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Montag & Associates’s VanEck High Yield Muni ETF HYD Stock Holding History

Montag & Associates’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
2022
Q1 		– Sell
-556
Closed -$35K – 861
2021
Q4 		$35K Hold
556
– – ﹤0.01% 616
2021
Q3 		$35K Buy
+556
New +$35.3K ﹤0.01% 608

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Montag & Associates's HYD Position: Q1 2022 in Review

Montag & Associates sold out of VanEck High Yield Muni ETF (HYD) in Q1 2022, closing a stake of 556 shares — an estimated $35K sold.

Montag & Associates first reported a position in HYD in Q3 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 294 funds tracked by Wall St. Rank hold HYD as of Q1 2022.

  • Montag & Associates reported no remaining VanEck High Yield Muni ETF position as of Q1 2022 after selling out during the quarter.
  • Montag & Associates sold 556 VanEck High Yield Muni ETF shares in Q1 2022, an estimated $35K.
  • Montag & Associates first reported a position in VanEck High Yield Muni ETF in Q3 2021 and held it in 2 quarters.
  • Montag & Associates's VanEck High Yield Muni ETF position peaked at $35K in Q4 2021.
  • 294 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2022.

Based on Montag & Associates's 13F filing for Q1 2022, filed 2 May 2022.