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
2026 Q2	$522K	Buy	+23,345	New	+$510K	0.01%	769
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 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

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

Ameritas Advisory Services opened a new position in VanEck CEF Muni Income ETF (XMPT) in Q2 2026: 23,345 shares worth $522K. The stake represents 0.01% of the portfolio and ranks #769 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in XMPT as recently as Q3 2025.

Ameritas Advisory Services first reported a position in XMPT in Q3 2025 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Ameritas Advisory Services held 23,345 shares of VanEck CEF Muni Income ETF worth $522K as of Q2 2026.
VanEck CEF Muni Income ETF was a new Ameritas Advisory Services position in Q2 2026.
VanEck CEF Muni Income ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #769 holding.
Ameritas Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q3 2025 and has held it in 2 quarters since.
56 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.