OneAscent Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

OneAscent Financial 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
2026 Q2	$213K	Buy	4,128 +26	+0.6%	+$1.33K	0.01%	571
2026 Q1	$206K	Buy	+4,102	New	+$209K	0.01%	561
2025 Q2	–	Sell	-9,004	Closed	-$463K	–	550
2025 Q1	$463K	Buy	9,004 +10	+0.1%	+$518	0.03%	347
2024 Q4	$467K	Buy	+8,994	New	+$470K	0.04%	268
2024 Q3	–	Sell	-8,994	Closed	-$465K	–	250
2024 Q2	$465K	Hold	8,994	–	–	0.06%	156
2024 Q1	$470K	Sell	8,994 -7	-0.1%	-$361	0.05%	210
2023 Q4	$465K	Buy	+9,001	New	+$446K	0.06%	199

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

OneAscent Financial Services's HYD Position: Q2 2026 in Review

OneAscent Financial Services increased its VanEck High Yield Muni ETF (HYD) stake by 0.63% in Q2 2026, buying an estimated $1.33K and bringing the position to 4,128 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #571.

OneAscent Financial Services first reported a position in HYD in Q4 2023 and has held it in 7 quarters since. The position peaked at $470K in Q1 2024. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

OneAscent Financial Services held 4,128 shares of VanEck High Yield Muni ETF worth $213K as of Q2 2026.
OneAscent Financial Services bought 26 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $1.33K.
VanEck High Yield Muni ETF made up 0.01% of OneAscent Financial Services's portfolio in Q2 2026, its #571 holding.
OneAscent Financial Services first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 7 quarters since.
OneAscent Financial Services's VanEck High Yield Muni ETF position peaked at $470K in Q1 2024.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.