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Laurel Wealth Advisors (California)’s VanEck High Yield Muni ETF HYD Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$643K Buy
12,711
+122
+1% +$6.17K 0.06% 308
2022
Q3 		$629K Buy
12,589
+1
+0% +$53 0.07% 296
2022
Q2 		$678K Sell
12,588
-414
-3% -$22.6K 0.07% 287
2022
Q1 		$746K Sell
13,002
-2,415
-16% -$144K 0.06% 309
2021
Q4 		$962K Sell
15,417
-1,020
-6% -$63.5K 0.07% 269
2021
Q3 		$1.03M Buy
16,437
+301
+2% +$19.1K 0.19% 129
2021
Q2 		$1.03M Buy
16,136
+1,701
+12% +$107K 0.13% 168
2021
Q1 		$897K Buy
14,435
+2
+0% +$124 0.14% 169
2020
Q4 		$888K Buy
14,433
+1
+0% +$60 0.13% 172
2020
Q3 		$863K Buy
14,432
+2
+0% +$120 0.14% 156
2020
Q2 		$855K Buy
14,430
+1
+0% +$56 0.16% 148
2020
Q1 		$754K Sell
14,429
-733
-5% -$45.1K 0.17% 144
2019
Q4 		$971K Buy
15,162
+747
+5% +$48K 0.16% 158
2019
Q3 		$929K Buy
14,415
+45
+0.3% +$2.89K 0.16% 159
2019
Q2 		$917K Buy
14,370
+132
+0.9% +$8.33K 0.2% 131
2019
Q1 		$894K Buy
14,238
+1,770
+14% +$109K 0.22% 124
2018
Q4 		$761K Buy
12,468
+895
+8% +$54.5K 0.22% 116
2018
Q3 		$720K Buy
11,573
+1,694
+17% +$106K 0.18% 131
2018
Q2 		$621K Buy
9,879
+6
+0.1% +$375 0.17% 136
2018
Q1 		$611K Buy
9,873
+102
+1% +$6.32K 0.19% 122
2017
Q4 		$609K Buy
9,771
+1,397
+17% +$87.2K 0.18% 143
2017
Q3 		$524K Buy
8,374
+86
+1% +$5.35K 0.18% 140
2017
Q2 		$512K Buy
+8,288
New +$511K 0.18% 140

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HYD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its VanEck High Yield Muni ETF (HYD) stake by 0.97% in Q4 2022, buying an estimated $6.17K and bringing the position to 12,711 shares worth $643K. The position accounts for 0.06% of the portfolio, ranked #308.

Laurel Wealth Advisors (California) first reported a position in HYD in Q2 2017 and has held it in 23 quarters since. The position peaked at $1.03M in Q3 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 12,711 shares of VanEck High Yield Muni ETF worth $643K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 122 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $6.17K.
  • VanEck High Yield Muni ETF made up 0.06% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #308 holding.
  • Laurel Wealth Advisors (California) first reported a position in VanEck High Yield Muni ETF in Q2 2017 and has held it in 23 quarters since.
  • Laurel Wealth Advisors (California)'s VanEck High Yield Muni ETF position peaked at $1.03M in Q3 2021.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.