J.W. Cole Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

J.W. Cole 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
2026 Q2	$306K	Buy	+5,937	New	+$303K	0.01%	1263
2023 Q1	–	Sell	-4,829	Closed	-$244K	–	791
2022 Q4	$244K	Sell	4,829 -2,580	-35%	-$130K	0.02%	629
2022 Q3	$370K	Buy	7,409 +2,378	+47%	+$127K	0.03%	469
2022 Q2	$271K	Sell	5,031 -204	-4%	-$11.1K	0.02%	582
2022 Q1	$300K	Sell	5,235 -2,754	-34%	-$165K	0.02%	622
2021 Q4	$499K	Buy	+7,989	New	+$497K	0.03%	465
2021 Q3	–	Sell	-16,170	Closed	-$1.03M	–	566
2021 Q2	$1.03M	Buy	16,170 +497	+3%	+$31.2K	0.08%	267
2021 Q1	$974K	Buy	15,673 +6,970	+80%	+$433K	0.09%	241
2020 Q4	$536K	Sell	8,703 -2,054	-19%	-$124K	0.06%	330
2020 Q3	$643K	Buy	10,757 +364	+4%	+$21.8K	0.05%	354
2020 Q2	$616K	Buy	+10,393	New	+$586K	0.09%	203
2020 Q1	–	Sell	-10,527	Closed	-$674K	–	272
2019 Q4	$674K	Buy	+10,527	New	+$676K	0.09%	250

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

J.W. Cole Advisors's HYD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in VanEck High Yield Muni ETF (HYD) in Q2 2026: 5,937 shares worth $306K. The stake represents 0.01% of the portfolio and ranks #1263 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in HYD as recently as Q4 2022.

J.W. Cole Advisors first reported a position in HYD in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.03M in Q2 2021. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

J.W. Cole Advisors held 5,937 shares of VanEck High Yield Muni ETF worth $306K as of Q2 2026.
VanEck High Yield Muni ETF was a new J.W. Cole Advisors position in Q2 2026.
VanEck High Yield Muni ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1263 holding.
J.W. Cole Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and has held it in 12 quarters since.
J.W. Cole Advisors's VanEck High Yield Muni ETF position peaked at $1.03M in Q2 2021.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.