LifePro Asset Management’s VanEck High Yield Muni ETF HYD Stock Holding History

LifePro Asset Management’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
2024 Q2	–	Sell	-8,063	Closed	-$421K	–	135
2024 Q1	$421K	Hold	8,063	–	–	0.28%	78
2023 Q4	$416K	Hold	8,063	–	–	0.32%	70
2023 Q3	$396K	Hold	8,063	–	–	0.33%	63
2023 Q2	$414K	Sell	8,063 -281	-3%	-$14.4K	0.32%	64
2023 Q1	$422K	Hold	8,344	–	–	0.31%	70
2022 Q4	$422K	Hold	8,344	–	–	0.31%	70
2022 Q3	$417K	Hold	8,344	–	–	0.24%	51
2022 Q2	$449K	Sell	8,344 -499	-6%	-$27.2K	0.23%	73
2022 Q1	$508K	Hold	8,843	–	–	0.18%	73
2021 Q4	$552K	Buy	+8,843	New	+$550K	0.16%	65

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Focus Partners Wealth

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Royal Bank of Canada

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Northwestern Mutual Wealth Management

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Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

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

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return