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 Q2	$8.35M	Buy	162,100 +12,671	+8%	+$647K	0.05%	300
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Merit Financial Group's HYD Position: Q2 2026 in Review

Merit Financial Group increased its VanEck High Yield Muni ETF (HYD) stake by 8.5% in Q2 2026, buying an estimated $647K and bringing the position to 162,100 shares worth $8.35M. The position accounts for 0.05% of the portfolio, ranked #300.

Merit Financial Group first reported a position in HYD in Q4 2021 and has held it in 12 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Merit Financial Group held 162,100 shares of VanEck High Yield Muni ETF worth $8.35M as of Q2 2026.
Merit Financial Group bought 12,671 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $647K.
VanEck High Yield Muni ETF made up 0.05% of Merit Financial Group's portfolio in Q2 2026, its #300 holding.
Merit Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2021 and has held it in 12 quarters since.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.