Summit Wealth & Retirement Planning’s VanEck High Yield Muni ETF HYD Stock Holding History

Summit Wealth & Retirement Planning’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
2023 Q2	–	Sell	-3,958	Closed	-$205K	–	75
2023 Q1	$205K	Sell	3,958 -4,975	-56%	-$257K	0.08%	102
2022 Q4	$452K	Sell	8,933 -2,167	-20%	-$110K	0.18%	65
2022 Q3	$554K	Hold	11,100	–	–	0.22%	57
2022 Q2	$598K	Buy	11,100 +175	+2%	+$9.55K	0.23%	56
2022 Q1	$627K	Sell	10,925 -350	-3%	-$20.9K	0.22%	59
2021 Q4	$704K	Hold	11,275	–	–	0.24%	52
2021 Q3	$704K	Hold	11,275	–	–	0.26%	52
2021 Q2	$717K	Hold	11,275	–	–	0.27%	54
2021 Q1	$701K	Hold	11,275	–	–	0.26%	61
2020 Q4	$694K	Sell	11,275 -1,250	-10%	-$75.5K	0.26%	66
2020 Q3	$749K	Hold	12,525	–	–	0.32%	55
2020 Q2	$742K	Sell	12,525 -1,275	-9%	-$71.8K	0.35%	55
2020 Q1	$721K	Sell	13,800 -1,300	-9%	-$80.1K	0.39%	56
2019 Q4	$967K	Hold	15,100	–	–	0.43%	46
2019 Q3	$973K	Hold	15,100	–	–	0.59%	38
2019 Q2	$963K	Buy	15,100 +500	+3%	+$31.5K	0.56%	42
2019 Q1	$916K	Hold	14,600	–	–	0.54%	43
2018 Q4	$891K	Buy	+14,600	New	+$890K	0.68%	36

Other funds holding HYD

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

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

Summit Wealth & Retirement Planning's HYD Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of VanEck High Yield Muni ETF (HYD) in Q2 2023, closing a stake of 3,958 shares — an estimated $205K sold.

Summit Wealth & Retirement Planning first reported a position in HYD in Q4 2018 and held it in 18 quarters. The position peaked at $973K in Q3 2019. 284 funds tracked by Wall St. Rank hold HYD as of Q2 2023.

Summit Wealth & Retirement Planning reported no remaining VanEck High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 3,958 VanEck High Yield Muni ETF shares in Q2 2023, an estimated $205K.
Summit Wealth & Retirement Planning first reported a position in VanEck High Yield Muni ETF in Q4 2018 and held it in 18 quarters.
Summit Wealth & Retirement Planning's VanEck High Yield Muni ETF position peaked at $973K in Q3 2019.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.