Cetera Investment Advisers
XMPT icon

Cetera Investment Advisers’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$1.12M Sell
52,148
-89,123
-63% -$1.97M ﹤0.01% 2807
2025
Q4 		$3.09M Sell
141,271
-3,136
-2% -$68.7K ﹤0.01% 1827
2025
Q3 		$3.16M Buy
144,407
+19,471
+16% +$411K ﹤0.01% 1785
2025
Q2 		$2.62M Buy
124,936
+1,693
+1% +$35.3K ﹤0.01% 1644
2025
Q1 		$2.67M Buy
123,243
+10,245
+9% +$224K 0.01% 1547
2024
Q4 		$2.43M Buy
112,998
+31,526
+39% +$707K 0.01% 1511
2024
Q3 		$1.89M Sell
81,472
-28,211
-26% -$634K ﹤0.01% 1662
2024
Q2 		$2.41M Buy
109,683
+6,936
+7% +$148K 0.01% 1433
2024
Q1 		$2.22M Buy
102,747
+80,075
+353% +$1.71M 0.01% 1462
2023
Q4 		$480K Buy
22,672
+3,260
+17% +$64.4K ﹤0.01% 1512
2023
Q3 		$367K Buy
19,412
+6,095
+46% +$125K ﹤0.01% 1595
2023
Q2 		$282K Sell
13,317
-933
-7% -$19.7K ﹤0.01% 1792
2023
Q1 		$309K Sell
14,250
-1,611
-10% -$35K ﹤0.01% 1685
2022
Q4 		$341K Buy
+15,861
New +$332K ﹤0.01% 1583
2022
Q2 		– Sell
-8,449
Closed -$214K – 1965
2022
Q1 		$214K Sell
8,449
-274
-3% -$7.32K ﹤0.01% 1672
2021
Q4 		$258K Sell
8,723
-2,684
-24% -$78.5K ﹤0.01% 1579
2021
Q3 		$335K Sell
11,407
-539
-5% -$16.3K 0.01% 1367
2021
Q2 		$360K Buy
11,946
+557
+5% +$16.4K 0.01% 1302
2021
Q1 		$326K Buy
11,389
+102
+0.9% +$2.9K 0.01% 1218
2020
Q4 		$322K Buy
+11,287
New +$310K 0.01% 1202

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Cetera Investment Advisers's XMPT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its VanEck CEF Muni Income ETF (XMPT) stake by 63% in Q1 2026, selling an estimated $1.97M and leaving 52,148 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2807.

Cetera Investment Advisers first reported a position in XMPT in Q4 2020 and has held it in 20 quarters since. The position peaked at $3.16M in Q3 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • Cetera Investment Advisers held 52,148 shares of VanEck CEF Muni Income ETF worth $1.12M as of Q1 2026.
  • Cetera Investment Advisers sold 89,123 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $1.97M.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2807 holding.
  • Cetera Investment Advisers first reported a position in VanEck CEF Muni Income ETF in Q4 2020 and has held it in 20 quarters since.
  • Cetera Investment Advisers's VanEck CEF Muni Income ETF position peaked at $3.16M in Q3 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.