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

Omega 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
Q2 		– Sell
-15,294
Closed -$951K – 62
2021
Q1 		$951K Hold
15,294
– – 0.48% 44
2020
Q4 		$941K Buy
+15,294
New +$924K 0.51% 43

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NAM
NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NAM
Newfleet Asset Management Hartford, Connecticut $2.05M AUM 27.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AFIMH
American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

Omega Financial Group's HYD Position: Q2 2021 in Review

Omega Financial Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2021, closing a stake of 15,294 shares — an estimated $951K sold.

Omega Financial Group first reported a position in HYD in Q4 2020 and held it in 2 quarters. The position peaked at $951K in Q1 2021. 295 funds tracked by Wall St. Rank hold HYD as of Q2 2021.

  • Omega Financial Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2021 after selling out during the quarter.
  • Omega Financial Group sold 15,294 VanEck High Yield Muni ETF shares in Q2 2021, an estimated $951K.
  • Omega Financial Group first reported a position in VanEck High Yield Muni ETF in Q4 2020 and held it in 2 quarters.
  • Omega Financial Group's VanEck High Yield Muni ETF position peaked at $951K in Q1 2021.
  • 295 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2021.

Based on Omega Financial Group's 13F filing for Q2 2021, filed 16 Aug 2021.