Fort Point Capital Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Fort Point Capital Partners’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	$736K	Hold	14,676	–	–	0.1%	121
2025 Q4	$755K	Hold	14,676	–	–	0.09%	123
2025 Q3	$747K	Hold	14,676	–	–	0.09%	125
2025 Q2	$737K	Hold	14,676	–	–	0.07%	181
2025 Q1	$751K	Hold	14,676	–	–	0.08%	158
2024 Q4	$762K	Hold	14,676	–	–	0.09%	157
2024 Q3	$779K	Hold	14,676	–	–	0.1%	137
2024 Q2	$758K	Hold	14,676	–	–	0.1%	151
2024 Q1	$767K	Hold	14,676	–	–	0.1%	144
2023 Q4	$758K	Buy	+14,676	New	+$727K	0.12%	131

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return