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Lenox Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-54
Closed -$3K – 867
2021
Q4 		$3K Buy
+54
New +$3.36K ﹤0.01% 669

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Lenox Wealth Advisors's HYD Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 54 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in HYD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 293 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 54 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 1 quarter.
  • Lenox Wealth Advisors's VanEck High Yield Muni ETF position peaked at $3K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.