Lido Advisors
HYD icon

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 – 990
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 0.02% 441
2020
Q1 		$246K Sell
4,701
-1,191
-20% -$73.3K 0.02% 462
2019
Q4 		$378K Buy
+5,892
New +$378K 0.02% 444

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return