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WealthPLAN Partners’s VanEck High Yield Muni ETF HYD Stock Holding History

WealthPLAN Partners’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
-499
Closed -$25.8K – 1325
2023
Q1 		$25.8K Buy
+499
New +$25.8K ﹤0.01% 674
2022
Q1 		– Sell
-4,179
Closed -$253K – 392
2021
Q4 		$253K Sell
4,179
-20
-0.5% -$1.25K 0.02% 344
2021
Q3 		$262K Sell
4,199
-2
-0% -$127 0.02% 329
2021
Q2 		$267K Buy
4,201
+426
+11% +$26.8K 0.02% 307
2021
Q1 		$236K Sell
3,775
-324
-8% -$20.1K 0.02% 296
2020
Q4 		$257K Sell
4,099
-1,732
-30% -$105K 0.02% 288
2020
Q3 		$350K Sell
5,831
-1,037
-15% -$62.1K 0.03% 233
2020
Q2 		$415K Sell
6,868
-352
-5% -$19.8K 0.04% 206
2020
Q1 		$402K Sell
7,220
-88
-1% -$5.42K 0.05% 175
2019
Q4 		$477K Buy
+7,308
New +$469K 0.06% 164

Other funds holding HYD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return