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

Lido 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
2022 Q3	–	Sell	-5,354	Closed	-$288K	–	989
2022 Q2	$288K	Buy	5,354 +11	+0.2%	+$600	﹤0.01%	760
2022 Q1	$306K	Buy	5,343 +6	+0.1%	+$359	﹤0.01%	811
2021 Q4	$333K	Sell	5,337 -261	-5%	-$16.2K	﹤0.01%	765
2021 Q3	$349K	Sell	5,598 -1,237	-18%	-$78.5K	﹤0.01%	708
2021 Q2	$435K	Buy	6,835 +1,469	+27%	+$92.3K	0.01%	589
2021 Q1	$334K	Buy	5,366 +59	+1%	+$3.66K	0.01%	624
2020 Q4	$326K	Buy	5,307 +20	+0.4%	+$1.21K	0.01%	591
2020 Q3	$316K	Buy	5,287 +71	+1%	+$4.25K	0.01%	469
2020 Q2	$309K	Buy	5,216 +515	+11%	+$29K	0.01%	441
2020 Q1	$246K	Sell	4,701 -1,191	-20%	-$73.3K	0.01%	462
2019 Q4	$378K	Buy	+5,892	New	+$378K	0.02%	444

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

DADC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lido Advisors's HYD Position: Q3 2022 in Review

Lido Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 5,354 shares — an estimated $288K sold.

Lido Advisors first reported a position in HYD in Q4 2019 and held it in 11 quarters. The position peaked at $435K in Q2 2021. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

Lido Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Lido Advisors sold 5,354 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $288K.
Lido Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 11 quarters.
Lido Advisors's VanEck High Yield Muni ETF position peaked at $435K in Q2 2021.
256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on Lido Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.