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

Pinion Investment 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
Q2 		– Sell
-10,752
Closed -$562K – 150
2024
Q1 		$562K Hold
10,752
– – 0.29% 66
2023
Q4 		$555K Buy
10,752
+4,850
+82% +$240K 0.33% 62
2023
Q3 		$290K Hold
5,902
– – 0.19% 126
2023
Q2 		$303K Buy
+5,902
New +$302K 0.21% 128
2023
Q1 		– Sell
-4,602
Closed -$233K – 126
2022
Q4 		$233K Sell
4,602
-5,902
-56% -$298K 0.22% 111
2022
Q3 		$524K Hold
10,504
– – 0.46% 65
2022
Q2 		$566K Hold
10,504
– – 0.47% 68
2022
Q1 		$603K Hold
10,504
– – 0.42% 72
2021
Q4 		$656K Hold
10,504
– – 0.44% 71
2021
Q3 		$656K Hold
10,504
– – 0.53% 57
2021
Q2 		$668K Hold
10,504
– – 0.54% 61
2021
Q1 		$653K Hold
10,504
– – 0.6% 51
2020
Q4 		$646K Sell
10,504
-5,049
-32% -$305K 0.68% 47
2020
Q3 		$922K Hold
15,553
– – 1.39% 11
2020
Q2 		$922K Buy
15,553
+2,468
+19% +$139K 1.39% 11
2020
Q1 		$684K Buy
+13,085
New +$806K 1.47% 14
2019
Q1 		– Sell
-8,062
Closed -$492K – 120
2018
Q4 		$492K Sell
8,062
-1
-0% -$61 1.04% 35
2018
Q3 		$502K Sell
8,063
-6,450
-44% -$405K 0.96% 39
2018
Q2 		$913K Buy
14,513
+2,160
+17% +$135K 1.77% 4
2018
Q1 		$766K Buy
+12,353
New +$765K 1.64% 6

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 $570B 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 $4.62B AUM 29.71% 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 $1.01B AUM 37.65% 1-Year Est. Return

Pinion Investment Advisors's HYD Position: Q2 2024 in Review

Pinion Investment Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q2 2024, closing a stake of 10,752 shares — an estimated $562K sold.

Pinion Investment Advisors first reported a position in HYD in Q1 2018 and held it in 20 quarters. The position peaked at $922K in Q3 2020. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Pinion Investment Advisors reported no remaining VanEck High Yield Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Pinion Investment Advisors sold 10,752 VanEck High Yield Muni ETF shares in Q2 2024, an estimated $562K.
  • Pinion Investment Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2018 and held it in 20 quarters.
  • Pinion Investment Advisors's VanEck High Yield Muni ETF position peaked at $922K in Q3 2020.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Pinion Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.