Concurrent Investment Advisors’s VanEck Long Muni ETF MLN Stock Holding History

Concurrent Investment Advisors’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 Q2	$203K	Sell	11,434 -1,552	-12%	-$27.3K	﹤0.01%	1938
2026 Q1	$226K	Sell	12,986 -2,968	-19%	-$52.1K	﹤0.01%	1672
2025 Q4	$280K	Sell	15,954 -3,997	-20%	-$70.3K	﹤0.01%	1439
2025 Q3	$349K	Buy	19,951 +974	+5%	+$16.5K	0.01%	1084
2025 Q2	$321K	Buy	18,977 +8,192	+76%	+$139K	0.01%	1035
2025 Q1	$188K	Buy	+10,785	New	+$191K	﹤0.01%	1138

Other funds holding MLN

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Concurrent Investment Advisors's MLN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its VanEck Long Muni ETF (MLN) stake by 12% in Q2 2026, selling an estimated $27.3K and leaving 11,434 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Concurrent Investment Advisors first reported a position in MLN in Q1 2025 and has held it in 6 quarters since. The position peaked at $349K in Q3 2025. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

Concurrent Investment Advisors held 11,434 shares of VanEck Long Muni ETF worth $203K as of Q2 2026.
Concurrent Investment Advisors sold 1,552 VanEck Long Muni ETF shares in Q2 2026, an estimated $27.3K.
VanEck Long Muni ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1938 holding.
Concurrent Investment Advisors first reported a position in VanEck Long Muni ETF in Q1 2025 and has held it in 6 quarters since.
Concurrent Investment Advisors's VanEck Long Muni ETF position peaked at $349K in Q3 2025.
141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.