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Proquility Private Wealth Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Proquility Private Wealth Partners’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
Q1 		$1.03M Buy
20,213
+8,610
+74% +$446K 0.32% 76
2024
Q4 		$602K Sell
11,603
-5,690
-33% -$298K 0.19% 76
2024
Q3 		$918K Sell
17,293
-5,842
-25% -$306K 0.29% 77
2024
Q2 		$1.19M Sell
23,135
-1,364
-6% -$70.4K 0.41% 63
2024
Q1 		$1.28M Buy
24,499
+17,926
+273% +$925K 0.44% 64
2023
Q4 		$339K Sell
6,573
-11,220
-63% -$556K 0.13% 87
2023
Q3 		$873K Sell
17,793
-568
-3% -$28.7K 0.36% 70
2023
Q2 		$943K Sell
18,361
-89
-0.5% -$4.56K 0.37% 68
2023
Q1 		$955K Buy
18,450
+5,404
+41% +$279K 0.38% 67
2022
Q4 		$659K Sell
13,046
-5,595
-30% -$283K 0.27% 74
2022
Q3 		$931K Buy
18,641
+6,427
+53% +$343K 0.43% 61
2022
Q2 		$658K Sell
12,214
-748
-6% -$40.8K 0.28% 78
2022
Q1 		$697K Buy
12,962
+103
+0.8% +$6.16K 0.29% 75
2021
Q4 		$772K Sell
12,859
-1,548
-11% -$96.3K 0.27% 78
2021
Q3 		$900K Sell
14,407
-5,031
-26% -$319K 0.34% 67
2021
Q2 		$1.24M Sell
19,438
-808
-4% -$50.8K 0.46% 63
2021
Q1 		$1.26M Buy
20,246
+3,535
+21% +$220K 0.5% 59
2020
Q4 		$1.03M Buy
+16,711
New +$1.01M 0.47% 55

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
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

Proquility Private Wealth Partners's HYD Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its VanEck High Yield Muni ETF (HYD) stake by 74% in Q1 2025, buying an estimated $446K and bringing the position to 20,213 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #76.

Proquility Private Wealth Partners first reported a position in HYD in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.28M in Q1 2024. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2025.

  • Proquility Private Wealth Partners held 20,213 shares of VanEck High Yield Muni ETF worth $1.03M as of Q1 2025.
  • Proquility Private Wealth Partners bought 8,610 VanEck High Yield Muni ETF shares in Q1 2025, an estimated $446K.
  • VanEck High Yield Muni ETF made up 0.32% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #76 holding.
  • Proquility Private Wealth Partners first reported a position in VanEck High Yield Muni ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's VanEck High Yield Muni ETF position peaked at $1.28M in Q1 2024.
  • 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.