QP Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

QP Wealth Management’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
2023 Q1	–	Sell	-20,575	Closed	-$1.04M	–	67
2022 Q4	$1.04M	Buy	+20,575	New	+$1.04M	1.62%	25
2022 Q3	–	Sell	-5,450	Closed	-$293K	–	66
2022 Q2	$293K	Buy	+5,450	New	+$298K	0.4%	51

Other funds holding HYD

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

QP Wealth Management's HYD Position: Q1 2023 in Review

QP Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 20,575 shares — an estimated $1.04M sold.

QP Wealth Management first reported a position in HYD in Q2 2022 and held it in 2 quarters. The position peaked at $1.04M in Q4 2022. 283 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

QP Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
QP Wealth Management sold 20,575 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $1.04M.
QP Wealth Management first reported a position in VanEck High Yield Muni ETF in Q2 2022 and held it in 2 quarters.
QP Wealth Management's VanEck High Yield Muni ETF position peaked at $1.04M in Q4 2022.
283 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on QP Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.