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

Pinnacle Family 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
2021 Q4	–	Sell	-9,843	Closed	-$615K	–	130
2021 Q3	$615K	Buy	+9,843	New	+$625K	0.28%	62
2018 Q4	–	Sell	-28,823	Closed	-$1.79M	–	65
2018 Q3	$1.79M	Sell	28,823 -111,725	-79%	-$7.01M	0.95%	25
2018 Q2	$8.85M	Buy	140,548 +98,243	+232%	+$6.13M	4.71%	9
2018 Q1	$2.62M	Buy	+42,305	New	+$2.62M	1.5%	17
2017 Q3	–	Sell	-39,260	Closed	-$2.43M	–	71
2017 Q2	$2.43M	Buy	+39,260	New	+$2.42M	1.35%	21

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Pinnacle Family Advisors's HYD Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of VanEck High Yield Muni ETF (HYD) in Q4 2021, closing a stake of 9,843 shares — an estimated $615K sold.

Pinnacle Family Advisors first reported a position in HYD in Q2 2017 and held it in 5 quarters. The position peaked at $8.85M in Q2 2018. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

Pinnacle Family Advisors reported no remaining VanEck High Yield Muni ETF position as of Q4 2021 after selling out during the quarter.
Pinnacle Family Advisors sold 9,843 VanEck High Yield Muni ETF shares in Q4 2021, an estimated $615K.
Pinnacle Family Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2017 and held it in 5 quarters.
Pinnacle Family Advisors's VanEck High Yield Muni ETF position peaked at $8.85M in Q2 2018.
339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Pinnacle Family Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.