Xcel Wealth Management’s VanEck High Yield Muni ETF HYD Stock Holding History

Xcel Wealth Management’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	$384K	Hold	7,450	–	–	0.09%	121
2026 Q1	$374K	Hold	7,450	–	–	0.1%	114
2025 Q4	$381K	Hold	7,450	–	–	0.1%	117
2025 Q3	$379K	Sell	7,450 -500	-6%	-$24.9K	0.1%	112
2025 Q2	$399K	Hold	7,950	–	–	0.11%	104
2025 Q1	$407K	Hold	7,950	–	–	0.13%	102
2024 Q4	$413K	Buy	7,950 +450	+6%	+$23.5K	0.11%	94
2024 Q3	$398K	Buy	7,500 +1,250	+20%	+$65.5K	0.12%	93
2024 Q2	$323K	Buy	6,250 +250	+4%	+$12.9K	0.1%	95
2024 Q1	$314K	Buy	+6,000	New	+$310K	0.1%	97

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

Xcel Wealth Management's HYD Position: Q2 2026 in Review

Xcel Wealth Management held its VanEck High Yield Muni ETF (HYD) position steady in Q2 2026 at 7,450 shares worth $384K. The position accounts for 0.09% of the portfolio, ranked #121.

Xcel Wealth Management first reported a position in HYD in Q1 2024 and has held it in 10 quarters since. The position peaked at $413K in Q4 2024. 369 funds tracked by Wall St. Rank hold HYD as of Q2 2026.

Xcel Wealth Management held 7,450 shares of VanEck High Yield Muni ETF worth $384K as of Q2 2026.
Xcel Wealth Management left its VanEck High Yield Muni ETF share count unchanged in Q2 2026.
VanEck High Yield Muni ETF made up 0.09% of Xcel Wealth Management's portfolio in Q2 2026, its #121 holding.
Xcel Wealth Management first reported a position in VanEck High Yield Muni ETF in Q1 2024 and has held it in 10 quarters since.
Xcel Wealth Management's VanEck High Yield Muni ETF position peaked at $413K in Q4 2024.
369 funds tracked by Wall St. Rank held VanEck High Yield Muni ETF as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.