VA
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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return