Level Four Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Level Four Advisory Services’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
2020 Q1	–	Sell	-3,766	Closed	-$240K	–	517
2019 Q4	$240K	Buy	3,766 +59	+2%	+$3.79K	0.01%	504
2019 Q3	$239K	Sell	3,707 -1,424	-28%	-$91.3K	0.02%	441
2019 Q2	$327K	Buy	5,131 +370	+8%	+$23.3K	0.03%	402
2019 Q1	$299K	Buy	4,761 +1,118	+31%	+$68.9K	0.03%	414
2018 Q4	$222K	Sell	3,643 -3,939	-52%	-$240K	0.03%	460
2018 Q3	$472K	Sell	7,582 -1,242	-14%	-$77.9K	0.05%	352
2018 Q2	$555K	Hold	8,824	–	–	0.04%	362
2018 Q1	$547K	Buy	8,824 +1,135	+15%	+$70.3K	0.04%	347
2017 Q4	$480K	Buy	7,689 +1,376	+22%	+$85.9K	0.04%	366
2017 Q3	$395K	Buy	6,313 +628	+11%	+$39.1K	0.04%	368
2017 Q2	$348K	Hold	5,685	–	–	0.05%	332
2017 Q1	$348K	Sell	5,685 -1,247	-18%	-$75.2K	0.04%	383
2016 Q4	$411K	Buy	+6,932	New	+$421K	0.05%	315

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Level Four Advisory Services's HYD Position: Q1 2020 in Review

Level Four Advisory Services sold out of VanEck High Yield Muni ETF (HYD) in Q1 2020, closing a stake of 3,766 shares — an estimated $240K sold.

Level Four Advisory Services first reported a position in HYD in Q4 2016 and held it in 13 quarters. The position peaked at $555K in Q2 2018. 262 funds tracked by Wall St. Rank hold HYD as of Q1 2020.

Level Four Advisory Services reported no remaining VanEck High Yield Muni ETF position as of Q1 2020 after selling out during the quarter.
Level Four Advisory Services sold 3,766 VanEck High Yield Muni ETF shares in Q1 2020, an estimated $240K.
Level Four Advisory Services first reported a position in VanEck High Yield Muni ETF in Q4 2016 and held it in 13 quarters.
Level Four Advisory Services's VanEck High Yield Muni ETF position peaked at $555K in Q2 2018.
262 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2020.

Based on Level Four Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.