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

Selective 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
2022 Q4	–	Sell	-300	Closed	-$15K	–	380
2022 Q3	$15K	Hold	300	–	–	0.01%	469
2022 Q2	$16K	Hold	300	–	–	0.01%	498
2022 Q1	$17K	Hold	300	–	–	0.01%	471
2021 Q4	$19K	Hold	300	–	–	0.01%	415
2021 Q3	$19K	Buy	+300	New	+$19K	0.01%	363

Other funds holding HYD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Zions Bancorporation Salt Lake City, Utah $1.59B AUM 19.92% 1-Year Est. Return

Selective Wealth Management's HYD Position: Q4 2022 in Review

Selective Wealth Management sold out of VanEck High Yield Muni ETF (HYD) in Q4 2022, closing a stake of 300 shares — an estimated $15K sold.

Selective Wealth Management first reported a position in HYD in Q3 2021 and held it in 5 quarters. The position peaked at $19K in Q4 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q4 2022.

Selective Wealth Management reported no remaining VanEck High Yield Muni ETF position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 300 VanEck High Yield Muni ETF shares in Q4 2022, an estimated $15K.
Selective Wealth Management first reported a position in VanEck High Yield Muni ETF in Q3 2021 and held it in 5 quarters.
Selective Wealth Management's VanEck High Yield Muni ETF position peaked at $19K in Q4 2021.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.