One Wealth Management Investment & Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

One Wealth Management Investment & Advisory Services’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 Q3	–	Sell	-4,375	Closed	-$226K	–	82
2024 Q2	$226K	Sell	4,375 -4,717	-52%	-$243K	0.09%	112
2024 Q1	$475K	Buy	+9,092	New	+$469K	0.19%	69

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

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

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

CMF

Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's HYD Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of VanEck High Yield Muni ETF (HYD) in Q3 2024, closing a stake of 4,375 shares — an estimated $226K sold.

One Wealth Management Investment & Advisory Services first reported a position in HYD in Q1 2024 and held it in 2 quarters. The position peaked at $475K in Q1 2024. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

One Wealth Management Investment & Advisory Services reported no remaining VanEck High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 4,375 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $226K.
One Wealth Management Investment & Advisory Services first reported a position in VanEck High Yield Muni ETF in Q1 2024 and held it in 2 quarters.
One Wealth Management Investment & Advisory Services's VanEck High Yield Muni ETF position peaked at $475K in Q1 2024.
328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.