Capital Advisors Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Capital Advisors Wealth 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
2026 Q2	$233K	Sell	13,116 -51,382	-80%	-$904K	0.03%	213
2026 Q1	$1.12M	Sell	64,498 -8,237	-11%	-$145K	0.15%	82
2025 Q4	$1.28M	Buy	72,735 +6,678	+10%	+$118K	0.17%	75
2025 Q3	$1.15M	Sell	66,057 -4,504	-6%	-$76.2K	0.16%	72
2025 Q2	$1.19M	Sell	70,561 -33,605	-32%	-$569K	0.19%	66
2025 Q1	$1.81M	Buy	104,166 +17,652	+20%	+$312K	0.32%	51
2024 Q4	$1.55M	Buy	86,514 +8,949	+12%	+$161K	0.28%	54
2024 Q3	$1.42M	Buy	77,565 +36,121	+87%	+$654K	0.26%	53
2024 Q2	$740K	Buy	41,444 +2,253	+6%	+$40.1K	0.15%	67
2024 Q1	$706K	Buy	39,191 +15,225	+64%	+$275K	0.15%	70
2023 Q4	$437K	Buy	+23,966	New	+$411K	0.1%	90

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Capital Advisors Wealth Management's MLN Position: Q2 2026 in Review

Capital Advisors Wealth Management reduced its VanEck Long Muni ETF (MLN) stake by 80% in Q2 2026, selling an estimated $904K and leaving 13,116 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #213.

Capital Advisors Wealth Management first reported a position in MLN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.81M in Q1 2025. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

Capital Advisors Wealth Management held 13,116 shares of VanEck Long Muni ETF worth $233K as of Q2 2026.
Capital Advisors Wealth Management sold 51,382 VanEck Long Muni ETF shares in Q2 2026, an estimated $904K.
VanEck Long Muni ETF made up 0.03% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #213 holding.
Capital Advisors Wealth Management first reported a position in VanEck Long Muni ETF in Q4 2023 and has held it in 11 quarters since.
Capital Advisors Wealth Management's VanEck Long Muni ETF position peaked at $1.81M in Q1 2025.
141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.