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

LGT Financial 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
2025
Q3 		– Sell
-173
Closed -$8.69K – 504
2025
Q2 		$8.69K Buy
+173
New +$8.64K 0.02% 220
2024
Q4 		– Sell
-85
Closed -$4.51K – 744
2024
Q3 		$4.51K Buy
85
+3
+4% +$157 0.01% 551
2024
Q2 		$4.24K Buy
82
+76
+1,267% +$3.92K 0.01% 621
2024
Q1 		$315 Buy
+6
New +$310 ﹤0.01% 769
2023
Q4 		– Sell
-1,312
Closed -$64.4K – 907
2023
Q3 		$64.4K Buy
+1,312
New +$66.4K 0.08% 197

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
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LGT Financial Advisors's HYD Position: Q3 2025 in Review

LGT Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2025, closing a stake of 173 shares — an estimated $8.69K sold.

LGT Financial Advisors first reported a position in HYD in Q3 2023 and held it in 5 quarters. The position peaked at $64.4K in Q3 2023. 335 funds tracked by Wall St. Rank hold HYD as of Q3 2025.

  • LGT Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 173 VanEck High Yield Muni ETF shares in Q3 2025, an estimated $8.69K.
  • LGT Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's VanEck High Yield Muni ETF position peaked at $64.4K in Q3 2023.
  • 335 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.