Sage Mountain Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History

Sage Mountain 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 Q2	$350K	Sell	6,792 -2,720	-29%	-$139K	0.02%	166
2026 Q1	$477K	Sell	9,512 -6,333	-40%	-$323K	0.03%	137
2025 Q4	$810K	Hold	15,845	–	–	0.04%	192
2025 Q3	$807K	Sell	15,845 -17,200	-52%	-$856K	0.05%	193
2025 Q2	$1.66M	Sell	33,045 -775	-2%	-$38.7K	0.11%	87
2025 Q1	$1.73M	Sell	33,820 -233,236	-87%	-$12.1M	0.13%	83
2024 Q4	$13.9M	Buy	267,056 +249,120	+1,389%	+$13M	1.01%	16
2024 Q3	$952K	Sell	17,936 -7,400	-29%	-$388K	0.08%	115
2024 Q2	$1.31M	Sell	25,336 -2,763	-10%	-$143K	0.12%	80
2024 Q1	$1.47M	Sell	28,099 -359,754	-93%	-$18.6M	0.15%	72
2023 Q4	$20M	Buy	387,853 +378,547	+4,068%	+$18.8M	2.32%	9
2023 Q3	$457K	Buy	+9,306	New	+$471K	0.06%	121
2022 Q1	–	Sell	-3,656	Closed	-$228K	–	659
2021 Q4	$228K	Hold	3,656	–	–	0.03%	500
2021 Q3	$228K	Buy	3,656 +6	+0.2%	+$381	0.03%	413
2021 Q2	$232K	Hold	3,650	–	–	0.04%	364
2021 Q1	$227K	Sell	3,650 -98,220	-96%	-$6.1M	0.05%	280
2020 Q4	$6.27M	Buy	+101,870	New	+$6.15M	2.05%	10

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

Sage Mountain Advisors's HYD Position: Q2 2026 in Review

Sage Mountain Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 29% in Q2 2026, selling an estimated $139K and leaving 6,792 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #166.

Sage Mountain Advisors first reported a position in HYD in Q4 2020 and has held it in 17 quarters since. The position peaked at $20M in Q4 2023. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Sage Mountain Advisors held 6,792 shares of VanEck High Yield Muni ETF worth $350K as of Q2 2026.
Sage Mountain Advisors sold 2,720 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $139K.
VanEck High Yield Muni ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q2 2026, its #166 holding.
Sage Mountain Advisors first reported a position in VanEck High Yield Muni ETF in Q4 2020 and has held it in 17 quarters since.
Sage Mountain Advisors's VanEck High Yield Muni ETF position peaked at $20M in Q4 2023.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.