Paladin Advisory Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Paladin Advisory Group’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 Q2	–	Sell	-55	Closed	-$2.85K	–	228
2024 Q1	$2.85K	Hold	55	–	–	﹤0.01%	214
2023 Q4	$2.84K	Sell	55 -57	-51%	-$2.82K	﹤0.01%	217
2023 Q3	$5.5K	Hold	112	–	–	﹤0.01%	231
2023 Q2	$5.75K	Hold	112	–	–	﹤0.01%	234
2023 Q1	$5.79K	Buy	+112	New	+$5.78K	﹤0.01%	235
2022 Q4	–	Hold	0	–	–	–	369
2022 Q2	–	Sell	-381	Closed	-$21K	–	373
2022 Q1	$21K	Buy	+381	New	+$22.8K	0.02%	208
2021 Q4	–	Hold	0	–	–	–	371

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

Focus Partners Wealth

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

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

Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return

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

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $666M AUM 13.83% 1-Year Est. Return