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Hoge Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Hoge Financial Services’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
Q2 		– Sell
-4,552
Closed -$238K – 52
2024
Q1 		$238K Buy
+4,552
New +$235K 0.19% 45

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Focus Partners Wealth
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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
GC
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Hoge Financial Services's HYD Position: Q2 2024 in Review

Hoge Financial Services sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 4,552 shares — an estimated $238K sold.

Hoge Financial Services first reported a position in HYD in Q1 2024 and held it in 1 quarter. The position peaked at $238K in Q1 2024. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Hoge Financial Services reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Hoge Financial Services sold 4,552 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $238K.
  • Hoge Financial Services first reported a position in VanEck High Yield Muni ETF in Q1 2024 and held it in 1 quarter.
  • Hoge Financial Services's VanEck High Yield Muni ETF position peaked at $238K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Hoge Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.