United Advisor Group’s VanEck High Yield Muni ETF HYD Stock Holding History

United Advisor Group’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 Q3	$764K	Sell	15,915 -5,007	-24%	-$250K	0.07%	268
2026 Q2	$1.08M	Buy	20,922 +3,707	+22%	+$189K	0.11%	205
2026 Q1	$863K	Buy	17,215 +8,308	+93%	+$423K	0.11%	210
2025 Q4	$455K	Buy	8,907 +195	+2%	+$9.9K	0.06%	295
2025 Q3	$443K	Buy	8,712 +204	+2%	+$10.1K	0.06%	283
2025 Q2	$427K	Buy	8,508 +3,599	+73%	+$180K	0.07%	250
2025 Q1	$251K	Buy	4,909 +341	+7%	+$17.7K	0.05%	304
2024 Q4	$237K	Sell	4,568 -36	-0.8%	-$1.88K	0.05%	327
2024 Q3	$244K	Buy	4,604 +19	+0.4%	+$995	0.06%	299
2024 Q2	$237K	Buy	4,585 +113	+3%	+$5.83K	0.07%	232
2024 Q1	$234K	Buy	+4,472	New	+$231K	0.09%	190

Other funds holding HYD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

United Advisor Group's HYD Position: Q3 2026 in Review

United Advisor Group reduced its VanEck High Yield Muni ETF (HYD) stake by 24% in Q3 2026, selling an estimated $250K and leaving 15,915 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #268.

United Advisor Group first reported a position in HYD in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.08M in Q2 2026. 322 funds tracked by Wall St. Rank hold HYD as of Q3 2026.

United Advisor Group held 15,915 shares of VanEck High Yield Muni ETF worth $764K as of Q3 2026.
United Advisor Group sold 5,007 VanEck High Yield Muni ETF shares in Q3 2026, an estimated $250K.
VanEck High Yield Muni ETF made up 0.07% of United Advisor Group's portfolio in Q3 2026, its #268 holding.
United Advisor Group first reported a position in VanEck High Yield Muni ETF in Q1 2024 and has held it in 11 quarters since.
United Advisor Group's VanEck High Yield Muni ETF position peaked at $1.08M in Q2 2026.
322 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.