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

Exencial 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	$1.26M	Buy	25,038 +1,538	+7%	+$78.4K	0.04%	270
2025 Q4	$1.2M	Sell	23,500 -389	-2%	-$19.8K	0.04%	272
2025 Q3	$1.22M	Buy	23,889 +3,990	+20%	+$199K	0.04%	261
2025 Q2	$999K	Sell	19,899 -2,609	-12%	-$130K	0.04%	285
2025 Q1	$1.15M	Sell	22,508 -83	-0.4%	-$4.3K	0.04%	268
2024 Q4	$1.17M	Buy	22,591 +452	+2%	+$23.6K	0.04%	267
2024 Q3	$1.17M	Sell	22,139 -3,098	-12%	-$162K	0.04%	261
2024 Q2	$1.3M	Buy	25,237 +1,949	+8%	+$101K	0.05%	247
2024 Q1	$1.22M	Buy	23,288 +343	+1%	+$17.7K	0.05%	252
2023 Q4	$1.18M	Buy	+22,945	New	+$1.14M	0.05%	243
2022 Q2	–	Sell	-4,772	Closed	-$274K	–	440
2022 Q1	$274K	Hold	4,772	–	–	0.01%	377
2021 Q4	$298K	Buy	+4,772	New	+$297K	0.01%	392
2021 Q3	–	Sell	-4,772	Closed	-$304K	–	375
2021 Q2	$304K	Buy	+4,772	New	+$300K	0.02%	377
2020 Q3	–	Sell	-4,772	Closed	-$283K	–	358
2020 Q2	$283K	Hold	4,772	–	–	0.02%	274
2020 Q1	$249K	Hold	4,772	–	–	0.04%	207
2019 Q4	$306K	Buy	+4,772	New	+$306K	0.05%	207

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Exencial Wealth Advisors's HYD Position: Q1 2026 in Review

Exencial Wealth Advisors increased its VanEck High Yield Muni ETF (HYD) stake by 6.5% in Q1 2026, buying an estimated $78.4K and bringing the position to 25,038 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #270.

Exencial Wealth Advisors first reported a position in HYD in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.3M in Q2 2024. 347 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Exencial Wealth Advisors held 25,038 shares of VanEck High Yield Muni ETF worth $1.26M as of Q1 2026.
Exencial Wealth Advisors bought 1,538 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $78.4K.
VanEck High Yield Muni ETF made up 0.04% of Exencial Wealth Advisors's portfolio in Q1 2026, its #270 holding.
Exencial Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and has held it in 16 quarters since.
Exencial Wealth Advisors's VanEck High Yield Muni ETF position peaked at $1.3M in Q2 2024.
347 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.