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

LexAurum 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
2021 Q4	–	Sell	-14,102	Closed	-$881K	–	271
2021 Q3	$881K	Buy	+14,102	New	+$895K	0.26%	92
2020 Q1	–	Sell	-14,485	Closed	-$928K	–	219
2019 Q4	$928K	Buy	14,485 +345	+2%	+$22.2K	0.46%	53
2019 Q3	$911K	Sell	14,140 -10,894	-44%	-$699K	0.54%	45
2019 Q2	$1.6M	Buy	25,034 +2,092	+9%	+$132K	0.99%	25
2019 Q1	$1.44M	Buy	22,942 +465	+2%	+$28.7K	0.95%	29
2018 Q4	$1.37M	Buy	+22,477	New	+$1.37M	1.06%	29
2018 Q3	–	Sell	-13,237	Closed	-$833K	–	168
2018 Q2	$833K	Buy	13,237 +528	+4%	+$33K	0.74%	41
2018 Q1	$788K	Buy	12,709 +1,680	+15%	+$104K	0.67%	51
2017 Q4	$689K	Buy	+11,029	New	+$689K	0.65%	55

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

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

LexAurum Advisors's HYD Position: Q4 2021 in Review

LexAurum Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2021, closing a stake of 14,102 shares — an estimated $881K sold.

LexAurum Advisors first reported a position in HYD in Q4 2017 and held it in 9 quarters. The position peaked at $1.6M in Q2 2019. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

LexAurum Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2021 after selling out during the quarter.
LexAurum Advisors sold 14,102 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $881K.
LexAurum Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2017 and held it in 9 quarters.
LexAurum Advisors's VanEck High Yield Muni ETF position peaked at $1.6M in Q2 2019.
339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on LexAurum Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.