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

Executive 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
2022 Q4	–	Sell	-216	Closed	-$216K	–	191
2022 Q3	$216K	Buy	+216	New	+$11.5K	0.03%	172
2019 Q3	–	Sell	-734	Closed	-$47K	–	419
2019 Q2	$47K	Buy	734 +5	+0.7%	+$315	0.01%	305
2019 Q1	$46K	Sell	729 -1,629	-69%	-$100K	0.01%	284
2018 Q4	$144K	Buy	+2,358	New	+$144K	0.03%	165

Other funds holding HYD

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Executive Wealth Management's HYD Position: Q4 2022 in Review

Executive Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 216 shares — an estimated $216K sold.

Executive Wealth Management first reported a position in HYD in Q4 2018 and held it in 4 quarters. The position peaked at $216K in Q3 2022. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

Executive Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Executive Wealth Management sold 216 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $216K.
Executive Wealth Management first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 4 quarters.
Executive Wealth Management's VanEck High Yield Muni ETF position peaked at $216K in Q3 2022.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Executive Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.