Summit Financial Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Summit Financial 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 Q1	$442K	Hold	8,455	–	–	0.16%	125
2023 Q4	$437K	Sell	8,455 -825	-9%	-$40.9K	0.17%	124
2023 Q3	$455K	Sell	9,280 -131	-1%	-$6.63K	0.19%	115
2023 Q2	$483K	Sell	9,411 -255	-3%	-$13.1K	0.19%	121
2023 Q1	$500K	Sell	9,666 -2,035	-17%	-$105K	0.19%	120
2022 Q4	$591K	Buy	11,701 +975	+9%	+$49.3K	0.23%	110
2022 Q3	$536K	Hold	10,726	–	–	0.22%	110
2022 Q2	$578K	Hold	10,726	–	–	0.22%	113
2022 Q1	$616K	Sell	10,726 -225	-2%	-$13.5K	0.21%	115
2021 Q4	$684K	Buy	10,951 +1,120	+11%	+$69.7K	0.22%	108
2021 Q3	$614K	Buy	9,831 +1,040	+12%	+$66K	0.22%	114
2021 Q2	$559K	Buy	+8,791	New	+$552K	0.21%	114

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Financial Group's HYD Position: Q1 2024 in Review

Summit Financial Group held its VanEck High Yield Muni ETF (HYD) position steady in Q1 2024 at 8,455 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #125.

Summit Financial Group first reported a position in HYD in Q2 2021 and has held it in 12 quarters since. The position peaked at $684K in Q4 2021. 305 funds tracked by Wall St. Rank hold HYD as of Q1 2024.

Summit Financial Group held 8,455 shares of VanEck High Yield Muni ETF worth $442K as of Q1 2024.
Summit Financial Group left its VanEck High Yield Muni ETF share count unchanged in Q1 2024.
VanEck High Yield Muni ETF made up 0.16% of Summit Financial Group's portfolio in Q1 2024, its #125 holding.
Summit Financial Group first reported a position in VanEck High Yield Muni ETF in Q2 2021 and has held it in 12 quarters since.
Summit Financial Group's VanEck High Yield Muni ETF position peaked at $684K in Q4 2021.
305 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.