Oakmont Advisory Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Oakmont Advisory 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
2026 Q2	$949K	Buy	18,430 +4,685	+34%	+$239K	0.8%	25
2026 Q1	$689K	Buy	13,745 +3,668	+36%	+$187K	0.7%	37
2025 Q4	$515K	Buy	+10,077	New	+$514K	0.55%	50

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Oakmont Advisory Group's HYD Position: Q2 2026 in Review

Oakmont Advisory Group increased its VanEck High Yield Muni ETF (HYD) stake by 34% in Q2 2026, buying an estimated $239K and bringing the position to 18,430 shares worth $949K. The position accounts for 0.8% of the portfolio, ranked #25.

Oakmont Advisory Group first reported a position in HYD in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Oakmont Advisory Group held 18,430 shares of VanEck High Yield Muni ETF worth $949K as of Q2 2026.
Oakmont Advisory Group bought 4,685 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $239K.
VanEck High Yield Muni ETF made up 0.8% of Oakmont Advisory Group's portfolio in Q2 2026, its #25 holding.
Oakmont Advisory Group first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
368 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.