Lumature Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Lumature Wealth Partners’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	-7,684	Closed	-$414K	–	398
2022 Q2	$414K	Sell	7,684 -3,081	-29%	-$168K	0.18%	89
2022 Q1	$618K	Buy	10,765 +4,595	+74%	+$275K	0.25%	82
2021 Q4	$385K	Buy	6,170 +512	+9%	+$31.9K	0.15%	112
2021 Q3	$354K	Buy	5,658 +731	+15%	+$46.4K	0.14%	110
2021 Q2	$313K	Buy	4,927 +491	+11%	+$30.8K	0.13%	109
2021 Q1	$276K	Buy	+4,436	New	+$276K	0.15%	105

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

Lumature Wealth Partners's HYD Position: Q3 2022 in Review

Lumature Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 7,684 shares — an estimated $414K sold.

Lumature Wealth Partners first reported a position in HYD in Q1 2021 and held it in 6 quarters. The position peaked at $618K in Q1 2022. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

Lumature Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Lumature Wealth Partners sold 7,684 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $414K.
Lumature Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 6 quarters.
Lumature Wealth Partners's VanEck High Yield Muni ETF position peaked at $618K in Q1 2022.
256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.