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Legacy Investment Solutions’s VanEck High Yield Muni ETF HYD Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-45
Closed -$2.35K – 779
2024
Q3 		$2.35K Buy
+45
New +$2.36K ﹤0.01% 465

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Legacy Investment Solutions's HYD Position: Q4 2024 in Review

Legacy Investment Solutions sold out of VanEck High Yield Muni ETF (HYD) in Q4 2024, closing a stake of 45 shares — an estimated $2.35K sold.

Legacy Investment Solutions first reported a position in HYD in Q3 2024 and held it in 1 quarter. The position peaked at $2.35K in Q3 2024. 341 funds tracked by Wall St. Rank hold HYD as of Q4 2024.

  • Legacy Investment Solutions reported no remaining VanEck High Yield Muni ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 45 VanEck High Yield Muni ETF shares in Q4 2024, an estimated $2.35K.
  • Legacy Investment Solutions first reported a position in VanEck High Yield Muni ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's VanEck High Yield Muni ETF position peaked at $2.35K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.