Wiser Advisor Group’s VanEck High Yield Muni ETF HYD Stock Holding History

Wiser Advisor Group’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	$214K	Buy	4,156 +21	+0.5%	+$1.07K	0.23%	50
2026 Q1	$207K	Sell	4,135 -299	-7%	-$15.2K	0.25%	49
2025 Q4	$227K	Sell	4,434 -108	-2%	-$5.51K	0.26%	51
2025 Q3	$231K	Buy	+4,542	New	+$226K	0.29%	50
2025 Q2	–	Sell	-4,497	Closed	-$230K	–	135
2025 Q1	$230K	Sell	4,497 -2,770	-38%	-$143K	0.34%	46
2024 Q4	$377K	Buy	7,267 +93	+1%	+$4.87K	0.55%	38
2024 Q3	$381K	Buy	7,174 +73	+1%	+$3.82K	0.57%	35
2024 Q2	$367K	Sell	7,101 -94	-1%	-$4.85K	0.58%	35
2024 Q1	$376K	Sell	7,195 -773	-10%	-$39.9K	0.59%	37
2023 Q4	$411K	Buy	+7,968	New	+$395K	0.68%	31

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

Wiser Advisor Group's HYD Position: Q2 2026 in Review

Wiser Advisor Group increased its VanEck High Yield Muni ETF (HYD) stake by 0.51% in Q2 2026, buying an estimated $1.07K and bringing the position to 4,156 shares worth $214K. The position accounts for 0.23% of the portfolio, ranked #50.

Wiser Advisor Group first reported a position in HYD in Q4 2023 and has held it in 10 quarters since. The position peaked at $411K in Q4 2023. 371 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Wiser Advisor Group held 4,156 shares of VanEck High Yield Muni ETF worth $214K as of Q2 2026.
Wiser Advisor Group bought 21 VanEck High Yield Muni ETF shares in Q2 2026, an estimated $1.07K.
VanEck High Yield Muni ETF made up 0.23% of Wiser Advisor Group's portfolio in Q2 2026, its #50 holding.
Wiser Advisor Group first reported a position in VanEck High Yield Muni ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's VanEck High Yield Muni ETF position peaked at $411K in Q4 2023.
371 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.