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 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%	+$9.94K	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

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

United Advisor Group's HYD Position: Q2 2026 in Review

United Advisor Group increased its VanEck High Yield Muni ETF (HYD) stake by 22% in Q2 2026, buying an estimated $189K and bringing the position to 20,922 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #205.

United Advisor Group first reported a position in HYD in Q1 2024 and has held it in 10 quarters since. 372 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

United Advisor Group held 20,922 shares of VanEck High Yield Muni ETF worth $1.08M as of Q2 2026.
United Advisor Group bought 3,707 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $189K.
VanEck High Yield Muni ETF made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #205 holding.
United Advisor Group first reported a position in VanEck High Yield Muni ETF in Q1 2024 and has held it in 10 quarters since.
372 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.