CAWM
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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return