Rooted Wealth Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Rooted Wealth 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
2026 Q1	$818K	Sell	15,965 -2,339	-13%	-$119K	0.22%	73
2025 Q4	$934K	Sell	18,304 -968	-5%	-$49.3K	0.26%	65
2025 Q3	$978K	Sell	19,272 -66	-0.3%	-$3.28K	0.3%	53
2025 Q2	$960K	Buy	19,338 +166	+0.9%	+$8.29K	0.33%	46
2025 Q1	$984K	Sell	19,172 -36	-0.2%	-$1.86K	0.42%	39
2024 Q4	$996K	Sell	19,208 -223	-1%	-$11.7K	0.39%	42
2024 Q3	$1.02M	Sell	19,431 -295	-1%	-$15.5K	0.46%	39
2024 Q2	$1.03M	Buy	19,726 +6,361	+48%	+$328K	0.46%	41
2024 Q1	$691K	Buy	13,365 +87	+0.7%	+$4.49K	0.34%	46
2023 Q4	$681K	Buy	+13,278	New	+$658K	0.36%	46

Other funds holding HYD

Bank of America

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

Fidelity Investments

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

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $528B AUM 27.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return