CFO4Life Group’s VanEck Long Muni ETF MLN Stock Holding History

CFO4Life Group’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	$625K	Hold	35,830	–	–	0.1%	106
2025 Q4	$628K	Hold	35,830	–	–	0.09%	110
2025 Q3	$626K	Hold	35,830	–	–	0.09%	114
2025 Q2	$605K	Sell	35,830 -5,800	-14%	-$98.2K	0.09%	114
2025 Q1	$724K	Hold	41,630	–	–	0.12%	87
2024 Q4	$744K	Hold	41,630	–	–	0.13%	89
2024 Q3	$762K	Hold	41,630	–	–	0.13%	91
2024 Q2	$744K	Hold	41,630	–	–	0.14%	87
2024 Q1	$750K	Sell	41,630 -5,850	-12%	-$105K	0.14%	85
2023 Q4	$867K	Buy	+47,480	New	+$814K	0.17%	71

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CFO4Life Group's MLN Position: Q1 2026 in Review

CFO4Life Group held its VanEck Long Muni ETF (MLN) position steady in Q1 2026 at 35,830 shares worth $625K. The position accounts for 0.1% of the portfolio, ranked #106.

CFO4Life Group first reported a position in MLN in Q4 2023 and has held it in 10 quarters since. The position peaked at $867K in Q4 2023. 133 funds tracked by Wall St. Rank hold MLN as of Q1 2026.

CFO4Life Group held 35,830 shares of VanEck Long Muni ETF worth $625K as of Q1 2026.
CFO4Life Group left its VanEck Long Muni ETF share count unchanged in Q1 2026.
VanEck Long Muni ETF made up 0.1% of CFO4Life Group's portfolio in Q1 2026, its #106 holding.
CFO4Life Group first reported a position in VanEck Long Muni ETF in Q4 2023 and has held it in 10 quarters since.
CFO4Life Group's VanEck Long Muni ETF position peaked at $867K in Q4 2023.
133 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.