Cardan Capital Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Cardan Capital Partners’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
2021 Q3	$2.6M	Buy	88,354 +850	+1%	+$25.7K	0.29%	88
2021 Q2	$2.64M	Sell	87,504 -15,570	-15%	-$457K	0.29%	99
2021 Q1	$2.95M	Sell	103,074 -23,058	-18%	-$655K	0.35%	86
2020 Q4	$3.6M	Sell	126,132 -33,199	-21%	-$913K	0.44%	71
2020 Q3	$4.28M	Sell	159,331 -33,544	-17%	-$909K	0.57%	56
2020 Q2	$5.07M	Buy	192,875 +2,784	+1%	+$70.3K	0.73%	46
2020 Q1	$4.84M	Sell	190,091 -8,533	-4%	-$232K	0.8%	31
2019 Q4	$5.47M	Buy	198,624 +7,969	+4%	+$219K	0.73%	43
2019 Q3	$5.26M	Buy	190,655 +3,658	+2%	+$100K	0.75%	42
2019 Q2	$5.04M	Sell	186,997 -11,424	-6%	-$301K	0.77%	40
2019 Q1	$5.18M	Sell	198,421 -10,240	-5%	-$259K	0.84%	38
2018 Q4	$4.98M	Buy	+208,661	New	+$4.98M	0.88%	35
2016 Q2	–	Sell	-260,253	Closed	-$7.27M	–	111
2016 Q1	$7.27M	Buy	260,253 +111,801	+75%	+$3.06M	1.81%	15
2015 Q4	$3.99M	Buy	+148,452	New	+$3.88M	1.7%	13

Other funds holding XMPT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cardan Capital Partners's XMPT Position: Q3 2021 in Review

Cardan Capital Partners increased its VanEck CEF Muni Income ETF (XMPT) stake by 0.97% in Q3 2021, buying an estimated $25.7K and bringing the position to 88,354 shares worth $2.6M. The position accounts for 0.29% of the portfolio, ranked #88.

Cardan Capital Partners first reported a position in XMPT in Q4 2015 and has held it in 14 quarters since. The position peaked at $7.27M in Q1 2016. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2021.

Cardan Capital Partners held 88,354 shares of VanEck CEF Muni Income ETF worth $2.6M as of Q3 2021.
Cardan Capital Partners bought 850 VanEck CEF Muni Income ETF shares in Q3 2021, an estimated $25.7K.
VanEck CEF Muni Income ETF made up 0.29% of Cardan Capital Partners's portfolio in Q3 2021, its #88 holding.
Cardan Capital Partners first reported a position in VanEck CEF Muni Income ETF in Q4 2015 and has held it in 14 quarters since.
Cardan Capital Partners's VanEck CEF Muni Income ETF position peaked at $7.27M in Q1 2016.
46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.