6 Meridian’s VanEck CEF Muni Income ETF XMPT Stock Holding History

6 Meridian’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
2021 Q4	$4.21M	Sell	141,908 -8,686	-6%	-$254K	0.31%	56
2021 Q3	$4.42M	Sell	150,594 -6,561	-4%	-$198K	0.35%	52
2021 Q2	$4.74M	Buy	157,155 +3,598	+2%	+$106K	0.37%	47
2021 Q1	$4.39M	Buy	153,557 +7,767	+5%	+$221K	0.38%	43
2020 Q4	$4.16M	Buy	145,790 +6,445	+5%	+$177K	0.4%	42
2020 Q3	$3.74M	Sell	139,345 -4,421	-3%	-$120K	0.39%	44
2020 Q2	$3.78M	Buy	143,766 +30,297	+27%	+$765K	0.4%	42
2020 Q1	$2.89M	Sell	113,469 -29,383	-21%	-$799K	0.3%	80
2019 Q4	$3.94M	Buy	142,852 +3,008	+2%	+$82.5K	0.34%	77
2019 Q3	$3.86M	Buy	139,844 +4,254	+3%	+$117K	0.38%	74
2019 Q2	$3.66M	Sell	135,590 -4,928	-4%	-$130K	0.37%	74
2019 Q1	$3.67M	Buy	140,518 +17,405	+14%	+$441K	0.37%	71
2018 Q4	$2.94M	Buy	+123,113	New	+$2.94M	0.34%	73

Other funds holding XMPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

6 Meridian's XMPT Position: Q4 2021 in Review

6 Meridian reduced its VanEck CEF Muni Income ETF (XMPT) stake by 5.8% in Q4 2021, selling an estimated $254K and leaving 141,908 shares worth $4.21M. The position accounts for 0.31% of the portfolio, ranked #56.

6 Meridian first reported a position in XMPT in Q4 2018 and has held it in 13 quarters since. The position peaked at $4.74M in Q2 2021. 55 funds tracked by Wall St. Rank hold XMPT as of Q4 2021.

6 Meridian held 141,908 shares of VanEck CEF Muni Income ETF worth $4.21M as of Q4 2021.
6 Meridian sold 8,686 VanEck CEF Muni Income ETF shares in Q4 2021, an estimated $254K.
VanEck CEF Muni Income ETF made up 0.31% of 6 Meridian's portfolio in Q4 2021, its #56 holding.
6 Meridian first reported a position in VanEck CEF Muni Income ETF in Q4 2018 and has held it in 13 quarters since.
6 Meridian's VanEck CEF Muni Income ETF position peaked at $4.74M in Q2 2021.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.