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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

LifePro Asset Management's HYD Position: Q2 2024 in Review

LifePro Asset Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 8,063 shares — an estimated $421K sold.

LifePro Asset Management first reported a position in HYD in Q4 2021 and held it in 10 quarters. The position peaked at $552K in Q4 2021. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

LifePro Asset Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
LifePro Asset Management sold 8,063 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $421K.
LifePro Asset Management first reported a position in VanEck High Yield Muni ETF in Q4 2021 and held it in 10 quarters.
LifePro Asset Management's VanEck High Yield Muni ETF position peaked at $552K in Q4 2021.
317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on LifePro Asset Management's 13F filing for Q2 2024, filed 10 Jul 2024.