Focus Partners Wealth
HYD icon

Focus Partners Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Focus Partners Wealth’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 		$58.4M Sell
1,164,109
-80,959
-7% -$4.13M 0.06% 261
2025
Q4 		$63.6M Sell
1,245,068
-116,843
-9% -$5.96M 0.07% 247
2025
Q3 		$69.4M Sell
1,361,911
-327,121
-19% -$16.3M 0.11% 162
2025
Q2 		$84.8M Buy
1,689,032
+284,263
+20% +$14.2M 0.18% 120
2025
Q1 		$71.9M Sell
1,404,769
-327,358
-19% -$17M 0.18% 121
2024
Q4 		$89.9M Sell
1,732,127
-7,291
-0.4% -$381K 0.23% 94
2024
Q3 		$92.3M Buy
1,739,418
+24,480
+1% +$1.28M 0.29% 72
2024
Q2 		$88.6M Sell
1,714,938
-91,277
-5% -$4.71M 0.3% 78
2024
Q1 		$94.4M Sell
1,806,215
-27,575
-2% -$1.42M 0.77% 26
2023
Q4 		$94.7M Buy
+1,833,790
New +$90.8M 1.24% 12

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return