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Sowell Financial Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Sowell Financial Services’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
2024
Q3 		– Sell
-13,992
Closed -$723K – 558
2024
Q2 		$723K Sell
13,992
-1,710
-11% -$88.3K 0.03% 384
2024
Q1 		$821K Buy
15,702
+436
+3% +$22.5K 0.04% 382
2023
Q4 		$788K Sell
15,266
-1,112
-7% -$55.1K 0.04% 369
2023
Q3 		$804K Buy
16,378
+1,906
+13% +$96.5K 0.05% 337
2023
Q2 		$743K Buy
14,472
+989
+7% +$50.7K 0.04% 403
2023
Q1 		$698K Sell
13,483
-1,667
-11% -$86.1K 0.05% 369
2022
Q4 		$766K Sell
15,150
-3,339
-18% -$169K 0.05% 358
2022
Q3 		$923K Buy
+18,489
New +$986K 0.09% 246
2021
Q2 		– Sell
-1,155
Closed -$72K – 1506
2021
Q1 		$72K Buy
1,155
+308
+36% +$19.1K ﹤0.01% 1506
2020
Q4 		$52K Sell
847
-1,595
-65% -$96.3K ﹤0.01% 1381
2020
Q3 		$146K Sell
2,442
-341
-12% -$20.4K 0.01% 839
2020
Q2 		$165K Sell
2,783
-29,604
-91% -$1.67M 0.01% 791
2020
Q1 		$1.69M Buy
32,387
+27,135
+517% +$1.67M 0.13% 178
2019
Q4 		$336K Buy
5,252
+2,483
+90% +$159K 0.03% 565
2019
Q3 		$178K Buy
+2,769
New +$178K 0.01% 677

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sowell Financial Services's HYD Position: Q3 2024 in Review

Sowell Financial Services sold out of VanEck High Yield Muni ETF (HYD) in Q3 2024, closing a stake of 13,992 shares — an estimated $723K sold.

Sowell Financial Services first reported a position in HYD in Q3 2019 and held it in 15 quarters. The position peaked at $1.69M in Q1 2020. 328 funds tracked by Wall St. Rank hold HYD as of Q3 2024.

  • Sowell Financial Services reported no remaining VanEck High Yield Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 13,992 VanEck High Yield Muni ETF shares in Q3 2024, an estimated $723K.
  • Sowell Financial Services first reported a position in VanEck High Yield Muni ETF in Q3 2019 and held it in 15 quarters.
  • Sowell Financial Services's VanEck High Yield Muni ETF position peaked at $1.69M in Q1 2020.
  • 328 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.