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 Q3	–	Sell	-13,116	Closed	-$233K	–	240
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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

AFG

ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BONH

Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Advisors Wealth Management's MLN Position: Q3 2026 in Review

Capital Advisors Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q3 2026, closing a stake of 13,116 shares — an estimated $233K sold.

Capital Advisors Wealth Management first reported a position in MLN in Q4 2023 and held it in 11 quarters. The position peaked at $1.81M in Q1 2025. 12 funds tracked by Wall St. Rank hold MLN as of Q3 2026.

Capital Advisors Wealth Management reported no remaining VanEck Long Muni ETF position as of Q3 2026 after selling out during the quarter.
Capital Advisors Wealth Management sold 13,116 VanEck Long Muni ETF shares in Q3 2026, an estimated $233K.
Capital Advisors Wealth Management first reported a position in VanEck Long Muni ETF in Q4 2023 and held it in 11 quarters.
Capital Advisors Wealth Management's VanEck Long Muni ETF position peaked at $1.81M in Q1 2025.
12 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.