CWM
MLN icon

Congress Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Congress Wealth 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
2025
Q2 		$179K Hold
10,577
– – ﹤0.01% 1146
2025
Q1 		$184K Buy
+10,577
New +$187K ﹤0.01% 1037

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $599M AUM 19.96% 1-Year Est. Return

Congress Wealth Management's MLN Position: Q2 2025 in Review

Congress Wealth Management held its VanEck Long Muni ETF (MLN) position steady in Q2 2025 at 10,577 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

Congress Wealth Management first reported a position in MLN in Q1 2025 and has held it in 2 quarters since. The position peaked at $184K in Q1 2025. 115 funds tracked by Wall St. Rank hold MLN as of Q2 2025.

  • Congress Wealth Management held 10,577 shares of VanEck Long Muni ETF worth $179K as of Q2 2025.
  • Congress Wealth Management left its VanEck Long Muni ETF share count unchanged in Q2 2025.
  • VanEck Long Muni ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1146 holding.
  • Congress Wealth Management first reported a position in VanEck Long Muni ETF in Q1 2025 and has held it in 2 quarters since.
  • Congress Wealth Management's VanEck Long Muni ETF position peaked at $184K in Q1 2025.
  • 115 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.