Root Financial Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

Root Financial 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
2026 Q2	–	Sell	-41	Closed	-$2.06K	–	1673
2026 Q1	$2.06K	Buy	+41	New	+$2.09K	﹤0.01%	2301

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Root Financial Partners's HYD Position: Q2 2026 in Review

Root Financial Partners sold out of VanEck High Yield Muni ETF (HYD) in Q2 2026, closing a stake of 41 shares — an estimated $2.06K sold.

Root Financial Partners first reported a position in HYD in Q1 2026 and held it in 1 quarter. The position peaked at $2.06K in Q1 2026. 372 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Root Financial Partners reported no remaining VanEck High Yield Muni ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 41 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $2.06K.
Root Financial Partners first reported a position in VanEck High Yield Muni ETF in Q1 2026 and held it in 1 quarter.
Root Financial Partners's VanEck High Yield Muni ETF position peaked at $2.06K in Q1 2026.
372 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.