Baird Financial Group
XMPT icon

Baird Financial Group’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Baird Financial Group’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
Q2 		$1.68M Sell
75,387
-40,354
-35% -$881K ﹤0.01% 1165
2026
Q1 		$2.49M Sell
115,741
-2,284
-2% -$50.4K ﹤0.01% 981
2025
Q4 		$2.58M Buy
118,025
+49,283
+72% +$1.08M ﹤0.01% 963
2025
Q3 		$1.5M Buy
68,742
+352
+0.5% +$7.42K ﹤0.01% 1140
2025
Q2 		$1.44M Sell
68,390
-360
-0.5% -$7.51K ﹤0.01% 1113
2025
Q1 		$1.49M Buy
68,750
+5,949
+9% +$130K ﹤0.01% 1060
2024
Q4 		$1.35M Sell
62,801
-105
-0.2% -$2.35K ﹤0.01% 1090
2024
Q3 		$1.46M Sell
62,906
-694
-1% -$15.6K ﹤0.01% 1055
2024
Q2 		$1.4M Buy
63,600
+7,226
+13% +$154K ﹤0.01% 1067
2024
Q1 		$1.22M Buy
56,374
+5,899
+12% +$126K ﹤0.01% 1100
2023
Q4 		$1.07M Buy
50,475
+15,404
+44% +$304K ﹤0.01% 1111
2023
Q3 		$663K Buy
35,071
+314
+0.9% +$6.43K ﹤0.01% 1233
2023
Q2 		$735K Buy
34,757
+104
+0.3% +$2.2K ﹤0.01% 1212
2023
Q1 		$752K Buy
34,653
+9,246
+36% +$201K ﹤0.01% 1184
2022
Q4 		$546K Sell
25,407
-91
-0.4% -$1.91K ﹤0.01% 1265
2022
Q3 		$526K Sell
25,498
-22,044
-46% -$511K ﹤0.01% 1269
2022
Q2 		$1.09M Sell
47,542
-34,683
-42% -$810K ﹤0.01% 1049
2022
Q1 		$2.08M Buy
82,225
+36,459
+80% +$974K 0.01% 892
2021
Q4 		$1.36M Sell
45,766
-2,030
-4% -$59.4K ﹤0.01% 1088
2021
Q3 		$1.4M Buy
47,796
+2,454
+5% +$74.1K ﹤0.01% 1071
2021
Q2 		$1.37M Buy
45,342
+1,285
+3% +$37.7K ﹤0.01% 1055
2021
Q1 		$1.26M Buy
44,057
+2,546
+6% +$72.4K ﹤0.01% 1042
2020
Q4 		$1.18M Buy
41,511
+564
+1% +$15.5K ﹤0.01% 950
2020
Q3 		$1.1M Buy
40,947
+2,700
+7% +$73.1K ﹤0.01% 915
2020
Q2 		$1.01M Buy
38,247
+2,088
+6% +$52.8K ﹤0.01% 933
2020
Q1 		$921K Buy
36,159
+21,111
+140% +$574K ﹤0.01% 909
2019
Q4 		$415K Buy
15,048
+4,558
+43% +$125K ﹤0.01% 1228
2019
Q3 		$290K Buy
10,490
+1,512
+17% +$41.5K ﹤0.01% 1327
2019
Q2 		$242K Buy
8,978
+879
+11% +$23.2K ﹤0.01% 1407
2019
Q1 		$211K Buy
+8,099
New +$205K ﹤0.01% 1234

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Baird Financial Group's XMPT Position: Q2 2026 in Review

Baird Financial Group reduced its VanEck CEF Muni Income ETF (XMPT) stake by 35% in Q2 2026, selling an estimated $881K and leaving 75,387 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1165.

Baird Financial Group first reported a position in XMPT in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.58M in Q4 2025. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Baird Financial Group held 75,387 shares of VanEck CEF Muni Income ETF worth $1.68M as of Q2 2026.
  • Baird Financial Group sold 40,354 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $881K.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1165 holding.
  • Baird Financial Group first reported a position in VanEck CEF Muni Income ETF in Q1 2019 and has held it in 30 quarters since.
  • Baird Financial Group's VanEck CEF Muni Income ETF position peaked at $2.58M in Q4 2025.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.