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Financial Advocates Investment Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Financial Advocates Investment 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
2023
Q2 		– Sell
-35,085
Closed -$1.82M – 733
2023
Q1 		$1.82M Buy
35,085
+500
+1% +$25.8K 0.13% 177
2022
Q4 		$1.75M Buy
34,585
+2,008
+6% +$101K 0.13% 189
2022
Q3 		$1.63M Buy
32,577
+1,761
+6% +$93.9K 0.13% 174
2022
Q2 		$1.66M Buy
30,816
+689
+2% +$37.6K 0.13% 188
2022
Q1 		$1.73M Buy
30,127
+640
+2% +$38.3K 0.11% 213
2021
Q4 		$1.84M Buy
29,487
+136
+0.5% +$8.46K 0.12% 214
2021
Q3 		$1.83M Sell
29,351
-12
-0% -$761 0.12% 195
2021
Q2 		$1.87M Buy
29,363
+2,119
+8% +$133K 0.12% 200
2021
Q1 		$1.69M Sell
27,244
-1,787
-6% -$111K 0.12% 203
2020
Q4 		$1.79M Sell
29,031
-1,793
-6% -$108K 0.12% 192
2020
Q3 		$1.84M Sell
30,824
-222
-0.7% -$13.3K 0.16% 139
2020
Q2 		$1.84M Buy
+31,046
New +$1.75M 0.17% 143
2020
Q1 		– Sell
-3,884
Closed -$249K – 507
2019
Q4 		$249K Buy
3,884
+38
+1% +$2.44K 0.03% 439
2019
Q3 		$248K Sell
3,846
-41
-1% -$2.63K 0.03% 415
2019
Q2 		$248K Buy
3,887
+339
+10% +$21.4K 0.03% 403
2019
Q1 		$223K Sell
3,548
-949
-21% -$58.5K 0.03% 416
2018
Q4 		$275K Sell
4,497
-9,549
-68% -$582K 0.04% 353
2018
Q3 		$874K Buy
14,046
+1,264
+10% +$79.3K 0.1% 206
2018
Q2 		$799K Buy
12,782
+2,040
+19% +$127K 0.1% 210
2018
Q1 		$666K Sell
10,742
-2,385
-18% -$148K 0.09% 218
2017
Q4 		$819K Buy
+13,127
New +$819K 0.11% 192

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Advocates Investment Management's HYD Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2023, closing a stake of 35,085 shares — an estimated $1.82M sold.

Financial Advocates Investment Management first reported a position in HYD in Q4 2017 and held it in 21 quarters. The position peaked at $1.87M in Q2 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q2 2023.

  • Financial Advocates Investment Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 35,085 VanEck High Yield Muni ETF shares in Q2 2023, an estimated $1.82M.
  • Financial Advocates Investment Management first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 21 quarters.
  • Financial Advocates Investment Management's VanEck High Yield Muni ETF position peaked at $1.87M in Q2 2021.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.