AWM
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AE Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

AE Wealth Management’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.93M Sell
108,628
-25,382
-19% -$447K 0.01% 670
2026
Q1 		$2.34M Sell
134,010
-14,039
-9% -$246K 0.01% 602
2025
Q4 		$2.6M Buy
148,049
+4,397
+3% +$77.4K 0.01% 544
2025
Q3 		$2.51M Sell
143,652
-5,021
-3% -$85K 0.02% 506
2025
Q2 		$2.51M Buy
148,673
+8,156
+6% +$138K 0.02% 482
2025
Q1 		$2.44M Buy
140,517
+3,898
+3% +$68.9K 0.02% 481
2024
Q4 		$2.44M Buy
136,619
+1,918
+1% +$34.5K 0.02% 482
2024
Q3 		$2.47M Buy
134,701
+11,987
+10% +$217K 0.02% 477
2024
Q2 		$2.19M Buy
122,714
+30,749
+33% +$548K 0.02% 499
2024
Q1 		$1.66M Sell
91,965
-366,805
-80% -$6.61M 0.02% 541
2023
Q4 		$8.18M Buy
458,770
+154,744
+51% +$2.65M 0.04% 452
2023
Q3 		$5.08M Buy
304,026
+177,328
+140% +$3.11M 0.03% 536
2023
Q2 		$2.27M Buy
126,698
+11,507
+10% +$206K 0.01% 808
2023
Q1 		$2.07M Buy
+115,191
New +$2.05M 0.01% 784

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

AE Wealth Management's MLN Position: Q2 2026 in Review

AE Wealth Management reduced its VanEck Long Muni ETF (MLN) stake by 19% in Q2 2026, selling an estimated $447K and leaving 108,628 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #670.

AE Wealth Management first reported a position in MLN in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.18M in Q4 2023. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • AE Wealth Management held 108,628 shares of VanEck Long Muni ETF worth $1.93M as of Q2 2026.
  • AE Wealth Management sold 25,382 VanEck Long Muni ETF shares in Q2 2026, an estimated $447K.
  • VanEck Long Muni ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #670 holding.
  • AE Wealth Management first reported a position in VanEck Long Muni ETF in Q1 2023 and has held it in 14 quarters since.
  • AE Wealth Management's VanEck Long Muni ETF position peaked at $8.18M in Q4 2023.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.