Advisory Services Network’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-1,167	Closed	-$25.1K	–	4648
2026 Q1	$25.1K	Buy	+1,167	New	+$25.8K	﹤0.01%	3064
2025 Q4	–	Sell	-1,167	Closed	-$25.5K	–	4272
2025 Q3	$25.5K	Buy	+1,167	New	+$24.6K	﹤0.01%	2830
2020 Q1	–	Sell	-502	Closed	-$14K	–	3315
2019 Q4	$14K	Hold	502	–	–	﹤0.01%	2210
2019 Q3	$14K	Hold	502	–	–	﹤0.01%	2018
2019 Q2	$14K	Buy	+502	New	+$13.2K	﹤0.01%	2016
2018 Q4	–	Sell	-150	Closed	-$4K	–	2691
2018 Q3	$4K	Hold	150	–	–	﹤0.01%	2172
2018 Q2	$4K	Hold	150	–	–	﹤0.01%	2128
2018 Q1	$4K	Hold	150	–	–	﹤0.01%	2234
2017 Q4	$4K	Hold	150	–	–	﹤0.01%	2225
2017 Q3	$4K	Hold	150	–	–	﹤0.01%	1998
2017 Q2	$4K	Hold	150	–	–	﹤0.01%	1933
2017 Q1	$4K	Buy	+150	New	+$3.92K	﹤0.01%	1830
2016 Q3	$4K	Hold	150	–	–	﹤0.01%	1625
2016 Q2	$4K	Buy	+150	New	+$4.29K	﹤0.01%	1505

Other funds holding XMPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Advisory Services Network's XMPT Position: Q2 2026 in Review

Advisory Services Network sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2026, closing a stake of 1,167 shares — an estimated $25.1K sold.

Advisory Services Network first reported a position in XMPT in Q2 2016 and held it in 14 quarters. The position peaked at $25.5K in Q3 2025. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Advisory Services Network reported no remaining VanEck CEF Muni Income ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,167 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $25.1K.
Advisory Services Network first reported a position in VanEck CEF Muni Income ETF in Q2 2016 and held it in 14 quarters.
Advisory Services Network's VanEck CEF Muni Income ETF position peaked at $25.5K in Q3 2025.
57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.