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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 $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Peterson Wealth Management's HYD Position: Q2 2024 in Review

Peterson Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 8,578 shares — an estimated $448K sold.

Peterson Wealth Management first reported a position in HYD in Q1 2021 and held it in 13 quarters. The position peaked at $2.23M in Q1 2022. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Peterson Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Peterson Wealth Management sold 8,578 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $448K.
  • Peterson Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2021 and held it in 13 quarters.
  • Peterson Wealth Management's VanEck High Yield Muni ETF position peaked at $2.23M in Q1 2022.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Peterson Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.