HHM Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-1,600	Closed	-$86K	–	731
2022 Q2	$86K	Hold	1,600	–	–	0.02%	203
2022 Q1	$92K	Hold	1,600	–	–	0.02%	228
2021 Q4	$100K	Hold	1,600	–	–	0.02%	218
2021 Q3	$100K	Hold	1,600	–	–	0.03%	206
2021 Q2	$102K	Hold	1,600	–	–	0.03%	201
2021 Q1	$99K	Hold	1,600	–	–	0.03%	187
2020 Q4	$98K	Hold	1,600	–	–	0.03%	172
2020 Q3	$96K	Hold	1,600	–	–	0.04%	154
2020 Q2	$95K	Hold	1,600	–	–	0.04%	150
2020 Q1	$84K	Buy	+1,600	New	+$98.5K	0.04%	136

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

Goldman Sachs New York $1.15T AUM 47.82% 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 22.9% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HHM Wealth Advisors's HYD Position: Q3 2022 in Review

HHM Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 1,600 shares — an estimated $86K sold.

HHM Wealth Advisors first reported a position in HYD in Q1 2020 and held it in 10 quarters. The position peaked at $102K in Q2 2021. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

HHM Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 1,600 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $86K.
HHM Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's VanEck High Yield Muni ETF position peaked at $102K in Q2 2021.
256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.