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Naples Global Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Naples Global 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
-4,010
Closed -$207K – 413
2023
Q4 		$207K Sell
4,010
-345
-8% -$17.1K 0.02% 393
2023
Q3 		$214K Buy
+4,355
New +$220K 0.03% 376

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Naples Global Advisors's HYD Position: Q1 2024 in Review

Naples Global Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2024, closing a stake of 4,010 shares — an estimated $207K sold.

Naples Global Advisors first reported a position in HYD in Q3 2023 and held it in 2 quarters. The position peaked at $214K in Q3 2023. 306 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

  • Naples Global Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Naples Global Advisors sold 4,010 VanEck High Yield Muni ETF shares in Q1 2024, an estimated $207K.
  • Naples Global Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2023 and held it in 2 quarters.
  • Naples Global Advisors's VanEck High Yield Muni ETF position peaked at $214K in Q3 2023.
  • 306 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Naples Global Advisors's 13F filing for Q1 2024, filed 29 Apr 2024.