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Wealthspire Advisors (Maryland)’s VanEck High Yield Muni ETF HYD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-45
Closed -$3K – 1177
2019
Q1 		$3K Hold
45
– – ﹤0.01% 2008
2018
Q4 		$3K Buy
+45
New +$2.74K ﹤0.01% 1949
2017
Q4 		– Sell
-2,614
Closed -$164K – 2516
2017
Q3 		$164K Hold
2,614
– – 0.02% 546
2017
Q2 		$162K Buy
2,614
+103
+4% +$6.36K 0.02% 525
2017
Q1 		$154K Buy
+2,511
New +$151K 0.02% 471

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
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $3.61B AUM 18.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return