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

Madison 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 Q2	–	Sell	-3,949	Closed	-$227K	–	82
2022 Q1	$227K	Buy	3,949 +168	+4%	+$10.1K	0.13%	69
2021 Q4	$236K	Buy	3,781 +160	+4%	+$9.96K	0.12%	67
2021 Q3	$226K	Hold	3,621	–	–	0.13%	63
2021 Q2	$230K	Buy	3,621 +304	+9%	+$19.1K	0.13%	60
2021 Q1	$204K	Hold	3,317	–	–	0.14%	50
2020 Q4	$204K	Buy	+3,317	New	+$200K	0.14%	51

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Madison Wealth Partners's HYD Position: Q2 2022 in Review

Madison Wealth Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 3,949 shares — an estimated $227K sold.

Madison Wealth Partners first reported a position in HYD in Q4 2020 and held it in 6 quarters. The position peaked at $236K in Q4 2021. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

Madison Wealth Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
Madison Wealth Partners sold 3,949 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $227K.
Madison Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 6 quarters.
Madison Wealth Partners's VanEck High Yield Muni ETF position peaked at $236K in Q4 2021.
282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on Madison Wealth Partners's 13F filing for Q2 2022, filed 22 Jul 2022.