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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Man Group London, United Kingdom $48.2B AUM 24.23% 1-Year Est. Return