Next Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Next 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
2021 Q4	$223K	Sell	3,577 -15,217	-81%	-$947K	0.01%	851
2021 Q3	$1.17M	Buy	18,794 +6,167	+49%	+$391K	0.09%	240
2021 Q2	$803K	Buy	12,627 +12,546	+15,489%	+$788K	0.06%	310
2021 Q1	$5K	Sell	81 -3	-4%	-$186	﹤0.01%	2098
2020 Q4	$5K	Buy	+84	New	+$5.07K	﹤0.01%	1982
2017 Q1	–	Sell	-617	Closed	-$37K	–	2052
2016 Q4	$37K	Buy	617 +6	+1%	+$365	0.01%	1077
2016 Q3	$39K	Buy	+611	New	+$39.4K	0.01%	1054
2014 Q4	–	Sell	-119	Closed	-$7K	–	2098
2014 Q3	$7K	Sell	119 -341	-74%	-$20.6K	﹤0.01%	1928
2014 Q2	$28K	Buy	+460	New	+$27.7K	0.01%	498

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Next Financial Group's HYD Position: Q4 2021 in Review

Next Financial Group reduced its VanEck High Yield Muni ETF (HYD) stake by 81% in Q4 2021, selling an estimated $947K and leaving 3,577 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #851.

Next Financial Group first reported a position in HYD in Q2 2014 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2021. 338 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

Next Financial Group held 3,577 shares of VanEck High Yield Muni ETF worth $223K as of Q4 2021.
Next Financial Group sold 15,217 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $947K.
VanEck High Yield Muni ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #851 holding.
Next Financial Group first reported a position in VanEck High Yield Muni ETF in Q2 2014 and has held it in 9 quarters since.
Next Financial Group's VanEck High Yield Muni ETF position peaked at $1.17M in Q3 2021.
338 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.