RAFFA WEALTH MANAGEMENT, LLC’s VanEck High Yield Muni ETF HYD Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2023 Q2	–	Sell	-228	Closed	-$11.8K	–	1076
2023 Q1	$11.8K	Hold	228	–	–	﹤0.01%	274
2022 Q4	$11.5K	Hold	228	–	–	﹤0.01%	265
2022 Q3	$11.4K	Hold	228	–	–	0.01%	266
2022 Q2	$12.3K	Hold	228	–	–	0.01%	259
2022 Q1	$13.1K	Hold	228	–	–	﹤0.01%	262
2021 Q4	$14.2K	Hold	228	–	–	﹤0.01%	255
2021 Q3	$14.2K	Hold	228	–	–	﹤0.01%	219
2021 Q2	$14.5K	Buy	+228	New	+$14.3K	0.01%	224

Other funds holding HYD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's HYD Position: Q2 2023 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of VanEck High Yield Muni ETF (HYD) in Q2 2023, closing a stake of 228 shares — an estimated $11.8K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in HYD in Q2 2021 and held it in 8 quarters. The position peaked at $14.5K in Q2 2021. 284 funds tracked by Wall St. Rank hold HYD as of Q2 2023.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining VanEck High Yield Muni ETF position as of Q2 2023 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 228 VanEck High Yield Muni ETF shares in Q2 2023, an estimated $11.8K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in VanEck High Yield Muni ETF in Q2 2021 and held it in 8 quarters.
RAFFA WEALTH MANAGEMENT, LLC's VanEck High Yield Muni ETF position peaked at $14.5K in Q2 2021.
284 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2023.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2023, filed 27 Jul 2026.