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Petra Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Petra Financial Advisors’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
Q3 		– Sell
-4,007
Closed -$207K – 145
2024
Q2 		$207K Sell
4,007
-22
-0.5% -$1.14K 0.15% 115
2024
Q1 		$208K Hold
4,029
– – 0.15% 118
2023
Q4 		$208K Buy
+4,029
New +$200K 0.17% 108

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Petra Financial Advisors's HYD Position: Q3 2024 in Review

Petra Financial Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q3 2024, closing a stake of 4,007 shares — an estimated $207K sold.

Petra Financial Advisors first reported a position in HYD in Q4 2023 and held it in 3 quarters. The position peaked at $208K in Q1 2024. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

  • Petra Financial Advisors reported no remaining VanEck High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Petra Financial Advisors sold 4,007 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $207K.
  • Petra Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2023 and held it in 3 quarters.
  • Petra Financial Advisors's VanEck High Yield Muni ETF position peaked at $208K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on Petra Financial Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.