Pinnacle Wealth Planning Services’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SHYD Stock Details SHYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-826,854	Closed	-$18M	–	486
2022 Q3	$18M	Hold	826,854	–	–	3.33%	5
2022 Q2	$18.6M	Buy	+826,854	New	+$18.7M	3.34%	5

Other funds holding SHYD

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pinnacle Wealth Planning Services's SHYD Position: Q4 2022 in Review

Pinnacle Wealth Planning Services sold out of VanEck Short High Yield Muni ETF (SHYD) in Q4 2022, closing a stake of 826,854 shares — an estimated $18M sold.

Pinnacle Wealth Planning Services first reported a position in SHYD in Q2 2022 and held it in 2 quarters. The position peaked at $18.6M in Q2 2022. 109 funds tracked by Wall St. Rank hold SHYD as of Q4 2022.

Pinnacle Wealth Planning Services reported no remaining VanEck Short High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 826,854 VanEck Short High Yield Muni ETF shares in Q4 2022, an estimated $18M.
Pinnacle Wealth Planning Services first reported a position in VanEck Short High Yield Muni ETF in Q2 2022 and held it in 2 quarters.
Pinnacle Wealth Planning Services's VanEck Short High Yield Muni ETF position peaked at $18.6M in Q2 2022.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q4 2022.

Based on Pinnacle Wealth Planning Services's 13F filing for Q4 2022, filed 13 Feb 2023.