HBK Sorce Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

HBK Sorce 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 Q1	–	Sell	-153,350	Closed	-$319K	–	716
2022 Q4	$319K	Buy	153,350 +78,350	+104%	+$3.96M	0.01%	538
2022 Q3	$75K	Buy	+75,000	New	+$4M	0.01%	506

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 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

HBK Sorce Advisory's HYD Position: Q1 2023 in Review

HBK Sorce Advisory sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 153,350 shares — an estimated $319K sold.

HBK Sorce Advisory first reported a position in HYD in Q3 2022 and held it in 2 quarters. The position peaked at $319K in Q4 2022. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

HBK Sorce Advisory reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
HBK Sorce Advisory sold 153,350 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $319K.
HBK Sorce Advisory first reported a position in VanEck High Yield Muni ETF in Q3 2022 and held it in 2 quarters.
HBK Sorce Advisory's VanEck High Yield Muni ETF position peaked at $319K in Q4 2022.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on HBK Sorce Advisory's 13F filing for Q1 2023, filed 15 May 2023.