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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
2023
Q1 		– Sell
-112
Closed -$5.66K – 357
2022
Q4 		$5.66K Buy
+112
New +$5.66K ﹤0.01% 235
2022
Q1 		– Sell
-690
Closed -$43K – 368
2021
Q4 		$43K Buy
+690
New +$42.9K 0.03% 183

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 $570B 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Paladin Advisory Group's HYD Position: Q2 2024 in Review

Paladin Advisory Group sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 55 shares — an estimated $2.85K sold.

Paladin Advisory Group first reported a position in HYD in Q1 2022 and held it in 6 quarters. The position peaked at $21K in Q1 2022. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Paladin Advisory Group reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Paladin Advisory Group sold 55 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $2.85K.
  • Paladin Advisory Group first reported a position in VanEck High Yield Muni ETF in Q1 2022 and held it in 6 quarters.
  • Paladin Advisory Group's VanEck High Yield Muni ETF position peaked at $21K in Q1 2022.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Paladin Advisory Group's 13F filing for Q2 2024, filed 24 Jul 2024.