AWE
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Avidian Wealth Enterprises’s VanEck Long Muni ETF MLN Stock Holding History

Avidian Wealth Enterprises’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
-36,741
Closed -$639K – 570
2025
Q1 		$639K Buy
36,741
+3,527
+11% +$62.4K 0.03% 265
2024
Q4 		$594K Sell
33,214
-28,507
-46% -$513K 0.03% 261
2024
Q3 		$1.13M Sell
61,721
-36,110
-37% -$654K 0.05% 169
2024
Q2 		$1.75M Sell
97,831
-58,303
-37% -$1.04M 0.07% 130
2024
Q1 		$2.81M Sell
156,134
-549,186
-78% -$9.9M 0.14% 86
2023
Q4 		$12.9M Buy
705,320
+46,481
+7% +$797K 0.79% 28
2023
Q3 		$11M Sell
658,839
-34,224
-5% -$600K 0.78% 29
2023
Q2 		$12.4M Sell
693,063
-119,901
-15% -$2.15M 0.81% 28
2023
Q1 		$14.6M Buy
812,964
+352,783
+77% +$6.29M 0.8% 30
2022
Q4 		$8.03M Sell
460,181
-224,746
-33% -$3.85M 0.52% 40
2022
Q3 		$11.4M Buy
684,927
+348,875
+104% +$6.23M 0.82% 29
2022
Q2 		$5.93M Sell
336,052
-97,818
-23% -$1.77M 0.42% 50
2022
Q1 		$8.41M Buy
433,870
+149,955
+53% +$3.07M 0.52% 38
2021
Q4 		$6.14M Sell
283,915
-37,561
-12% -$810K 0.38% 49
2021
Q3 		$6.92M Buy
321,476
+42,419
+15% +$928K 0.53% 37
2021
Q2 		$6.11M Sell
279,057
-14,183
-5% -$308K 0.47% 41
2021
Q1 		$6.27M Sell
293,240
-235,041
-44% -$5.08M 0.53% 38
2020
Q4 		$11.5M Buy
528,281
+255,301
+94% +$5.48M 1.09% 22
2020
Q3 		$5.84M Buy
272,980
+152,263
+126% +$3.26M 0.66% 36
2020
Q2 		$2.55M Buy
120,717
+96,922
+407% +$1.99M 0.34% 50
2020
Q1 		$486K Buy
+23,795
New +$498K 0.08% 111

Other funds holding MLN

KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

Avidian Wealth Enterprises's MLN Position: Q2 2025 in Review

Avidian Wealth Enterprises sold out of VanEck Long Muni ETF (MLN) in Q2 2025, closing a stake of 36,741 shares — an estimated $639K sold.

Avidian Wealth Enterprises first reported a position in MLN in Q1 2020 and held it in 21 quarters. The position peaked at $14.6M in Q1 2023. 115 funds tracked by Wall St. Rank hold MLN as of Q2 2025.

  • Avidian Wealth Enterprises reported no remaining VanEck Long Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 36,741 VanEck Long Muni ETF shares in Q2 2025, an estimated $639K.
  • Avidian Wealth Enterprises first reported a position in VanEck Long Muni ETF in Q1 2020 and held it in 21 quarters.
  • Avidian Wealth Enterprises's VanEck Long Muni ETF position peaked at $14.6M in Q1 2023.
  • 115 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2025, filed 30 Jul 2025.