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

PFW 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
2026 Q2	$628K	Buy	12,186 +149	+1%	+$7.61K	0.18%	74
2026 Q1	$604K	Hold	12,037	–	–	0.19%	77
2025 Q4	$615K	Sell	12,037 -1,074	-8%	-$54.8K	0.19%	77
2025 Q3	$667K	Sell	13,111 -57	-0.4%	-$2.84K	0.2%	80
2025 Q2	$661K	Sell	13,168 -246	-2%	-$12.3K	0.2%	79
2025 Q1	$687K	Hold	13,414	–	–	0.22%	81
2024 Q4	$696K	Buy	+13,414	New	+$702K	0.21%	76
2024 Q2	$711K	Sell	13,771 -5,307	-28%	-$274K	0.23%	77
2024 Q1	$997K	Sell	19,078 -358	-2%	-$18.5K	0.3%	64
2023 Q4	$1M	Hold	19,436	–	–	0.32%	61
2023 Q3	$954K	Hold	19,436	–	–	0.34%	57
2023 Q2	$987K	Buy	+19,436	New	+$996K	0.33%	57
2019 Q3	$718K	Buy	+13,524	New	+$867K	0.22%	79

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFW Advisors's HYD Position: Q2 2026 in Review

PFW Advisors increased its VanEck High Yield Muni ETF (HYD) stake by 1.2% in Q2 2026, buying an estimated $7.61K and bringing the position to 12,186 shares worth $628K. The position accounts for 0.18% of the portfolio, ranked #74.

PFW Advisors first reported a position in HYD in Q3 2019 and has held it in 13 quarters since. The position peaked at $1M in Q4 2023. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

PFW Advisors held 12,186 shares of VanEck High Yield Muni ETF worth $628K as of Q2 2026.
PFW Advisors bought 149 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $7.61K.
VanEck High Yield Muni ETF made up 0.18% of PFW Advisors's portfolio in Q2 2026, its #74 holding.
PFW Advisors first reported a position in VanEck High Yield Muni ETF in Q3 2019 and has held it in 13 quarters since.
PFW Advisors's VanEck High Yield Muni ETF position peaked at $1M in Q4 2023.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.