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Concourse Financial Group Securities’s VanEck Long Muni ETF MLN Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-3,330
Closed -$59.1K – 1291
2024
Q4 		$59.1K Buy
3,330
+850
+34% +$15.3K ﹤0.01% 1141
2024
Q3 		$45.4K Hold
2,480
– – ﹤0.01% 1221
2024
Q2 		$44.3K Buy
2,480
+12
+0.5% +$214 ﹤0.01% 1226
2024
Q1 		$44.4K Buy
2,468
+1,132
+85% +$20.4K ﹤0.01% 1226
2023
Q4 		$24.4K Hold
1,336
– – ﹤0.01% 1426
2023
Q3 		$22.3K Sell
1,336
-164
-11% -$2.87K ﹤0.01% 1402
2023
Q2 		$26.9K Buy
1,500
+14
+0.9% +$251 ﹤0.01% 1348
2023
Q1 		$26.8K Hold
1,486
– – ﹤0.01% 1367
2022
Q4 		$25.9K Hold
1,486
– – ﹤0.01% 1366
2022
Q3 		$25K Hold
1,486
– – ﹤0.01% 1226
2022
Q2 		$26K Hold
1,486
– – ﹤0.01% 1360
2022
Q1 		$29K Buy
1,486
+7
+0.5% +$143 ﹤0.01% 1359
2021
Q4 		$32K Hold
1,479
– – ﹤0.01% 1469
2021
Q3 		$32K Hold
1,479
– – ﹤0.01% 1498
2021
Q2 		$32K Sell
1,479
-406
-22% -$8.83K ﹤0.01% 1479
2021
Q1 		$40K Sell
1,885
-7,447
-80% -$161K ﹤0.01% 1307
2020
Q4 		$203K Buy
9,332
+7,181
+334% +$154K 0.02% 630
2020
Q3 		$46K Hold
2,151
– – ﹤0.01% 1095
2020
Q2 		$45K Hold
2,151
– – ﹤0.01% 1030
2020
Q1 		$44K Buy
2,151
+1,677
+354% +$35.1K ﹤0.01% 955
2019
Q4 		$10K Buy
+474
New +$9.98K ﹤0.01% 1444

Other funds holding MLN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Concourse Financial Group Securities's MLN Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of VanEck Long Muni ETF (MLN) in Q1 2025, closing a stake of 3,330 shares — an estimated $59.1K sold.

Concourse Financial Group Securities first reported a position in MLN in Q4 2019 and held it in 21 quarters. The position peaked at $203K in Q4 2020. 108 funds tracked by Wall St. Rank hold MLN as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining VanEck Long Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 3,330 VanEck Long Muni ETF shares in Q1 2025, an estimated $59.1K.
  • Concourse Financial Group Securities first reported a position in VanEck Long Muni ETF in Q4 2019 and held it in 21 quarters.
  • Concourse Financial Group Securities's VanEck Long Muni ETF position peaked at $203K in Q4 2020.
  • 108 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.