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

SteelPeak Wealth’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 Q2	–	Sell	-5,550	Closed	-$319K	–	438
2022 Q1	$319K	Hold	5,550	–	–	0.02%	345
2021 Q4	$346K	Buy	5,550 +800	+17%	+$49.8K	0.02%	310
2021 Q3	$297K	Buy	4,750 +1,550	+48%	+$98.3K	0.02%	334
2021 Q2	$204K	Buy	+3,200	New	+$201K	0.01%	398

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

SteelPeak Wealth's HYD Position: Q2 2022 in Review

SteelPeak Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q2 2022, closing a stake of 5,550 shares — an estimated $319K sold.

SteelPeak Wealth first reported a position in HYD in Q2 2021 and held it in 4 quarters. The position peaked at $346K in Q4 2021. 282 funds tracked by Wall St. Rank hold HYD as of Q2 2022.

SteelPeak Wealth reported no remaining VanEck High Yield Muni ETF position as of Q2 2022 after selling out during the quarter.
SteelPeak Wealth sold 5,550 VanEck High Yield Muni ETF shares in Q2 2022, an estimated $319K.
SteelPeak Wealth first reported a position in VanEck High Yield Muni ETF in Q2 2021 and held it in 4 quarters.
SteelPeak Wealth's VanEck High Yield Muni ETF position peaked at $346K in Q4 2021.
282 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2022.

Based on SteelPeak Wealth's 13F filing for Q2 2022, filed 2 Aug 2022.