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

Advisory Resource 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
2021 Q3	–	Sell	-6,709	Closed	-$202K	–	166
2021 Q2	$202K	Buy	+6,709	New	+$197K	0.08%	128
2021 Q1	–	Sell	-7,020	Closed	-$200K	–	128
2020 Q4	$200K	Buy	+7,020	New	+$193K	0.1%	100
2020 Q3	–	Sell	-9,831	Closed	-$258K	–	109
2020 Q2	$258K	Buy	+9,831	New	+$248K	0.16%	73

Other funds holding XMPT

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

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

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RJFSA

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

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

LCWP

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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

HCM

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Advisory Resource Group's XMPT Position: Q3 2021 in Review

Advisory Resource Group sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2021, closing a stake of 6,709 shares — an estimated $202K sold.

Advisory Resource Group first reported a position in XMPT in Q2 2020 and held it in 3 quarters. The position peaked at $258K in Q2 2020. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2021.

Advisory Resource Group reported no remaining VanEck CEF Muni Income ETF position as of Q3 2021 after selling out during the quarter.
Advisory Resource Group sold 6,709 VanEck CEF Muni Income ETF shares in Q3 2021, an estimated $202K.
Advisory Resource Group first reported a position in VanEck CEF Muni Income ETF in Q2 2020 and held it in 3 quarters.
Advisory Resource Group's VanEck CEF Muni Income ETF position peaked at $258K in Q2 2020.
46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2021.

Based on Advisory Resource Group's 13F filing for Q3 2021, filed 26 Oct 2021.