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

Summit Financial’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	$631K	Sell	12,241 -1,011	-8%	-$51.7K	0.01%	1011
2026 Q1	$664K	Buy	13,252 +409	+3%	+$20.8K	0.01%	918
2025 Q4	$657K	Buy	12,843 +767	+6%	+$39.1K	0.01%	802
2025 Q3	$615K	Buy	12,076 +539	+5%	+$26.8K	0.01%	824
2025 Q2	$579K	Buy	11,537 +4,026	+54%	+$201K	0.01%	543
2025 Q1	$384K	Sell	7,511 -2,175	-22%	-$113K	0.01%	572
2024 Q4	$503K	Buy	9,686 +287	+3%	+$15K	0.02%	450
2024 Q3	$499K	Buy	9,399 +167	+2%	+$8.75K	0.02%	372
2024 Q2	$477K	Buy	+9,232	New	+$476K	0.02%	332

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

Summit Financial's HYD Position: Q2 2026 in Review

Summit Financial reduced its VanEck High Yield Muni ETF (HYD) stake by 7.6% in Q2 2026, selling an estimated $51.7K and leaving 12,241 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #1011.

Summit Financial first reported a position in HYD in Q2 2024 and has held it in 9 quarters since. The position peaked at $664K in Q1 2026. 370 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Summit Financial held 12,241 shares of VanEck High Yield Muni ETF worth $631K as of Q2 2026.
Summit Financial sold 1,011 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $51.7K.
VanEck High Yield Muni ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1011 holding.
Summit Financial first reported a position in VanEck High Yield Muni ETF in Q2 2024 and has held it in 9 quarters since.
Summit Financial's VanEck High Yield Muni ETF position peaked at $664K in Q1 2026.
370 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.