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

Sowell Financial Services’s Portfolio SHYD Stock Details SHYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$215K Sell
9,393
-27,767
-75% -$631K 0.01% 1041
2026
Q1 		$842K Sell
37,160
-10,671
-22% -$245K 0.03% 481
2025
Q4 		$1.1M Buy
47,831
+369
+0.8% +$8.43K 0.04% 410
2025
Q3 		$1.09M Buy
47,462
+2,309
+5% +$52.4K 0.04% 402
2025
Q2 		$1.02M Buy
45,153
+1,892
+4% +$42.3K 0.04% 404
2025
Q1 		$973K Buy
43,261
+609
+1% +$13.8K 0.04% 395
2024
Q4 		$959K Sell
42,652
-12,616
-23% -$286K 0.05% 317
2024
Q3 		$1.26M Sell
55,268
-38,303
-41% -$861K 0.06% 311
2024
Q2 		$2.09M Sell
93,571
-568
-0.6% -$12.6K 0.1% 209
2024
Q1 		$2.11M Buy
94,139
+262
+0.3% +$5.82K 0.1% 224
2023
Q4 		$2.08M Sell
93,877
-819
-0.9% -$17.8K 0.11% 200
2023
Q3 		$2.05M Buy
94,696
+81,496
+617% +$1.8M 0.13% 179
2023
Q2 		$294K Buy
13,200
+435
+3% +$9.68K 0.02% 516
2023
Q1 		$285K Buy
12,765
+179
+1% +$4.01K 0.02% 576
2022
Q4 		$280K Sell
12,586
-874
-6% -$19.2K 0.02% 495
2022
Q3 		$293K Buy
+13,460
New +$305K 0.03% 374
2022
Q1 		– Sell
-15,797
Closed -$398K – 447
2021
Q4 		$398K Buy
15,797
+478
+3% +$12K 0.02% 456
2021
Q3 		$384K Buy
15,319
+4,135
+37% +$105K 0.03% 429
2021
Q2 		$285K Buy
11,184
+1,085
+11% +$27.4K 0.02% 475
2021
Q1 		$254K Buy
+10,099
New +$253K 0.01% 917

Other funds holding SHYD

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 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 SHYD Position: Q2 2026 in Review

Sowell Financial Services reduced its VanEck Short High Yield Muni ETF (SHYD) stake by 75% in Q2 2026, selling an estimated $631K and leaving 9,393 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1041.

Sowell Financial Services first reported a position in SHYD in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.11M in Q1 2024. 154 funds tracked by Wall St. Rank hold SHYD as of Q2 2026.

  • Sowell Financial Services held 9,393 shares of VanEck Short High Yield Muni ETF worth $215K as of Q2 2026.
  • Sowell Financial Services sold 27,767 VanEck Short High Yield Muni ETF shares in Q2 2026, an estimated $631K.
  • VanEck Short High Yield Muni ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1041 holding.
  • Sowell Financial Services first reported a position in VanEck Short High Yield Muni ETF in Q1 2021 and has held it in 20 quarters since.
  • Sowell Financial Services's VanEck Short High Yield Muni ETF position peaked at $2.11M in Q1 2024.
  • 154 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.