AAS
XMPT icon

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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-5,063
Closed -$111K – 2134
2025
Q3 		$111K Buy
+5,063
New +$107K 0.01% 803

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Ameritas Advisory Services's XMPT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2025, closing a stake of 5,063 shares — an estimated $111K sold.

Ameritas Advisory Services first reported a position in XMPT in Q3 2025 and held it in 1 quarter. The position peaked at $111K in Q3 2025. 61 funds tracked by Wall St. Rank hold XMPT as of Q4 2025.

  • Ameritas Advisory Services reported no remaining VanEck CEF Muni Income ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 5,063 VanEck CEF Muni Income ETF shares in Q4 2025, an estimated $111K.
  • Ameritas Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q3 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's VanEck CEF Muni Income ETF position peaked at $111K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.