AG
XMPT icon

Advisor Group’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Advisor Group’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
2019
Q4 		$75K Sell
2,723
-68
-2% -$1.86K ﹤0.01% 3152
2019
Q3 		$77K Sell
2,791
-211
-7% -$5.79K ﹤0.01% 3088
2019
Q2 		$82K Sell
3,002
-672
-18% -$17.7K ﹤0.01% 3007
2019
Q1 		$96K Buy
3,674
+2,698
+276% +$68.3K ﹤0.01% 2900
2018
Q4 		$23K Buy
976
+495
+103% +$11.8K ﹤0.01% 3725
2018
Q3 		$11K Sell
481
-340
-41% -$8.56K ﹤0.01% 4244
2018
Q2 		$21K Sell
821
-550
-40% -$13.8K ﹤0.01% 3694
2018
Q1 		$35K Buy
1,371
+550
+67% +$14.1K ﹤0.01% 3339
2017
Q4 		$22K Hold
821
– – ﹤0.01% 3665
2017
Q3 		$22K Buy
821
+40
+5% +$1.09K ﹤0.01% 3519
2017
Q2 		$21K Hold
781
– – ﹤0.01% 3485
2017
Q1 		$21K Hold
781
– – ﹤0.01% 3353
2016
Q4 		$21K Hold
781
– – ﹤0.01% 3204
2016
Q3 		$23K Buy
781
+101
+15% +$2.94K ﹤0.01% 3068
2016
Q2 		$20K Buy
+680
New +$19.5K ﹤0.01% 3069

Other funds holding XMPT

MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAGAS
Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

Advisor Group's XMPT Position: Q4 2019 in Review

Advisor Group reduced its VanEck CEF Muni Income ETF (XMPT) stake by 2.4% in Q4 2019, selling an estimated $1.86K and leaving 2,723 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #3152.

Advisor Group first reported a position in XMPT in Q2 2016 and has held it in 15 quarters since. The position peaked at $96K in Q1 2019. 35 funds tracked by Wall St. Rank hold XMPT as of Q4 2019.

  • Advisor Group held 2,723 shares of VanEck CEF Muni Income ETF worth $75K as of Q4 2019.
  • Advisor Group sold 68 VanEck CEF Muni Income ETF shares in Q4 2019, an estimated $1.86K.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3152 holding.
  • Advisor Group first reported a position in VanEck CEF Muni Income ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's VanEck CEF Muni Income ETF position peaked at $96K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.