Kovitz Investment Group Partners
HYD icon

Kovitz Investment Group Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Kovitz Investment Group Partners’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
-61,190
Closed -$3.13M – 1377
2025
Q1 		$3.13M Sell
61,190
-99,972
-62% -$5.18M 0.02% 494
2024
Q4 		$8.38M Sell
161,162
-1,615
-1% -$84.5K 0.04% 302
2024
Q3 		$8.65M Buy
162,777
+1,480
+0.9% +$77.5K 0.06% 254
2024
Q2 		$8.34M Buy
+161,297
New +$8.32M 0.07% 205

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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

Kovitz Investment Group Partners's HYD Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2025, closing a stake of 61,190 shares — an estimated $3.13M sold.

Kovitz Investment Group Partners first reported a position in HYD in Q2 2024 and held it in 4 quarters. The position peaked at $8.65M in Q3 2024. 326 funds tracked by Wall St. Rank hold HYD as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 61,190 VanEck High Yield Muni ETF shares in Q2 2025, an estimated $3.13M.
  • Kovitz Investment Group Partners first reported a position in VanEck High Yield Muni ETF in Q2 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's VanEck High Yield Muni ETF position peaked at $8.65M in Q3 2024.
  • 326 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.