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Cetera Advisor Networks’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$1.4M Buy
64,644
+8,419
+15% +$180K 0.01% 1232
2023
Q4 		$1.19M Buy
56,225
+3,527
+7% +$69.6K 0.01% 1266
2023
Q3 		$996K Buy
52,698
+1,518
+3% +$31.1K 0.01% 1278
2023
Q2 		$1.08M Sell
51,180
-6,182
-11% -$131K 0.01% 1219
2023
Q1 		$1.24M Sell
57,362
-3,269
-5% -$71.1K 0.01% 1104
2022
Q4 		$1.3M Buy
60,631
+5,574
+10% +$117K 0.01% 1034
2022
Q3 		$1.14M Buy
55,057
+3,676
+7% +$85.2K 0.01% 823
2022
Q2 		$1.18M Sell
51,381
-4,161
-7% -$97.2K 0.02% 805
2022
Q1 		$1.41M Buy
55,542
+1,616
+3% +$43.2K 0.02% 764
2021
Q4 		$1.6M Buy
53,926
+4,653
+9% +$136K 0.02% 694
2021
Q3 		$1.45M Buy
49,273
+11,739
+31% +$354K 0.02% 674
2021
Q2 		$1.13M Buy
37,534
+6,601
+21% +$194K 0.02% 774
2021
Q1 		$885K Buy
30,933
+3,488
+13% +$99.1K 0.02% 617
2020
Q4 		$782K Buy
27,445
+3,161
+13% +$86.9K 0.02% 623
2020
Q3 		$653K Sell
24,284
-164
-0.7% -$4.44K 0.02% 609
2020
Q2 		$643K Hold
24,448
– – 0.02% 600
2020
Q1 		$622K Buy
24,448
+1,768
+8% +$48.1K 0.02% 547
2019
Q4 		$626K Buy
22,680
+9,586
+73% +$263K 0.02% 653
2019
Q3 		$363K Buy
13,094
+1,683
+15% +$46.2K 0.01% 839
2019
Q2 		$308K Buy
11,411
+2,661
+30% +$70.2K 0.01% 899
2019
Q1 		$229K Buy
+8,750
New +$221K 0.01% 995

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Advisor Networks's XMPT Position: Q1 2024 in Review

Cetera Advisor Networks increased its VanEck CEF Muni Income ETF (XMPT) stake by 15% in Q1 2024, buying an estimated $180K and bringing the position to 64,644 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #1232.

Cetera Advisor Networks first reported a position in XMPT in Q1 2019 and has held it in 21 quarters since. The position peaked at $1.6M in Q4 2021. 54 funds tracked by Wall St. Rank hold XMPT as of Q1 2024.

  • Cetera Advisor Networks held 64,644 shares of VanEck CEF Muni Income ETF worth $1.4M as of Q1 2024.
  • Cetera Advisor Networks bought 8,419 VanEck CEF Muni Income ETF shares in Q1 2024, an estimated $180K.
  • VanEck CEF Muni Income ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1232 holding.
  • Cetera Advisor Networks first reported a position in VanEck CEF Muni Income ETF in Q1 2019 and has held it in 21 quarters since.
  • Cetera Advisor Networks's VanEck CEF Muni Income ETF position peaked at $1.6M in Q4 2021.
  • 54 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.