Gladstone Institutional Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

Gladstone Institutional Advisory’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	-4,121	Closed	-$213K	–	668
2023 Q1	$213K	Buy	+4,121	New	+$213K	0.01%	599
2022 Q2	–	Sell	-4,738	Closed	-$272K	–	687
2022 Q1	$272K	Sell	4,738 -856	-15%	-$51.2K	0.02%	578
2021 Q4	$349K	Buy	5,594 +2,291	+69%	+$143K	0.03%	444
2021 Q3	$206K	Sell	3,303 -620	-16%	-$39.3K	0.02%	503
2021 Q2	$250K	Buy	3,923 +8	+0.2%	+$503	0.03%	442
2021 Q1	$243K	Sell	3,915 -623	-14%	-$38.7K	0.04%	356
2020 Q4	$279K	Sell	4,538 -150	-3%	-$9.06K	0.06%	236
2020 Q3	$280K	Sell	4,688 -1,157	-20%	-$69.3K	0.07%	216
2020 Q2	$346K	Buy	5,845 +764	+15%	+$43K	0.09%	165
2020 Q1	$266K	Sell	5,081 -10	-0.2%	-$616	0.07%	209
2019 Q4	$326K	Buy	5,091 +79	+2%	+$5.07K	0.08%	181
2019 Q3	$323K	Sell	5,012 -190	-4%	-$12.2K	0.08%	192
2019 Q2	$332K	Buy	5,202 +881	+20%	+$55.6K	0.1%	186
2019 Q1	$271K	Sell	4,321 -389	-8%	-$24K	0.1%	164
2018 Q4	$287K	Buy	+4,710	New	+$287K	0.17%	130

Other funds holding HYD

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Gladstone Institutional Advisory's HYD Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q2 2023, closing a stake of 4,121 shares — an estimated $213K sold.

Gladstone Institutional Advisory first reported a position in HYD in Q4 2018 and held it in 15 quarters. The position peaked at $349K in Q4 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q2 2023.

Gladstone Institutional Advisory reported no remaining VanEck High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
Gladstone Institutional Advisory sold 4,121 VanEck High Yield Muni ETF shares in Q2 2023, an estimated $213K.
Gladstone Institutional Advisory first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 15 quarters.
Gladstone Institutional Advisory's VanEck High Yield Muni ETF position peaked at $349K in Q4 2021.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.