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Belpointe Asset Management’s VanEck Long Muni ETF MLN Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-415
Closed -$7.47K – 2246
2023
Q1 		$7.47K Hold
415
– – ﹤0.01% 2862
2022
Q4 		$7.25K Buy
+415
New +$7.1K ﹤0.01% 2775
2020
Q2 		– Sell
-10,347
Closed -$211K – 754
2020
Q1 		$211K Buy
+10,347
New +$217K 0.04% 416

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Belpointe Asset Management's MLN Position: Q2 2023 in Review

Belpointe Asset Management sold out of VanEck Long Muni ETF (MLN) in Q2 2023, closing a stake of 415 shares — an estimated $7.47K sold.

Belpointe Asset Management first reported a position in MLN in Q1 2020 and held it in 3 quarters. The position peaked at $211K in Q1 2020. 82 funds tracked by Wall St. Rank hold MLN as of Q2 2023.

  • Belpointe Asset Management reported no remaining VanEck Long Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 415 VanEck Long Muni ETF shares in Q2 2023, an estimated $7.47K.
  • Belpointe Asset Management first reported a position in VanEck Long Muni ETF in Q1 2020 and held it in 3 quarters.
  • Belpointe Asset Management's VanEck Long Muni ETF position peaked at $211K in Q1 2020.
  • 82 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.