Valmark Advisers’s VanEck High Yield Muni ETF HYD Stock Holding History

Valmark Advisers’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	$2.39M	Buy	46,439 +2,336	+5%	+$119K	0.03%	240
2026 Q1	$2.21M	Buy	44,103 +2,836	+7%	+$145K	0.03%	234
2025 Q4	$2.11M	Buy	41,267 +2,645	+7%	+$135K	0.03%	235
2025 Q3	$1.97M	Sell	38,622 -806	-2%	-$40.1K	0.03%	235
2025 Q2	$1.98M	Buy	39,428 +320	+0.8%	+$16K	0.03%	224
2025 Q1	$2M	Buy	39,108 +3,593	+10%	+$186K	0.03%	207
2024 Q4	$1.84M	Sell	35,515 -1,175	-3%	-$61.5K	0.03%	218
2024 Q3	$1.95M	Buy	36,690 +939	+3%	+$49.2K	0.03%	200
2024 Q2	$1.85M	Buy	35,751 +388	+1%	+$20K	0.03%	190
2024 Q1	$1.85M	Buy	35,363 +1,648	+5%	+$85.1K	0.03%	181
2023 Q4	$1.74M	Sell	33,715 -6,435	-16%	-$319K	0.03%	182
2023 Q3	$1.97M	Sell	40,150 -2,990	-7%	-$151K	0.04%	143
2023 Q2	$2.21M	Buy	43,140 +2,003	+5%	+$103K	0.05%	133
2023 Q1	$2.13M	Buy	41,137 +7,125	+21%	+$368K	0.05%	135
2022 Q4	$1.72M	Buy	34,012 +28,878	+562%	+$1.46M	0.04%	155
2022 Q3	$256K	Hold	5,134	–	–	0.01%	368
2022 Q2	$276K	Buy	+5,134	New	+$280K	0.01%	359
2016 Q3	–	Sell	-3,599	Closed	-$233K	–	77
2016 Q2	$233K	Buy	3,599 +413	+13%	+$26.2K	0.01%	65
2016 Q1	$200K	Buy	+3,186	New	+$198K	0.01%	67

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

Valmark Advisers's HYD Position: Q2 2026 in Review

Valmark Advisers increased its VanEck High Yield Muni ETF (HYD) stake by 5.3% in Q2 2026, buying an estimated $119K and bringing the position to 46,439 shares worth $2.39M. The position accounts for 0.03% of the portfolio, ranked #240.

Valmark Advisers first reported a position in HYD in Q1 2016 and has held it in 19 quarters since. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Valmark Advisers held 46,439 shares of VanEck High Yield Muni ETF worth $2.39M as of Q2 2026.
Valmark Advisers bought 2,336 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $119K.
VanEck High Yield Muni ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #240 holding.
Valmark Advisers first reported a position in VanEck High Yield Muni ETF in Q1 2016 and has held it in 19 quarters since.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.