MGO One Seven’s VanEck High Yield Muni ETF HYD Stock Holding History

MGO One Seven’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
2025 Q3	–	Sell	-5,730	Closed	-$288K	–	1362
2025 Q2	$288K	Buy	+5,730	New	+$286K	0.01%	956
2019 Q2	–	Sell	-4,313	Closed	-$270K	–	424
2019 Q1	$270K	Buy	4,313 +2,078	+93%	+$128K	0.09%	302
2018 Q4	$136K	Buy	+2,235	New	+$136K	0.06%	370
2018 Q1	$136K	Hold	2,188	–	–	0.06%	351
2017 Q4	$137K	Buy	+2,188	New	+$137K	0.06%	358

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

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

Focus Partners Wealth

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return