2 2020 in Review

EPG Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2020, closing a stake of 116 shares — an estimated $6K sold.

EPG Wealth Management first reported a position in HYD in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 251 funds tracked by Wall St. Rank hold HYD as of Q2 2020.

  • EPG Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 116 VanEck High Yield Muni ETF shares in Q2 2020, an estimated $6K.
  • EPG Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2020 and held it in 1 quarter.
  • EPG Wealth Management's VanEck High Yield Muni ETF position peaked at $6K in Q1 2020.
  • 251 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.