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

Evolution 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 Q2	–	Sell	-4,985	Closed	-$250K	–	189
2026 Q1	$250K	Hold	4,985	–	–	0.03%	153
2025 Q4	$255K	Hold	4,985	–	–	0.03%	145
2025 Q3	$254K	Hold	4,985	–	–	0.03%	147
2025 Q2	$250K	Hold	4,985	–	–	0.04%	145
2025 Q1	$255K	Sell	4,985 -555	-10%	-$28.7K	0.04%	126
2024 Q4	$288K	Sell	5,540 -200	-3%	-$10.5K	0.05%	114
2024 Q3	$305K	Hold	5,740	–	–	0.05%	104
2024 Q2	$296K	Hold	5,740	–	–	0.06%	104
2024 Q1	$300K	Hold	5,740	–	–	0.06%	103
2023 Q4	$296K	Sell	5,740 -4,534	-44%	-$225K	0.06%	98
2023 Q3	$504K	Hold	10,274	–	–	0.11%	75
2023 Q2	$527K	Hold	10,274	–	–	0.12%	71
2023 Q1	$532K	Buy	+10,274	New	+$531K	0.13%	66

Other funds holding HYD

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

Evolution Wealth Advisors's HYD Position: Q2 2026 in Review

Evolution Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2026, closing a stake of 4,985 shares — an estimated $250K sold.

Evolution Wealth Advisors first reported a position in HYD in Q1 2023 and held it in 13 quarters. The position peaked at $532K in Q1 2023. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Evolution Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 4,985 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $250K.
Evolution Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2023 and held it in 13 quarters.
Evolution Wealth Advisors's VanEck High Yield Muni ETF position peaked at $532K in Q1 2023.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.