KWMG LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

KWMG LLC’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	–	Sell	-4,174	Closed	-$209K	–	155
2026 Q1	$209K	Sell	4,174 -190	-4%	-$9.68K	0.02%	145
2025 Q4	$223K	Sell	4,364 -169	-4%	-$8.62K	0.02%	146
2025 Q3	$231K	Sell	4,533 -3,250	-42%	-$162K	0.02%	143
2025 Q2	$391K	Buy	+7,783	New	+$389K	0.04%	126
2024 Q1	–	Sell	-4,962	Closed	-$256K	–	129
2023 Q4	$256K	Buy	+4,962	New	+$246K	0.03%	131
2023 Q2	–	Sell	-4,197	Closed	-$217K	–	137
2023 Q1	$217K	Sell	4,197 -1,745	-29%	-$90.1K	0.03%	137
2022 Q4	$300K	Buy	5,942 +1,303	+28%	+$65.8K	0.04%	129
2022 Q3	$232K	Sell	4,639 -5	-0.1%	-$267	0.04%	133
2022 Q2	$250K	Sell	4,644 -373	-7%	-$20.4K	0.04%	131
2022 Q1	$288K	Sell	5,017 -1,298	-21%	-$77.6K	0.04%	131
2021 Q4	$394K	Buy	6,315 +1,998	+46%	+$124K	0.05%	127
2021 Q3	$270K	Hold	4,317	–	–	0.04%	132
2021 Q2	$275K	Sell	4,317 -547	-11%	-$34.4K	0.04%	132
2021 Q1	$302K	Sell	4,864 -181	-4%	-$11.2K	0.05%	128
2020 Q4	$310K	Buy	5,045 +1,521	+43%	+$91.8K	0.06%	127
2020 Q3	$211K	Sell	3,524 -198	-5%	-$11.9K	0.04%	125
2020 Q2	$221K	Buy	+3,722	New	+$210K	0.05%	122
2020 Q1	–	Sell	-3,297	Closed	-$211K	–	124
2019 Q4	$211K	Sell	3,297 -316	-9%	-$20.3K	0.05%	114
2019 Q3	$233K	Hold	3,613	–	–	0.06%	107
2019 Q2	$230K	Hold	3,613	–	–	0.06%	107
2019 Q1	$227K	Sell	3,613 -9	-0.2%	-$555	0.06%	109
2018 Q4	$221K	Sell	3,622 -2,129	-37%	-$130K	0.06%	115
2018 Q3	$358K	Sell	5,751 -16	-0.3%	-$1K	0.09%	97
2018 Q2	$363K	Buy	5,767 +19	+0.3%	+$1.19K	0.1%	99
2018 Q1	$356K	Sell	5,748 -3,871	-40%	-$240K	0.1%	101
2017 Q4	$600K	Buy	+9,619	New	+$600K	0.18%	92
2017 Q1	–	Sell	-7,161	Closed	-$425K	–	118
2016 Q4	$425K	Buy	+7,161	New	+$435K	0.18%	106

Other funds holding HYD

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $961M AUM 22.88% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return