Pacific Capital Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Pacific Capital Wealth Advisors’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
2023 Q1	–	Sell	-27,162	Closed	-$1.37M	–	90
2022 Q4	$1.37M	Sell	27,162 -2,492	-8%	-$126K	0.36%	41
2022 Q3	$1.48M	Sell	29,654 -1,312	-4%	-$70K	0.4%	41
2022 Q2	$1.67M	Sell	30,966 -636	-2%	-$34.7K	0.46%	44
2022 Q1	$1.81M	Buy	31,602 +11	+0%	+$658	0.52%	41
2021 Q4	$1.97M	Sell	31,591 -435	-1%	-$27.1K	0.57%	42
2021 Q3	$2M	Sell	32,026 -2,573	-7%	-$163K	0.64%	41
2021 Q2	$2.2M	Buy	34,599 +6	+0%	+$377	1.11%	26
2021 Q1	$2.15M	Buy	34,593 +1,223	+4%	+$76K	1.2%	25
2020 Q4	$2.05M	Sell	33,370 -18,854	-36%	-$1.14M	1.17%	25
2020 Q3	$3.12M	Sell	52,224 -40	-0.1%	-$2.4K	1.86%	19
2020 Q2	$3.1M	Buy	52,264 +4,176	+9%	+$235K	2.1%	16
2020 Q1	$2.51M	Sell	48,088 -398	-0.8%	-$24.5K	1.9%	23
2019 Q4	$3.11M	Buy	+48,486	New	+$3.11M	2.07%	20

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Pacific Capital Wealth Advisors's HYD Position: Q1 2023 in Review

Pacific Capital Wealth Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 27,162 shares — an estimated $1.37M sold.

Pacific Capital Wealth Advisors first reported a position in HYD in Q4 2019 and held it in 13 quarters. The position peaked at $3.12M in Q3 2020. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

Pacific Capital Wealth Advisors reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 27,162 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $1.37M.
Pacific Capital Wealth Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2019 and held it in 13 quarters.
Pacific Capital Wealth Advisors's VanEck High Yield Muni ETF position peaked at $3.12M in Q3 2020.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.