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

Reilly 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
2021
Q4 		$58K Buy
+933
New +$58.1K ﹤0.01% 378
2020
Q2 		– Sell
-137
Closed -$7K – 921
2020
Q1 		$7K Buy
+137
New +$8.44K ﹤0.01% 616

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Reilly Financial Advisors's HYD Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in VanEck High Yield Muni ETF (HYD) in Q4 2021: 933 shares worth $58K. The stake represents ﹤0.01% of the portfolio and ranks #378 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in HYD as recently as Q1 2020.

Reilly Financial Advisors first reported a position in HYD in Q1 2020 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold HYD as of Q4 2021.

  • Reilly Financial Advisors held 933 shares of VanEck High Yield Muni ETF worth $58K as of Q4 2021.
  • VanEck High Yield Muni ETF was a new Reilly Financial Advisors position in Q4 2021.
  • VanEck High Yield Muni ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #378 holding.
  • Reilly Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q1 2020 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.