Patriot Financial Group Insurance Agency’s VanEck High Yield Muni ETF HYD Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-3,550	Closed	-$191K	–	1079
2022 Q2	$191K	Buy	3,550 +1,822	+105%	+$99.5K	0.04%	394
2022 Q1	$99K	Sell	1,728 -2,519	-59%	-$151K	0.02%	591
2021 Q4	$265K	Sell	4,247 -153	-3%	-$9.52K	0.04%	384
2021 Q3	$275K	Buy	4,400 +2,692	+158%	+$171K	0.05%	362
2021 Q2	$109K	Buy	1,708 +343	+25%	+$21.5K	0.02%	598
2021 Q1	$85K	Buy	1,365 +651	+91%	+$40.4K	0.02%	607
2020 Q4	$44K	Sell	714 -145	-17%	-$8.76K	0.01%	726
2020 Q3	$51K	Hold	859	–	–	0.02%	535
2020 Q2	$51K	Buy	859 +560	+187%	+$31.5K	0.02%	511
2020 Q1	$16K	Buy	299 +73	+32%	+$4.5K	0.01%	714
2019 Q4	$14K	Buy	226 +32	+16%	+$2.06K	0.01%	763
2019 Q3	$12K	Hold	194	–	–	0.01%	766
2019 Q2	$12K	Hold	194	–	–	0.01%	763
2019 Q1	$12K	Buy	+194	New	+$12K	0.01%	668
2018 Q4	–	Sell	-73	Closed	-$5K	–	1044
2018 Q3	$5K	Buy	+73	New	+$4.58K	﹤0.01%	736

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

DADC

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HYD Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck High Yield Muni ETF (HYD) in Q3 2022, closing a stake of 3,550 shares — an estimated $191K sold.

Patriot Financial Group Insurance Agency first reported a position in HYD in Q3 2018 and held it in 15 quarters. The position peaked at $275K in Q3 2021. 256 funds tracked by Wall St. Rank hold HYD as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VanEck High Yield Muni ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 3,550 VanEck High Yield Muni ETF shares in Q3 2022, an estimated $191K.
Patriot Financial Group Insurance Agency first reported a position in VanEck High Yield Muni ETF in Q3 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's VanEck High Yield Muni ETF position peaked at $275K in Q3 2021.
256 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.