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Confluence Investment Management’s VanEck Long Muni ETF MLN Stock Holding History

Confluence Investment Management’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 		$922K Sell
51,847
-118,106
-69% -$2.08M 0.01% 225
2026
Q1 		$2.96M Buy
169,953
+12,899
+8% +$226K 0.05% 132
2025
Q4 		$2.75M Sell
157,054
-71,220
-31% -$1.25M 0.04% 142
2025
Q3 		$3.99M Sell
228,274
-22,304
-9% -$378K 0.06% 129
2025
Q2 		$4.23M Sell
250,578
-1,258
-0.5% -$21.3K 0.06% 132
2025
Q1 		$4.38M Buy
251,836
+45,898
+22% +$812K 0.06% 137
2024
Q4 		$3.68M Buy
+205,938
New +$3.71M 0.05% 147
2024
Q1 		– Sell
-226,755
Closed -$4.14M – 311
2023
Q4 		$4.14M Buy
+226,755
New +$3.89M 0.06% 147
2023
Q1 		– Sell
-69,245
Closed -$1.21M – 314
2022
Q4 		$1.21M Sell
69,245
-484,717
-88% -$8.29M 0.02% 189
2022
Q3 		$9.22M Buy
553,962
+24,646
+5% +$440K 0.15% 110
2022
Q2 		$9.35M Buy
529,316
+10,128
+2% +$184K 0.15% 112
2022
Q1 		$10.1M Sell
519,188
-252,231
-33% -$5.17M 0.14% 112
2021
Q4 		$16.7M Buy
771,419
+20,456
+3% +$441K 0.22% 93
2021
Q3 		$16.2M Buy
750,963
+13,666
+2% +$299K 0.23% 98
2021
Q2 		$16.2M Buy
737,297
+17,604
+2% +$383K 0.21% 100
2021
Q1 		$15.4M Buy
719,693
+39,918
+6% +$862K 0.22% 102
2020
Q4 		$14.8M Buy
679,775
+6,782
+1% +$146K 0.22% 102
2020
Q3 		$14.4M Sell
672,993
-21,800
-3% -$467K 0.23% 99
2020
Q2 		$14.7M Sell
694,793
-15,877
-2% -$326K 0.25% 95
2020
Q1 		$14.5M Buy
710,670
+246,082
+53% +$5.15M 0.28% 91
2019
Q4 		$9.64M Sell
464,588
-239,802
-34% -$5.05M 0.15% 111
2019
Q3 		$14.9M Buy
704,390
+239,802
+52% +$5.05M 0.23% 99
2019
Q2 		$9.64M Buy
464,588
+9,569
+2% +$196K 0.15% 111
2019
Q1 		$9.24M Buy
455,019
+6,934
+2% +$137K 0.16% 111
2018
Q4 		$8.77M Sell
448,085
-2,798
-0.6% -$53.8K 0.16% 109
2018
Q3 		$8.73M Buy
450,883
+1,829
+0.4% +$36K 0.15% 106
2018
Q2 		$8.91M Sell
449,054
-13,026
-3% -$257K 0.16% 105
2018
Q1 		$9.19M Sell
462,080
-14,104
-3% -$279K 0.17% 103
2017
Q4 		$9.68M Buy
476,184
+14,238
+3% +$287K 0.18% 97
2017
Q3 		$9.22M Buy
461,946
+9,979
+2% +$200K 0.18% 104
2017
Q2 		$8.98M Buy
451,967
+9,759
+2% +$193K 0.18% 106
2017
Q1 		$8.65M Sell
442,208
-12,024
-3% -$233K 0.19% 106
2016
Q4 		$8.79M Sell
454,232
-62,191
-12% -$1.23M 0.21% 103
2016
Q3 		$10.7M Sell
516,423
-46,626
-8% -$976K 0.28% 84
2016
Q2 		$11.9M Buy
563,049
+57,299
+11% +$1.18M 0.33% 69
2016
Q1 		$10.3M Buy
505,750
+81,589
+19% +$1.64M 0.31% 71
2015
Q4 		$8.45M Buy
424,161
+56,226
+15% +$1.11M 0.28% 87
2015
Q3 		$7.19M Sell
367,935
-3,721
-1% -$72K 0.26% 95
2015
Q2 		$7.14M Buy
371,656
+54,087
+17% +$1.05M 0.26% 95
2015
Q1 		$6.33M Buy
+317,569
New +$6.34M 0.24% 106

Other funds holding MLN

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FWA
FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Confluence Investment Management's MLN Position: Q2 2026 in Review

Confluence Investment Management reduced its VanEck Long Muni ETF (MLN) stake by 69% in Q2 2026, selling an estimated $2.08M and leaving 51,847 shares worth $922K. The position accounts for 0.01% of the portfolio, ranked #225.

Confluence Investment Management first reported a position in MLN in Q1 2015 and has held it in 40 quarters since. The position peaked at $16.7M in Q4 2021. 16 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Confluence Investment Management held 51,847 shares of VanEck Long Muni ETF worth $922K as of Q2 2026.
  • Confluence Investment Management sold 118,106 VanEck Long Muni ETF shares in Q2 2026, an estimated $2.08M.
  • VanEck Long Muni ETF made up 0.01% of Confluence Investment Management's portfolio in Q2 2026, its #225 holding.
  • Confluence Investment Management first reported a position in VanEck Long Muni ETF in Q1 2015 and has held it in 40 quarters since.
  • Confluence Investment Management's VanEck Long Muni ETF position peaked at $16.7M in Q4 2021.
  • 16 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.