GWMIA
HYD icon

Global Wealth Management Investment Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

Global Wealth Management Investment 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
2024
Q1 		– Sell
-5
Closed -$258 – 276
2023
Q4 		$258 Hold
5
– – ﹤0.01% 454
2023
Q3 		$245 Hold
5
– – ﹤0.01% 456
2023
Q2 		$257 Buy
+5
New +$256 ﹤0.01% 454
2020
Q3 		– Sell
-11
Closed -$1K – 520
2020
Q2 		$1K Hold
11
– – ﹤0.01% 557
2020
Q1 		$1K Hold
11
– – ﹤0.01% 545
2019
Q4 		$1K Hold
11
– – ﹤0.01% 555
2019
Q3 		$1K Hold
11
– – ﹤0.01% 575
2019
Q2 		$1K Sell
11
-48
-81% -$3.03K ﹤0.01% 636
2019
Q1 		$4K Sell
59
-46
-44% -$2.83K ﹤0.01% 468
2018
Q4 		$6K Buy
+105
New +$6.4K ﹤0.01% 467

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 $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return