Global Financial Private Client’s VanEck High Yield Muni ETF HYD Stock Holding History

Global Financial Private Client’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
2022 Q2	–	Sell	-1,128	Closed	-$64.7K	–	663
2022 Q1	$64.7K	Hold	1,128	–	–	0.03%	244
2021 Q4	$70.4K	Buy	+1,128	New	+$70.2K	0.03%	240
2020 Q3	–	Sell	-99	Closed	-$5.85K	–	488
2020 Q2	$5.85K	Sell	99 -134	-58%	-$7.55K	0.01%	381
2020 Q1	$11.8K	Sell	233 -36	-13%	-$2.22K	0.01%	341
2019 Q4	$17.2K	Buy	+269	New	+$17.3K	0.01%	343

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

DADC

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Global Financial Private Client's HYD Position: Q2 2022 in Review

Global Financial Private Client sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 1,128 shares — an estimated $64.7K sold.

Global Financial Private Client first reported a position in HYD in Q4 2019 and held it in 5 quarters. The position peaked at $70.4K in Q4 2021. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

Global Financial Private Client reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
Global Financial Private Client sold 1,128 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $64.7K.
Global Financial Private Client first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 5 quarters.
Global Financial Private Client's VanEck High Yield Muni ETF position peaked at $70.4K in Q4 2021.
282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on Global Financial Private Client's 13F filing for Q2 2022, filed 16 May 2024.