SWA
HYD icon

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

Stratos Wealth Advisors’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
2025
Q1 		– Sell
-4,874
Closed -$253K – 700
2024
Q4 		$253K Sell
4,874
-1,506
-24% -$78.8K 0.01% 617
2024
Q3 		$339K Sell
6,380
-1,344
-17% -$70.4K 0.02% 587
2024
Q2 		$399K Buy
7,724
+1,678
+28% +$86.6K 0.02% 519
2024
Q1 		$316K Buy
+6,046
New +$312K 0.02% 545
2023
Q4 		– Sell
-5,440
Closed -$267K – 707
2023
Q3 		$267K Sell
5,440
-4,120
-43% -$209K 0.02% 558
2023
Q2 		$491K Sell
9,560
-1,625
-15% -$83.3K 0.03% 433
2023
Q1 		$579K Buy
11,185
+2,990
+36% +$154K 0.04% 391
2022
Q4 		$414K Buy
+8,195
New +$414K 0.03% 430
2022
Q3 		– Sell
-3,890
Closed -$210K – 509
2022
Q2 		$210K Buy
+3,890
New +$212K 0.02% 483
2021
Q2 		– Sell
-3,858
Closed -$240K – 543
2021
Q1 		$240K Buy
3,858
+364
+10% +$22.6K 0.03% 434
2020
Q4 		$215K Buy
+3,494
New +$211K 0.03% 376

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return