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Owen LaRue’s VanEck High Yield Muni ETF HYD Stock Holding History

Owen LaRue’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
Q1 		$211K Sell
4,215
-5,910
-58% -$301K 0.08% 119
2025
Q4 		$518K Sell
10,125
-3,423
-25% -$175K 0.2% 81
2025
Q3 		$690K Sell
13,548
-2,101
-13% -$105K 0.27% 70
2025
Q2 		$786K Sell
15,649
-1,701
-10% -$84.9K 0.33% 63
2025
Q1 		$888K Buy
17,350
+942
+6% +$48.8K 0.44% 50
2024
Q4 		$852K Sell
16,408
-9,560
-37% -$500K 0.45% 46
2024
Q3 		$1.38M Buy
25,968
+5,101
+24% +$267K 0.73% 39
2024
Q2 		$1.08M Sell
20,867
-96,586
-82% -$4.98M 0.67% 36
2024
Q1 		$6.14M Buy
117,453
+80,790
+220% +$4.17M 3.84% 7
2023
Q4 		$1.89M Buy
36,663
+26,580
+264% +$1.32M 1.8% 16
2023
Q3 		$495K Sell
10,083
-38,002
-79% -$1.92M 0.54% 42
2023
Q2 		$2.46M Buy
48,085
+5,739
+14% +$294K 2.59% 10
2023
Q1 		$2.17M Hold
42,346
– – 2.34% 15
2022
Q4 		$2.17M Buy
+42,346
New +$2.14M 2.34% 15

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return