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Peterson Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Peterson Wealth Management’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
-8,578
Closed -$448K – 56
2024
Q1 		$448K Sell
8,578
-584
-6% -$30.1K 0.32% 47
2023
Q4 		$473K Sell
9,162
-13,687
-60% -$678K 0.43% 42
2023
Q3 		$1.12M Sell
22,849
-8,785
-28% -$445K 0.92% 28
2023
Q2 		$1.62M Buy
31,634
+5,936
+23% +$304K 1.29% 20
2023
Q1 		$1.33M Sell
25,698
-562
-2% -$29K 1.27% 23
2022
Q4 		$1.33M Sell
26,260
-4,460
-15% -$225K 1.35% 20
2022
Q3 		$1.53M Buy
30,720
+1,181
+4% +$63K 1.43% 20
2022
Q2 		$1.59M Sell
29,539
-9,309
-24% -$508K 2.06% 15
2022
Q1 		$2.23M Buy
38,848
+22,170
+133% +$1.33M 1.5% 20
2021
Q4 		$1.04M Buy
16,678
+1,045
+7% +$65K 0.7% 41
2021
Q3 		$977K Sell
15,633
-657
-4% -$41.7K 0.76% 40
2021
Q2 		$1.04M Buy
16,290
+9,890
+155% +$621K 0.81% 40
2021
Q1 		$398K Buy
+6,400
New +$397K 0.34% 41

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
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 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 $666M AUM 13.83% 1-Year Est. Return