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LSPW
Lake Street Private Wealth’s
VanEck High Yield Muni ETF
HYD
Stock Holding History
Lake Street Private Wealth’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
Q2
–
Sell
-12,713
Closed
-$730K
–
314
2022
Q1
$730K
Sell
12,713
-3,395
-21%
-$203K
0.13%
155
2021
Q4
$1.01M
Sell
16,108
-197
-1%
-$12.3K
0.18%
130
2021
Q3
$1.02M
Sell
16,305
-84
-0.5%
-$5.33K
0.25%
100
2021
Q2
$1.04M
Buy
16,389
+30
+0.2%
+$1.89K
0.26%
95
2021
Q1
$1.02M
Sell
16,359
-903
-5%
-$56.1K
0.28%
95
2020
Q4
$1.06M
Buy
17,262
+1,035
+6%
+$62.5K
0.31%
84
2020
Q3
$970K
Sell
16,227
-3,199
-16%
-$192K
0.33%
74
2020
Q2
$1.15M
Sell
19,426
-9,895
-34%
-$557K
0.43%
68
2020
Q1
$1.53M
Buy
29,321
+2,605
+10%
+$160K
0.7%
51
2019
Q4
$1.71M
Buy
26,716
+10,226
+62%
+$657K
0.66%
61
2019
Q3
$1.06M
Buy
+16,490
New
+$1.06M
0.48%
70
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1-Year Est. Return
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
Royal Bank of Canada
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$528B AUM
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1-Year Est. Return
Northwestern Mutual Wealth Management
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$162B AUM
16.35%
1-Year Est. Return
Envestnet Asset Management
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$374B AUM
17.66%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
DADC
D.A. Davidson & Co
Great Falls, Montana
$16.5B AUM
19.94%
1-Year Est. Return
TF
TIAA FSB
Jacksonville, Florida
$27.6B AUM
14.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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