SFS
HYD icon

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

Sunrise Financial Services’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 		$371K Buy
7,199
+426
+6% +$21.8K 0.22% 43
2026
Q1 		$340K Buy
6,773
+321
+5% +$16.4K 0.24% 41
2025
Q4 		$330K Buy
+6,452
New +$329K 0.25% 38

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
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
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sunrise Financial Services's HYD Position: Q2 2026 in Review

Sunrise Financial Services increased its VanEck High Yield Muni ETF (HYD) stake by 6.3% in Q2 2026, buying an estimated $21.8K and bringing the position to 7,199 shares worth $371K. The position accounts for 0.22% of the portfolio, ranked #43.

Sunrise Financial Services first reported a position in HYD in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

  • Sunrise Financial Services held 7,199 shares of VanEck High Yield Muni ETF worth $371K as of Q2 2026.
  • Sunrise Financial Services bought 426 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $21.8K.
  • VanEck High Yield Muni ETF made up 0.22% of Sunrise Financial Services's portfolio in Q2 2026, its #43 holding.
  • Sunrise Financial Services first reported a position in VanEck High Yield Muni ETF in Q4 2025 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

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