United Capital Financial Advisors’s VanEck High Yield Muni ETF HYD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $353K | Sell |
7,038
-9,479
| -57% | -$483K | ﹤0.01% | 1250 |
|
|
2025
Q4 | $844K | Buy |
16,517
+10,766
| +187% | +$549K | 0.01% | 797 |
|
|
2025
Q3 | $293K | Sell |
5,751
-8,446
| -59% | -$420K | ﹤0.01% | 1025 |
|
|
2025
Q2 | $713K | Buy |
+14,197
| New | +$709K | 0.01% | 685 |
|
|
2025
Q1 | – | Sell |
-7,080
| Closed | -$368K | – | 1089 |
|
|
2024
Q4 | $368K | Buy |
+7,080
| New | +$370K | ﹤0.01% | 824 |
|
|
2024
Q2 | – | Sell |
-3,869
| Closed | -$202K | – | 1066 |
|
|
2024
Q1 | $202K | Sell |
3,869
-17,913
| -82% | -$924K | ﹤0.01% | 1020 |
|
|
2023
Q4 | $1.12M | Buy |
+21,782
| New | +$1.08M | 0.01% | 531 |
|
|
2023
Q2 | – | Sell |
-5,022
| Closed | -$260K | – | 934 |
|
|
2023
Q1 | $260K | Sell |
5,022
-74,430
| -94% | -$3.84M | ﹤0.01% | 858 |
|
|
2022
Q4 | $4.02M | Buy |
79,452
+73,149
| +1,161% | +$3.7M | 0.02% | 362 |
|
|
2022
Q3 | $315K | Buy |
6,303
+329
| +6% | +$17.5K | ﹤0.01% | 894 |
|
|
2022
Q2 | $322K | Sell |
5,974
-583
| -9% | -$31.8K | ﹤0.01% | 919 |
|
|
2022
Q1 | $376K | Buy |
6,557
+302
| +5% | +$18.1K | ﹤0.01% | 924 |
|
|
2021
Q4 | $391K | Buy |
6,255
+194
| +3% | +$12.1K | ﹤0.01% | 934 |
|
|
2021
Q3 | $379K | Buy |
+6,061
| New | +$385K | ﹤0.01% | 939 |
|
|
2020
Q1 | – | Sell |
-3,126
| Closed | -$200K | – | 1276 |
|
|
2019
Q4 | $200K | Hold |
3,126
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q3 | $201K | Sell |
3,126
-5,510
| -64% | -$353K | ﹤0.01% | 1200 |
|
|
2019
Q2 | $551K | Buy |
8,636
+1,037
| +14% | +$65.4K | ﹤0.01% | 1018 |
|
|
2019
Q1 | $477K | Buy |
7,599
+78
| +1% | +$4.81K | ﹤0.01% | 990 |
|
|
2018
Q4 | $459K | Sell |
7,521
-1,441
| -16% | -$87.8K | ﹤0.01% | 947 |
|
|
2018
Q3 | $558K | Buy |
8,962
+4,273
| +91% | +$268K | ﹤0.01% | 940 |
|
|
2018
Q2 | $295K | Buy |
4,689
+258
| +6% | +$16.1K | ﹤0.01% | 1084 |
|
|
2018
Q1 | $275K | Buy |
4,431
+431
| +11% | +$26.7K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $250K | Buy |
4,000
+87
| +2% | +$5.43K | ﹤0.01% | 1174 |
|
|
2017
Q3 | $245K | Buy |
3,913
+119
| +3% | +$7.41K | ﹤0.01% | 1183 |
|
|
2017
Q2 | $235K | Sell |
3,794
-286
| -7% | -$17.6K | ﹤0.01% | 1156 |
|
|
2017
Q1 | $249K | Buy |
+4,080
| New | +$246K | ﹤0.01% | 1115 |
|
|
2016
Q3 | – | Sell |
-5,199
| Closed | -$333K | – | 1285 |
|
|
2016
Q2 | $333K | Sell |
5,199
-547
| -10% | -$34.7K | ﹤0.01% | 1010 |
|
|
2016
Q1 | $360K | Sell |
5,746
-2,458
| -30% | -$153K | ﹤0.01% | 951 |
|
|
2015
Q4 | $507K | Sell |
8,204
-1,871
| -19% | -$115K | 0.01% | 880 |
|
|
2015
Q3 | $616K | Buy |
10,075
+2,521
| +33% | +$152K | 0.01% | 830 |
|
|
2015
Q2 | $452K | Buy |
+7,554
| New | +$466K | 0.01% | 954 |
|
Other funds holding HYD
AFI
FFM
United Capital Financial Advisors's HYD Position: Q1 2026 in Review
United Capital Financial Advisors reduced its VanEck High Yield Muni ETF (HYD) stake by 57% in Q1 2026, selling an estimated $483K and leaving 7,038 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.
United Capital Financial Advisors first reported a position in HYD in Q2 2015 and has held it in 31 quarters since. The position peaked at $4.02M in Q4 2022. 344 funds tracked by Wall St. Rank hold HYD as of Q1 2026.
- United Capital Financial Advisors held 7,038 shares of VanEck High Yield Muni ETF worth $353K as of Q1 2026.
- United Capital Financial Advisors sold 9,479 VanEck High Yield Muni ETF shares in Q1 2026, an estimated $483K.
- VanEck High Yield Muni ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1250 holding.
- United Capital Financial Advisors first reported a position in VanEck High Yield Muni ETF in Q2 2015 and has held it in 31 quarters since.
- United Capital Financial Advisors's VanEck High Yield Muni ETF position peaked at $4.02M in Q4 2022.
- 344 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.