MFG
HYD icon

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

Merit 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 		$7.49M Buy
149,429
+25,944
+21% +$1.32M 0.06% 290
2025
Q4 		$6.31M Buy
123,485
+6,635
+6% +$338K 0.05% 301
2025
Q3 		$5.95M Sell
116,850
-7,868
-6% -$391K 0.05% 277
2025
Q2 		$6.26M Buy
124,718
+76,576
+159% +$3.82M 0.07% 219
2025
Q1 		$2.46M Buy
+48,142
New +$2.49M 0.04% 369
2024
Q1 		– Sell
-6,960
Closed -$359K – 887
2023
Q4 		$359K Sell
6,960
-30,164
-81% -$1.49M 0.01% 573
2023
Q3 		$1.82M Sell
37,124
-5,712
-13% -$289K 0.06% 235
2023
Q2 		$2.2M Buy
42,836
+29,768
+228% +$1.53M 0.07% 207
2023
Q1 		$676K Buy
+13,068
New +$675K 0.02% 341
2022
Q4 		– Sell
-4,366
Closed -$218K – 704
2022
Q3 		$218K Buy
+4,366
New +$233K 0.01% 509
2022
Q1 		– Sell
-12,744
Closed -$796K – 387
2021
Q4 		$796K Buy
+12,744
New +$793K 0.08% 126

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return