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

Avantax 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
2022 Q2	–	Sell	-8,014	Closed	-$203K	–	1400
2022 Q1	$203K	Buy	8,014 +84	+1%	+$2.25K	﹤0.01%	1194
2021 Q4	$235K	Buy	7,930 +77	+1%	+$2.25K	﹤0.01%	1098
2021 Q3	$231K	Buy	+7,853	New	+$237K	﹤0.01%	1041

Other funds holding XMPT

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

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

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

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

Avantax Advisory Services's XMPT Position: Q2 2022 in Review

Avantax Advisory Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2022, closing a stake of 8,014 shares — an estimated $203K sold.

Avantax Advisory Services first reported a position in XMPT in Q3 2021 and held it in 3 quarters. The position peaked at $235K in Q4 2021. 43 funds tracked by Wall St. Rank hold XMPT as of Q2 2022.

Avantax Advisory Services reported no remaining VanEck CEF Muni Income ETF position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 8,014 VanEck CEF Muni Income ETF shares in Q2 2022, an estimated $203K.
Avantax Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q3 2021 and held it in 3 quarters.
Avantax Advisory Services's VanEck CEF Muni Income ETF position peaked at $235K in Q4 2021.
43 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.