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Transform Wealth’s VanEck High Yield Muni ETF HYD Stock Holding History

Transform Wealth’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
Q1 		– Sell
-51,992
Closed -$2.63M – 258
2022
Q4 		$2.63M Buy
+51,992
New +$2.63M 0.29% 87

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
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

Transform Wealth's HYD Position: Q1 2023 in Review

Transform Wealth sold out of VanEck High Yield Muni ETF (HYD) in Q1 2023, closing a stake of 51,992 shares — an estimated $2.63M sold.

Transform Wealth first reported a position in HYD in Q4 2022 and held it in 1 quarter. The position peaked at $2.63M in Q4 2022. 284 funds tracked by Wall St. Rank hold HYD as of Q1 2023.

  • Transform Wealth reported no remaining VanEck High Yield Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Transform Wealth sold 51,992 VanEck High Yield Muni ETF shares in Q1 2023, an estimated $2.63M.
  • Transform Wealth first reported a position in VanEck High Yield Muni ETF in Q4 2022 and held it in 1 quarter.
  • Transform Wealth's VanEck High Yield Muni ETF position peaked at $2.63M in Q4 2022.
  • 284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2023.

Based on Transform Wealth's 13F filing for Q1 2023, filed 14 Apr 2023.