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Great Valley Advisor Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Great Valley Advisor Group’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
2025
Q2 		– Sell
-85,058
Closed -$4.35M – 922
2025
Q1 		$4.35M Buy
85,058
+617
+0.7% +$32K 0.09% 188
2024
Q4 		$4.38M Buy
84,441
+6,615
+8% +$346K 0.1% 198
2024
Q3 		$4.13M Buy
77,826
+1,105
+1% +$57.9K 0.1% 210
2024
Q2 		$3.96M Sell
76,721
-1,338
-2% -$69.1K 0.11% 192
2024
Q1 		$4.08M Buy
78,059
+2,984
+4% +$154K 0.12% 179
2023
Q4 		$3.88M Sell
75,075
-4,228
-5% -$209K 0.14% 167
2023
Q3 		$3.89M Buy
79,303
+387
+0.5% +$19.6K 0.16% 150
2023
Q2 		$4.05M Sell
78,916
-3,641
-4% -$187K 0.17% 145
2023
Q1 		$4.27M Buy
82,557
+249
+0.3% +$12.9K 0.2% 129
2022
Q4 		$4.16M Buy
82,308
+173
+0.2% +$8.74K 0.21% 113
2022
Q3 		$4.1M Buy
82,135
+3,425
+4% +$183K 0.23% 108
2022
Q2 		$4.24M Sell
78,710
-459
-0.6% -$25.1K 0.23% 107
2022
Q1 		$4.54M Buy
79,169
+2,830
+4% +$169K 0.27% 94
2021
Q4 		$4.77M Buy
76,339
+3,078
+4% +$192K 0.29% 89
2021
Q3 		$4.58M Buy
73,261
+2,263
+3% +$144K 0.32% 81
2021
Q2 		$4.52M Buy
70,998
+2,836
+4% +$178K 0.33% 76
2021
Q1 		$4.24M Buy
68,162
+4,781
+8% +$297K 0.41% 51
2020
Q4 		$3.9M Buy
63,381
+2,955
+5% +$178K 0.4% 55
2020
Q3 		$3.61M Buy
60,426
+49,514
+454% +$2.96M 0.44% 56
2020
Q2 		$647K Buy
+10,912
New +$615K 0.11% 199

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Great Valley Advisor Group's HYD Position: Q2 2025 in Review

Great Valley Advisor Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 85,058 shares — an estimated $4.35M sold.

Great Valley Advisor Group first reported a position in HYD in Q2 2020 and held it in 20 quarters. The position peaked at $4.77M in Q4 2021. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Great Valley Advisor Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Great Valley Advisor Group sold 85,058 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $4.35M.
  • Great Valley Advisor Group first reported a position in VanEck High Yield Muni ETF in Q2 2020 and held it in 20 quarters.
  • Great Valley Advisor Group's VanEck High Yield Muni ETF position peaked at $4.77M in Q4 2021.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Great Valley Advisor Group's 13F filing for Q2 2025, filed 14 Aug 2025.