Ashton Thomas Private Wealth’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Ashton Thomas Private Wealth’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	$104K	Buy	+4,828	New	+$107K	﹤0.01%	1181
2024 Q3	–	Sell	-4,828	Closed	-$106K	–	1874
2024 Q2	$106K	Buy	+4,828	New	+$103K	0.01%	736

Other funds holding XMPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.46B AUM 26.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Ashton Thomas Private Wealth's XMPT Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in VanEck CEF Muni Income ETF (XMPT) in Q1 2026: 4,828 shares worth $104K. The stake represents ﹤0.01% of the portfolio and ranks #1181 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in XMPT as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in XMPT in Q2 2024 and has held it in 2 quarters since. The position peaked at $106K in Q2 2024. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

Ashton Thomas Private Wealth held 4,828 shares of VanEck CEF Muni Income ETF worth $104K as of Q1 2026.
VanEck CEF Muni Income ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
VanEck CEF Muni Income ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1181 holding.
Ashton Thomas Private Wealth first reported a position in VanEck CEF Muni Income ETF in Q2 2024 and has held it in 2 quarters since.
Ashton Thomas Private Wealth's VanEck CEF Muni Income ETF position peaked at $106K in Q2 2024.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.