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Lockerman Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Lockerman Financial Group’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
Q4 		– Sell
-37,800
Closed -$1.89M – 75
2022
Q3 		$1.89M Buy
+37,800
New +$2.02M 5.43% 5

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
ZB
Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Lockerman Financial Group's HYD Position: Q4 2022 in Review

Lockerman Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 37,800 shares — an estimated $1.89M sold.

Lockerman Financial Group first reported a position in HYD in Q3 2022 and held it in 1 quarter. The position peaked at $1.89M in Q3 2022. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

  • Lockerman Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Lockerman Financial Group sold 37,800 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $1.89M.
  • Lockerman Financial Group first reported a position in VanEck High Yield Muni ETF in Q3 2022 and held it in 1 quarter.
  • Lockerman Financial Group's VanEck High Yield Muni ETF position peaked at $1.89M in Q3 2022.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Lockerman Financial Group's 13F filing for Q4 2022, filed 8 Feb 2023.