AE Wealth Management
XMPT icon

AE Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-418
Closed -$9.15K – 2718
2025
Q4 		$9.15K Buy
+418
New +$9.16K ﹤0.01% 2148

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

AE Wealth Management's XMPT Position: Q1 2026 in Review

AE Wealth Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2026, closing a stake of 418 shares — an estimated $9.15K sold.

AE Wealth Management first reported a position in XMPT in Q4 2025 and held it in 1 quarter. The position peaked at $9.15K in Q4 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • AE Wealth Management reported no remaining VanEck CEF Muni Income ETF position as of Q1 2026 after selling out during the quarter.
  • AE Wealth Management sold 418 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $9.15K.
  • AE Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q4 2025 and held it in 1 quarter.
  • AE Wealth Management's VanEck CEF Muni Income ETF position peaked at $9.15K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.