Steward Partners Investment Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

Steward Partners Investment Advisory’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 Q2	$1.28M	Sell	24,914 -147	-0.6%	-$7.51K	0.01%	1139
2026 Q1	$1.26M	Sell	25,061 -1,370	-5%	-$69.8K	0.01%	1044
2025 Q4	$1.35M	Buy	26,431 +416	+2%	+$21.2K	0.01%	935
2025 Q3	$1.32M	Buy	26,015 +1,652	+7%	+$82.2K	0.01%	932
2025 Q2	$1.22M	Sell	24,363 -2,116	-8%	-$106K	0.01%	903
2025 Q1	$1.36M	Buy	26,479 +442	+2%	+$22.9K	0.01%	798
2024 Q4	$1.35M	Buy	26,037 +2,920	+13%	+$153K	0.01%	765
2024 Q3	$1.23M	Buy	23,117 +13,105	+131%	+$686K	0.01%	785
2024 Q2	$517K	Sell	10,012 -406	-4%	-$21K	0.01%	1056
2024 Q1	$544K	Buy	10,418 +2,425	+30%	+$125K	0.01%	1028
2023 Q4	$413K	Buy	7,993 +847	+12%	+$42K	0.01%	1078
2023 Q3	$351K	Sell	7,146 -172	-2%	-$8.7K	0.01%	1063
2023 Q2	$376K	Sell	7,318 -2,740	-27%	-$140K	0.01%	1044
2023 Q1	$520K	Sell	10,058 -27,728	-73%	-$1.43M	0.01%	908
2022 Q4	$1.91M	Buy	37,786 +14,582	+63%	+$737K	0.03%	463
2022 Q3	$1.16M	Sell	23,204 -511	-2%	-$27.3K	0.02%	576
2022 Q2	$1.28M	Sell	23,715 -45	-0.2%	-$2.46K	0.02%	562
2022 Q1	$1.36M	Sell	23,760 -1,082	-4%	-$64.7K	0.02%	592
2021 Q4	$1.55M	Sell	24,842 -326	-1%	-$20.3K	0.02%	569
2021 Q3	$1.57M	Buy	25,168 +1,238	+5%	+$78.6K	0.03%	518
2021 Q2	$1.52M	Buy	23,930 +6,072	+34%	+$381K	0.03%	528
2021 Q1	$1.11M	Sell	17,858 -23	-0.1%	-$1.43K	0.02%	611
2020 Q4	$1.1M	Buy	17,881 +2,288	+15%	+$138K	0.02%	532
2020 Q3	$932K	Sell	15,593 -2,570	-14%	-$154K	0.02%	498
2020 Q2	$1.08M	Sell	18,163 -134	-0.7%	-$7.55K	0.03%	432
2020 Q1	$956K	Sell	18,297 -13,156	-42%	-$810K	0.04%	395
2019 Q4	$2.01M	Buy	31,453 +2,782	+10%	+$179K	0.06%	300
2019 Q3	$1.85M	Sell	28,671 -1,516	-5%	-$97.2K	0.06%	286
2019 Q2	$1.93M	Buy	30,187 +13,503	+81%	+$852K	0.07%	262
2019 Q1	$1.05M	Sell	16,684 -1,192	-7%	-$73.4K	0.04%	347
2018 Q4	$1.09M	Buy	17,876 +1,478	+9%	+$90K	0.05%	322
2018 Q3	$1.02M	Sell	16,398 -559	-3%	-$35.1K	0.05%	337
2018 Q2	$1.07M	Buy	16,957 +165	+1%	+$10.3K	0.06%	285
2018 Q1	$1.04M	Sell	16,792 -89	-0.5%	-$5.51K	0.07%	260
2017 Q4	$1.05M	Buy	16,881 +721	+4%	+$45K	0.08%	225
2017 Q3	$1.01M	Buy	16,160 +403	+3%	+$25.1K	0.1%	188
2017 Q2	$974K	Buy	15,757 +652	+4%	+$40.2K	0.11%	180
2017 Q1	$923K	Buy	15,105 +3,033	+25%	+$183K	0.14%	135
2016 Q4	$716K	Buy	+12,072	New	+$734K	0.33%	71

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Steward Partners Investment Advisory's HYD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its VanEck High Yield Muni ETF (HYD) stake by 0.59% in Q2 2026, selling an estimated $7.51K and leaving 24,914 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1139.

Steward Partners Investment Advisory first reported a position in HYD in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.01M in Q4 2019. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Steward Partners Investment Advisory held 24,914 shares of VanEck High Yield Muni ETF worth $1.28M as of Q2 2026.
Steward Partners Investment Advisory sold 147 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $7.51K.
VanEck High Yield Muni ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1139 holding.
Steward Partners Investment Advisory first reported a position in VanEck High Yield Muni ETF in Q4 2016 and has held it in 39 quarters since.
Steward Partners Investment Advisory's VanEck High Yield Muni ETF position peaked at $2.01M in Q4 2019.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.