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

Magnus 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
2026 Q1	–	Sell	-4,942	Closed	-$253K	–	398
2025 Q4	$253K	Buy	4,942 +22	+0.4%	+$1.12K	0.02%	365
2025 Q3	$250K	Sell	4,920 -2,404	-33%	-$120K	0.02%	355
2025 Q2	$368K	Sell	7,324 -9,349	-56%	-$467K	0.03%	272
2025 Q1	$853K	Buy	16,673 +988	+6%	+$51.2K	0.08%	169
2024 Q4	$814K	Sell	15,685 -2,974	-16%	-$156K	0.08%	166
2024 Q3	$990K	Buy	18,659 +3,208	+21%	+$168K	0.1%	155
2024 Q2	$798K	Buy	15,451 +5,635	+57%	+$291K	0.09%	157
2024 Q1	$513K	Buy	9,816 +5,176	+112%	+$267K	0.06%	188
2023 Q4	$240K	Buy	+4,640	New	+$230K	0.03%	259

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Magnus Financial Group's HYD Position: Q1 2026 in Review

Magnus Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q1 2026, closing a stake of 4,942 shares — an estimated $253K sold.

Magnus Financial Group first reported a position in HYD in Q4 2023 and held it in 9 quarters. The position peaked at $990K in Q3 2024. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.

Magnus Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 4,942 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $253K.
Magnus Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2023 and held it in 9 quarters.
Magnus Financial Group's VanEck High Yield Muni ETF position peaked at $990K in Q3 2024.
344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.