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Orion Portfolio Solutions’s VanEck High Yield Muni ETF HYD Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$677K Sell
13,232
-5
-0% -$259 0.01% 1261
2024
Q4 		$687K Sell
13,237
-58
-0.4% -$3.03K 0.01% 1228
2024
Q3 		$706K Sell
13,295
-85
-0.6% -$4.45K 0.01% 1195
2024
Q2 		$691K Buy
+13,380
New +$691K 0.01% 1159
2023
Q4 		– Sell
-18,627
Closed -$914K – 1701
2023
Q3 		$914K Sell
18,627
-75
-0.4% -$3.8K 0.01% 966
2023
Q2 		$960K Buy
18,702
+148
+0.8% +$7.58K 0.01% 973
2023
Q1 		$960K Buy
18,554
+25
+0.1% +$1.29K 0.01% 894
2022
Q4 		$937K Buy
18,529
+12,341
+199% +$624K 0.03% 325
2022
Q3 		$309K Buy
+6,188
New +$330K 0.01% 559
2022
Q2 		– Sell
-6,704
Closed -$385K – 704
2022
Q1 		$385K Buy
6,704
+756
+13% +$45.2K 0.01% 496
2021
Q4 		$371K Buy
5,948
+1,540
+35% +$95.8K 0.01% 514
2021
Q3 		$275K Sell
4,408
-154
-3% -$9.77K 0.01% 546
2021
Q2 		$290K Sell
4,562
-881
-16% -$55.3K 0.01% 499
2021
Q1 		$338K Sell
5,443
-44
-0.8% -$2.73K 0.01% 403
2020
Q4 		$338K Sell
5,487
-1,000
-15% -$60.4K 0.02% 365
2020
Q3 		$388K Buy
6,487
+880
+16% +$52.7K 0.02% 307
2020
Q2 		$332K Buy
5,607
+361
+7% +$20.3K 0.02% 304
2020
Q1 		$274K Buy
5,246
+2,930
+127% +$180K 0.02% 272
2019
Q4 		$148K Buy
+2,316
New +$149K 0.01% 352

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Orion Portfolio Solutions's HYD Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its VanEck High Yield Muni ETF (HYD) stake by 0.04% in Q1 2025, selling an estimated $259 and leaving 13,232 shares worth $677K. The position accounts for 0.01% of the portfolio, ranked #1261.

Orion Portfolio Solutions first reported a position in HYD in Q4 2019 and has held it in 19 quarters since. The position peaked at $960K in Q2 2023. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Orion Portfolio Solutions held 13,232 shares of VanEck High Yield Muni ETF worth $677K as of Q1 2025.
  • Orion Portfolio Solutions sold 5 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $259.
  • VanEck High Yield Muni ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1261 holding.
  • Orion Portfolio Solutions first reported a position in VanEck High Yield Muni ETF in Q4 2019 and has held it in 19 quarters since.
  • Orion Portfolio Solutions's VanEck High Yield Muni ETF position peaked at $960K in Q2 2023.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.