Spurstone Advisory Services’s VanEck High Yield Muni ETF HYD Stock Holding History

Spurstone Advisory 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
2026 Q3	$625	Sell	13 -8	-38%	-$400	0.01%	75
2026 Q2	$1.08K	Buy	+21	New	+$1.07K	0.01%	66
2026 Q1	–	Sell	-13	Closed	-$665	–	89
2025 Q4	$665	Hold	13	–	–	0.01%	74
2025 Q3	$661	Hold	13	–	–	0.01%	91
2025 Q2	$652	Hold	13	–	–	0.01%	115
2025 Q1	$665	Hold	13	–	–	0.01%	79
2024 Q4	$674	Buy	+13	New	+$680	0.01%	65

Other funds holding HYD

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Revolve Wealth Partners Hackensack, New Jersey $959M AUM 16.43% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Spurstone Advisory Services's HYD Position: Q3 2026 in Review

Spurstone Advisory Services reduced its VanEck High Yield Muni ETF (HYD) stake by 38% in Q3 2026, selling an estimated $400 and leaving 13 shares worth $625. The position accounts for 0.01% of the portfolio, ranked #75.

Spurstone Advisory Services first reported a position in HYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08K in Q2 2026. 221 funds tracked by Wall St. Rank hold HYD as of Q3 2026.

Spurstone Advisory Services held 13 shares of VanEck High Yield Muni ETF worth $625 as of Q3 2026.
Spurstone Advisory Services sold 8 VanEck High Yield Muni ETF shares in Q3 2026, an estimated $400.
VanEck High Yield Muni ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #75 holding.
Spurstone Advisory Services first reported a position in VanEck High Yield Muni ETF in Q4 2024 and has held it in 7 quarters since.
Spurstone Advisory Services's VanEck High Yield Muni ETF position peaked at $1.08K in Q2 2026.
221 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.