Global Wealth Strategies & Associates’s VanEck High Yield Muni ETF HYD Stock Holding History

Global Wealth Strategies & Associates’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 Q2	$248K	Sell	4,824 -23	-0.5%	-$1.18K	0.05%	87
2026 Q1	$243K	Buy	4,847 +320	+7%	+$16.3K	0.06%	72
2025 Q4	$231K	Sell	4,527 -1,480	-25%	-$75.4K	0.06%	67
2025 Q3	$306K	Sell	6,007 -203	-3%	-$10.1K	0.08%	59
2025 Q2	$312K	Sell	6,210 -351	-5%	-$17.5K	0.09%	43
2025 Q1	$336K	Buy	6,561 +969	+17%	+$50.2K	0.1%	40
2024 Q4	$290K	Buy	+5,592	New	+$293K	0.09%	40

Other funds holding HYD

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return