Plancorp LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

Plancorp LLC’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	$1.78M	Buy	+34,821	New	+$1.78M	0.04%	141

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

Plancorp LLC's HYD Position: Q2 2026 in Review

Plancorp LLC opened a new position in VanEck High Yield Muni ETF (HYD) in Q2 2026: 34,821 shares worth $1.78M. The stake represents 0.04% of the portfolio and ranks #141 among its holdings.

371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Plancorp LLC held 34,821 shares of VanEck High Yield Muni ETF worth $1.78M as of Q2 2026.
VanEck High Yield Muni ETF was a new Plancorp LLC position in Q2 2026.
VanEck High Yield Muni ETF made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #141 holding.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.