Avantax Advisory Services’s VanEck Long Muni ETF MLN Stock Holding History

Avantax Advisory Services’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-42,826	Closed	-$745K	–	2415
2025 Q1	$745K	Hold	42,826	–	–	﹤0.01%	1253
2024 Q4	$766K	Hold	42,826	–	–	﹤0.01%	1182
2024 Q3	$784K	Sell	42,826 -187	-0.4%	-$3.38K	0.01%	1151
2024 Q2	$768K	Buy	43,013 +187	+0.4%	+$3.33K	0.01%	1125
2024 Q1	$771K	Hold	42,826	–	–	0.01%	854
2023 Q4	$782K	Buy	42,826 +24,528	+134%	+$421K	0.01%	809
2023 Q3	$306K	Buy	+18,298	New	+$321K	﹤0.01%	1189

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

MWAM

Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Avantax Advisory Services's MLN Position: Q2 2025 in Review

Avantax Advisory Services sold out of VanEck Long Muni ETF (MLN) in Q2 2025, closing a stake of 42,826 shares — an estimated $745K sold.

Avantax Advisory Services first reported a position in MLN in Q3 2023 and held it in 7 quarters. The position peaked at $784K in Q3 2024. 115 funds tracked by Wall St. Rank hold MLN as of Q2 2025.

Avantax Advisory Services reported no remaining VanEck Long Muni ETF position as of Q2 2025 after selling out during the quarter.
Avantax Advisory Services sold 42,826 VanEck Long Muni ETF shares in Q2 2025, an estimated $745K.
Avantax Advisory Services first reported a position in VanEck Long Muni ETF in Q3 2023 and held it in 7 quarters.
Avantax Advisory Services's VanEck Long Muni ETF position peaked at $784K in Q3 2024.
115 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.