Processus Wealth & Capital Management’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Processus Wealth & Capital Management’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
2024 Q1	–	Sell	-12,570	Closed	-$278K	–	38
2023 Q4	$278K	Buy	+12,570	New	+$273K	0.28%	40

Other funds holding SHYD

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

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

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

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

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

FFA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Processus Wealth & Capital Management's SHYD Position: Q1 2024 in Review

Processus Wealth & Capital Management sold out of VanEck Short High Yield Muni ETF (SHYD) in Q1 2024, closing a stake of 12,570 shares — an estimated $278K sold.

Processus Wealth & Capital Management first reported a position in SHYD in Q4 2023 and held it in 1 quarter. The position peaked at $278K in Q4 2023. 109 funds tracked by Wall St. Rank hold SHYD as of Q1 2024.

Processus Wealth & Capital Management reported no remaining VanEck Short High Yield Muni ETF position as of Q1 2024 after selling out during the quarter.
Processus Wealth & Capital Management sold 12,570 VanEck Short High Yield Muni ETF shares in Q1 2024, an estimated $278K.
Processus Wealth & Capital Management first reported a position in VanEck Short High Yield Muni ETF in Q4 2023 and held it in 1 quarter.
Processus Wealth & Capital Management's VanEck Short High Yield Muni ETF position peaked at $278K in Q4 2023.
109 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q1 2024.

Based on Processus Wealth & Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.