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

Revisor 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
Q3 		– Sell
-4,318
Closed -$222K – 167
2023
Q2 		$222K Hold
4,318
– – 0.2% 147
2023
Q1 		$223K Buy
+4,318
New +$223K 0.2% 145

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Revisor Wealth Management's HYD Position: Q3 2023 in Review

Revisor Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q3 2023, closing a stake of 4,318 shares — an estimated $222K sold.

Revisor Wealth Management first reported a position in HYD in Q1 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2023. 287 funds tracked by Wall St. Rank hold HYD as of Q3 2023.

  • Revisor Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Revisor Wealth Management sold 4,318 VanEck High Yield Muni ETF shares in Q3 2023, an estimated $222K.
  • Revisor Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2023 and held it in 2 quarters.
  • Revisor Wealth Management's VanEck High Yield Muni ETF position peaked at $223K in Q1 2023.
  • 287 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2023.

Based on Revisor Wealth Management's 13F filing for Q3 2023, filed 16 Nov 2023.