MLA
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My Legacy Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

My Legacy Advisors’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
2024
Q1 		– Sell
-4,154
Closed -$214K – 217
2023
Q4 		$214K Sell
4,154
-549
-12% -$27.2K 0.08% 200
2023
Q3 		$224K Buy
+4,703
New +$238K 0.09% 190
2023
Q2 		– Sell
-6,557
Closed -$339K – 213
2023
Q1 		$339K Sell
6,557
-538
-8% -$27.8K 0.15% 174
2022
Q4 		$373K Sell
7,095
-20,235
-74% -$1.02M 0.16% 172
2022
Q3 		$1.36M Sell
27,330
-10,040
-27% -$535K 0.69% 33
2022
Q2 		$2.01M Buy
37,370
+10,950
+41% +$598K 1.01% 19
2022
Q1 		$1.52M Buy
+26,420
New +$1.58M 0.7% 30

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return