EWA
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EverSource Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

EverSource Wealth Advisors’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
Q1 		$3.63K Sell
72
-6,771
-99% -$345K ﹤0.01% 3411
2025
Q4 		$350K Sell
6,843
-1,330
-16% -$67.8K 0.01% 692
2025
Q3 		$416K Sell
8,173
-3,179
-28% -$158K 0.02% 574
2025
Q2 		$570K Sell
11,352
-15,219
-57% -$760K 0.03% 409
2025
Q1 		$1.36M Buy
26,571
+3,622
+16% +$188K 0.07% 201
2024
Q4 		$1.19M Sell
22,949
-2,203
-9% -$115K 0.07% 217
2024
Q3 		$1.33M Buy
25,152
+1,657
+7% +$86.8K 0.08% 181
2024
Q2 		$1.24M Buy
23,495
+251
+1% +$13K 0.08% 187
2024
Q1 		$1.19M Buy
23,244
+10,970
+89% +$566K 0.09% 162
2023
Q4 		$634K Sell
12,274
-210
-2% -$10.4K 0.06% 216
2023
Q3 		$613K Sell
12,484
-3,417
-21% -$173K 0.07% 206
2023
Q2 		$816K Sell
15,901
-7,327
-32% -$375K 0.09% 175
2023
Q1 		$1.2M Buy
+23,228
New +$1.2M 0.15% 124
2022
Q2 		– Sell
-1,000
Closed -$57K – 1786
2022
Q1 		$57K Hold
1,000
– – 0.01% 446
2021
Q4 		$62K Buy
+1,000
New +$62.2K 0.02% 385

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return