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

Other funds holding HYD

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Lake Street Private Wealth's HYD Position: Q2 2022 in Review

Lake Street Private Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 12,713 shares — an estimated $730K sold.

Lake Street Private Wealth first reported a position in HYD in Q3 2019 and held it in 11 quarters. The position peaked at $1.71M in Q4 2019. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

Lake Street Private Wealth reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
Lake Street Private Wealth sold 12,713 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $730K.
Lake Street Private Wealth first reported a position in VanEck High Yield Muni ETF in Q3 2019 and held it in 11 quarters.
Lake Street Private Wealth's VanEck High Yield Muni ETF position peaked at $1.71M in Q4 2019.
282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on Lake Street Private Wealth's 13F filing for Q2 2022, filed 12 Jul 2022.