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Leo Wealth LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

Leo Wealth LLC’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
2026
Q1 		$222K Hold
4,429
– – 0.02% 415
2025
Q4 		$226K Buy
+4,429
New +$226K 0.02% 390

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Leo Wealth LLC's HYD Position: Q1 2026 in Review

Leo Wealth LLC held its VanEck High Yield Muni ETF (HYD) position steady in Q1 2026 at 4,429 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #415.

Leo Wealth LLC first reported a position in HYD in Q4 2025 and has held it in 2 quarters since. The position peaked at $226K in Q4 2025. 347 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

  • Leo Wealth LLC held 4,429 shares of VanEck High Yield Muni ETF worth $222K as of Q1 2026.
  • Leo Wealth LLC left its VanEck High Yield Muni ETF share count unchanged in Q1 2026.
  • VanEck High Yield Muni ETF made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #415 holding.
  • Leo Wealth LLC first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 2 quarters since.
  • Leo Wealth LLC's VanEck High Yield Muni ETF position peaked at $226K in Q4 2025.
  • 347 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.