Summit Wealth Group (Colorado)’s VanEck High Yield Muni ETF HYD Stock Holding History

Summit Wealth Group (Colorado)’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	$529K	Buy	10,263 +40	+0.4%	+$2.04K	0.04%	209
2026 Q1	$513K	Buy	10,223 +3,847	+60%	+$196K	0.05%	179
2025 Q4	$326K	Sell	6,376 -121,955	-95%	-$6.22M	0.04%	203
2025 Q3	$6.3M	Buy	128,331 +122,235	+2,005%	+$6.08M	0.67%	26
2025 Q2	$306K	Buy	+6,096	New	+$304K	0.08%	176

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 Wealth Group (Colorado)'s HYD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its VanEck High Yield Muni ETF (HYD) stake by 0.39% in Q2 2026, buying an estimated $2.04K and bringing the position to 10,263 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #209.

Summit Wealth Group (Colorado) first reported a position in HYD in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.3M in Q3 2025. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Summit Wealth Group (Colorado) held 10,263 shares of VanEck High Yield Muni ETF worth $529K as of Q2 2026.
Summit Wealth Group (Colorado) bought 40 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $2.04K.
VanEck High Yield Muni ETF made up 0.04% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #209 holding.
Summit Wealth Group (Colorado) first reported a position in VanEck High Yield Muni ETF in Q2 2025 and has held it in 5 quarters since.
Summit Wealth Group (Colorado)'s VanEck High Yield Muni ETF position peaked at $6.3M in Q3 2025.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.