Trivium Point Advisory’s VanEck High Yield Muni ETF HYD Stock Holding History

Trivium Point Advisory’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	$4.23M	Buy	82,036 +7,165	+10%	+$366K	0.38%	67
2026 Q1	$3.75M	Buy	74,871 +1,500	+2%	+$76.5K	0.68%	34
2025 Q4	$3.75M	Buy	73,371 +6,740	+10%	+$344K	0.38%	71
2025 Q3	$3.39M	Buy	66,631 +180	+0.3%	+$8.96K	0.35%	73
2025 Q2	$3.34M	Sell	66,451 -3,399	-5%	-$170K	0.36%	77
2025 Q1	$3.57M	Buy	69,850 +808	+1%	+$41.9K	0.44%	65
2024 Q4	$3.58M	Buy	69,042 +4,398	+7%	+$230K	0.45%	63
2024 Q3	$3.37M	Buy	64,644 +529	+0.8%	+$27.7K	0.47%	68
2024 Q2	$3.31M	Buy	64,115 +2,179	+4%	+$112K	0.49%	58
2024 Q1	$3.24M	Buy	61,936 +2,775	+5%	+$143K	0.7%	44
2023 Q4	$3.05M	Buy	59,161 +15,511	+36%	+$768K	0.74%	43
2023 Q3	$2.1M	Buy	43,650 +653	+2%	+$33K	0.58%	60
2023 Q2	$2.21M	Buy	42,997 +1,740	+4%	+$89.1K	0.6%	56
2023 Q1	$2.13M	Buy	41,257 +5,259	+15%	+$272K	0.58%	56
2022 Q4	$1.86M	Buy	35,998 +24,252	+206%	+$1.23M	0.54%	64
2022 Q3	$594K	Buy	11,746 +3,655	+45%	+$195K	0.18%	132
2022 Q2	$436K	Buy	8,091 +2,019	+33%	+$110K	0.13%	148
2022 Q1	$347K	Buy	+6,072	New	+$363K	0.08%	185

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

Trivium Point Advisory's HYD Position: Q2 2026 in Review

Trivium Point Advisory increased its VanEck High Yield Muni ETF (HYD) stake by 9.6% in Q2 2026, buying an estimated $366K and bringing the position to 82,036 shares worth $4.23M. The position accounts for 0.38% of the portfolio, ranked #67.

Trivium Point Advisory first reported a position in HYD in Q1 2022 and has held it in 18 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Trivium Point Advisory held 82,036 shares of VanEck High Yield Muni ETF worth $4.23M as of Q2 2026.
Trivium Point Advisory bought 7,165 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $366K.
VanEck High Yield Muni ETF made up 0.38% of Trivium Point Advisory's portfolio in Q2 2026, its #67 holding.
Trivium Point Advisory first reported a position in VanEck High Yield Muni ETF in Q1 2022 and has held it in 18 quarters since.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.