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Ausdal Financial Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Ausdal Financial Partners’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 		$503K Sell
23,383
-392
-2% -$8.66K 0.02% 586
2025
Q4 		$520K Buy
23,775
+2,701
+13% +$59.2K 0.02% 537
2025
Q3 		$461K Buy
21,074
+1,711
+9% +$36.1K 0.02% 582
2025
Q2 		$406K Sell
19,363
-2,480
-11% -$51.7K 0.03% 476
2025
Q1 		$472K Buy
21,843
+4,664
+27% +$102K 0.04% 404
2024
Q4 		$369K Sell
17,179
-704
-4% -$15.8K 0.03% 414
2024
Q3 		$414K Sell
17,883
-1,274
-7% -$28.6K 0.04% 347
2024
Q2 		$422K Buy
19,157
+9,007
+89% +$192K 0.05% 317
2024
Q1 		$220K Buy
+10,150
New +$217K 0.03% 424
2022
Q4 		– Sell
-21,226
Closed -$438K – 485
2022
Q3 		$438K Sell
21,226
-1,066
-5% -$24.7K 0.07% 263
2022
Q2 		$513K Sell
22,292
-3,604
-14% -$84.2K 0.08% 256
2022
Q1 		$655K Sell
25,896
-239
-0.9% -$6.39K 0.09% 232
2021
Q4 		$774K Buy
26,135
+1,093
+4% +$32K 0.1% 216
2021
Q3 		$735K Buy
+25,042
New +$756K 0.11% 215

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Ausdal Financial Partners's XMPT Position: Q1 2026 in Review

Ausdal Financial Partners reduced its VanEck CEF Muni Income ETF (XMPT) stake by 1.6% in Q1 2026, selling an estimated $8.66K and leaving 23,383 shares worth $503K. The position accounts for 0.02% of the portfolio, ranked #586.

Ausdal Financial Partners first reported a position in XMPT in Q3 2021 and has held it in 14 quarters since. The position peaked at $774K in Q4 2021. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • Ausdal Financial Partners held 23,383 shares of VanEck CEF Muni Income ETF worth $503K as of Q1 2026.
  • Ausdal Financial Partners sold 392 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $8.66K.
  • VanEck CEF Muni Income ETF made up 0.02% of Ausdal Financial Partners's portfolio in Q1 2026, its #586 holding.
  • Ausdal Financial Partners first reported a position in VanEck CEF Muni Income ETF in Q3 2021 and has held it in 14 quarters since.
  • Ausdal Financial Partners's VanEck CEF Muni Income ETF position peaked at $774K in Q4 2021.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.