Melone Private Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Melone Private Wealth’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 Q2	$1.68M	Buy	32,636 +306	+0.9%	+$15.6K	0.64%	30
2026 Q1	$1.62M	Sell	32,330 -3,255	-9%	-$166K	0.66%	29
2025 Q4	$1.82M	Buy	35,585 +2,037	+6%	+$104K	0.77%	28
2025 Q3	$1.71M	Buy	33,548 +338	+1%	+$16.8K	0.77%	25
2025 Q2	$1.66M	Sell	33,210 -12,094	-27%	-$604K	0.85%	24
2025 Q1	$2.32M	Sell	45,304 -1,407	-3%	-$72.9K	1.21%	21
2024 Q4	$2.42M	Sell	46,711 -335	-0.7%	-$17.5K	1.26%	21
2024 Q3	$2.5M	Sell	47,046 -46	-0.1%	-$2.41K	1.33%	20
2024 Q2	$2.43M	Sell	47,092 -498	-1%	-$25.7K	1.44%	19
2024 Q1	$2.49M	Sell	47,590 -1,474	-3%	-$76.1K	1.49%	19
2023 Q4	$2.53M	Buy	49,064 +697	+1%	+$34.5K	1.61%	19
2023 Q3	$2.37M	Buy	48,367 +449	+0.9%	+$22.7K	1.7%	18
2023 Q2	$2.46M	Buy	47,918 +434	+0.9%	+$22.2K	1.74%	18
2023 Q1	$2.46M	Buy	47,484 +2,583	+6%	+$133K	1.88%	17
2022 Q4	$2.27M	Sell	44,901 -2,745	-6%	-$139K	1.92%	17
2022 Q3	$2.41M	Buy	47,646 +276	+0.6%	+$14.7K	2.1%	18
2022 Q2	$2.55M	Buy	47,370 +428	+0.9%	+$23.4K	2.16%	18
2022 Q1	$2.59M	Buy	46,942 +5,110	+12%	+$306K	2.11%	17
2021 Q4	$2.61M	Buy	+41,832	New	+$2.6M	1.97%	19

Other funds holding HYD

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

RWP

Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Melone Private Wealth's HYD Position: Q2 2026 in Review

Melone Private Wealth increased its VanEck High Yield Muni ETF (HYD) stake by 0.95% in Q2 2026, buying an estimated $15.6K and bringing the position to 32,636 shares worth $1.68M. The position accounts for 0.64% of the portfolio, ranked #30.

Melone Private Wealth first reported a position in HYD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q4 2021. 147 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Melone Private Wealth held 32,636 shares of VanEck High Yield Muni ETF worth $1.68M as of Q2 2026.
Melone Private Wealth bought 306 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $15.6K.
VanEck High Yield Muni ETF made up 0.64% of Melone Private Wealth's portfolio in Q2 2026, its #30 holding.
Melone Private Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2021 and has held it in 19 quarters since.
Melone Private Wealth's VanEck High Yield Muni ETF position peaked at $2.61M in Q4 2021.
147 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Melone Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.