Balance Wealth’s VanEck Long Muni ETF MLN Stock Holding History

Balance Wealth’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
2026 Q2	$1.62M	Buy	91,063 +16,814	+23%	+$296K	0.43%	48
2026 Q1	$1.29M	Buy	74,249 +11,957	+19%	+$210K	0.4%	53
2025 Q4	$1.09M	Buy	62,292 +15,430	+33%	+$272K	0.35%	62
2025 Q3	$819K	Buy	46,862 +25,202	+116%	+$427K	0.2%	68
2025 Q2	$366K	Buy	21,660 +6,419	+42%	+$109K	0.21%	83
2025 Q1	$265K	Buy	+15,241	New	+$270K	0.17%	100

Other funds holding MLN

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

WCFP

White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Balance Wealth's MLN Position: Q2 2026 in Review

Balance Wealth increased its VanEck Long Muni ETF (MLN) stake by 23% in Q2 2026, buying an estimated $296K and bringing the position to 91,063 shares worth $1.62M. The position accounts for 0.43% of the portfolio, ranked #48.

Balance Wealth first reported a position in MLN in Q1 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

Balance Wealth held 91,063 shares of VanEck Long Muni ETF worth $1.62M as of Q2 2026.
Balance Wealth bought 16,814 VanEck Long Muni ETF shares in Q2 2026, an estimated $296K.
VanEck Long Muni ETF made up 0.43% of Balance Wealth's portfolio in Q2 2026, its #48 holding.
Balance Wealth first reported a position in VanEck Long Muni ETF in Q1 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.