Plante Moran Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Plante Moran Financial 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
2025 Q2	–	Sell	-21	Closed	-$1.07K	–	814
2025 Q1	$1.07K	Buy	+21	New	+$1.09K	﹤0.01%	719
2023 Q4	–	Sell	-3	Closed	-$147	–	869
2023 Q3	$147	Buy	+3	New	+$152	﹤0.01%	734
2022 Q4	–	Sell	-308	Closed	-$15K	–	923
2022 Q3	$15K	Buy	+308	New	+$16.4K	﹤0.01%	516
2020 Q2	–	Sell	-317	Closed	-$17K	–	803
2020 Q1	$17K	Buy	+317	New	+$19.5K	0.01%	412
2016 Q1	–	Sell	-150	Closed	-$9K	–	939
2015 Q4	$9K	Buy	+150	New	+$9.21K	0.01%	597
2015 Q1	–	Sell	-141	Closed	-$9K	–	753
2014 Q4	$9K	Hold	141	–	–	0.01%	560
2014 Q3	$9K	Buy	+141	New	+$8.52K	0.01%	558

Other funds holding HYD

Bank of America

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SEI Investments

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return