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Spotlight Asset Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Spotlight Asset Group’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
Q2 		$12.6K Hold
244
– – 0.01% 185
2024
Q1 		$12.8K Hold
244
– – 0.01% 192
2023
Q4 		$12K Hold
244
– – 0.01% 190
2023
Q3 		$12K Sell
244
-683
-74% -$34.6K 0.01% 190
2023
Q2 		$47.6K Buy
+927
New +$47.5K 0.04% 141

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return

Spotlight Asset Group's HYD Position: Q2 2024 in Review

Spotlight Asset Group held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2024 at 244 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #185.

Spotlight Asset Group first reported a position in HYD in Q2 2023 and has held it in 5 quarters since. The position peaked at $47.6K in Q2 2023. 317 funds tracked by Wall St. Rank hold HYD as of Q2 2024.

  • Spotlight Asset Group held 244 shares of VanEck High Yield Muni ETF worth $12.6K as of Q2 2024.
  • Spotlight Asset Group left its VanEck High Yield Muni ETF share count unchanged in Q2 2024.
  • VanEck High Yield Muni ETF made up 0.01% of Spotlight Asset Group's portfolio in Q2 2024, its #185 holding.
  • Spotlight Asset Group first reported a position in VanEck High Yield Muni ETF in Q2 2023 and has held it in 5 quarters since.
  • Spotlight Asset Group's VanEck High Yield Muni ETF position peaked at $47.6K in Q2 2023.
  • 317 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.