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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s VanEck CEF Muni Income ETF XMPT Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Portfolio XMPT Stock Details XMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-98,086
Closed -$2.15M – 82
2025
Q4 		$2.15M Buy
+98,086
New +$2.15M 1.36% 15

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's XMPT Position: Q1 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2026, closing a stake of 98,086 shares — an estimated $2.15M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in XMPT in Q4 2025 and held it in 1 quarter. The position peaked at $2.15M in Q4 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining VanEck CEF Muni Income ETF position as of Q1 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 98,086 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $2.15M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in VanEck CEF Muni Income ETF in Q4 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's VanEck CEF Muni Income ETF position peaked at $2.15M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q1 2026, filed 10 Aug 2026.