Williams & Novak’s VanEck High Yield Muni ETF HYD Stock Holding History

Williams & Novak’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	$642K	Sell	12,467 -6,500	-34%	-$332K	0.42%	63
2026 Q1	$956K	Sell	18,967 -3,000	-14%	-$153K	0.72%	37
2025 Q4	$1.12M	Sell	21,967 -4,100	-16%	-$209K	0.85%	31
2025 Q3	$1.33M	Sell	26,067 -11,464	-31%	-$570K	1.02%	28
2025 Q2	$1.88M	Buy	37,531 +8,810	+31%	+$440K	1.6%	17
2025 Q1	$1.47M	Sell	28,721 -1,038	-3%	-$53.8K	1.44%	19
2024 Q4	$1.54M	Buy	29,759 +3,130	+12%	+$164K	1.49%	18
2024 Q3	$1.41M	Buy	26,629 +4,204	+19%	+$220K	1.32%	23
2024 Q2	$1.16M	Buy	22,425 +5,525	+33%	+$285K	1.08%	27
2024 Q1	$873K	Hold	16,900	–	–	0.99%	33
2023 Q4	$873K	Buy	+16,900	New	+$837K	0.99%	33

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

Williams & Novak's HYD Position: Q2 2026 in Review

Williams & Novak reduced its VanEck High Yield Muni ETF (HYD) stake by 34% in Q2 2026, selling an estimated $332K and leaving 12,467 shares worth $642K. The position accounts for 0.42% of the portfolio, ranked #63.

Williams & Novak first reported a position in HYD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q2 2025. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Williams & Novak held 12,467 shares of VanEck High Yield Muni ETF worth $642K as of Q2 2026.
Williams & Novak sold 6,500 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $332K.
VanEck High Yield Muni ETF made up 0.42% of Williams & Novak's portfolio in Q2 2026, its #63 holding.
Williams & Novak first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 11 quarters since.
Williams & Novak's VanEck High Yield Muni ETF position peaked at $1.88M in Q2 2025.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.