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Belpointe Asset Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-346
Closed -$7.51K – 3419
2023
Q1 		$7.51K Buy
346
+106
+44% +$2.31K ﹤0.01% 2860
2022
Q4 		$5.15K Buy
+240
New +$5.02K ﹤0.01% 2916

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Belpointe Asset Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2023, closing a stake of 346 shares — an estimated $7.51K sold.

Belpointe Asset Management first reported a position in XMPT in Q4 2022 and held it in 2 quarters. The position peaked at $7.51K in Q1 2023. 51 funds tracked by Wall St. Rank hold XMPT as of Q2 2023.

  • Belpointe Asset Management reported no remaining VanEck CEF Muni Income ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 346 VanEck CEF Muni Income ETF shares in Q2 2023, an estimated $7.51K.
  • Belpointe Asset Management first reported a position in VanEck CEF Muni Income ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's VanEck CEF Muni Income ETF position peaked at $7.51K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2023.

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