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Cornerstone Planning Group’s VanEck Long Muni ETF MLN Stock Holding History

Cornerstone Planning 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
Q2 		$22.7K Sell
1,299
-392
-23% -$6.9K ﹤0.01% 635
2026
Q1 		$29.7K Buy
1,691
+17
+1% +$298 ﹤0.01% 546
2025
Q4 		$29.4K Buy
1,674
+652
+64% +$11.5K ﹤0.01% 482
2025
Q3 		$223K Buy
+1,022
New +$17.3K 0.04% 127

Other funds holding MLN

Envestnet Asset Management
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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

Cornerstone Planning Group's MLN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its VanEck Long Muni ETF (MLN) stake by 23% in Q2 2026, selling an estimated $6.9K and leaving 1,299 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Cornerstone Planning Group first reported a position in MLN in Q3 2025 and has held it in 4 quarters since. The position peaked at $223K in Q3 2025. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Cornerstone Planning Group held 1,299 shares of VanEck Long Muni ETF worth $22.7K as of Q2 2026.
  • Cornerstone Planning Group sold 392 VanEck Long Muni ETF shares in Q2 2026, an estimated $6.9K.
  • VanEck Long Muni ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #635 holding.
  • Cornerstone Planning Group first reported a position in VanEck Long Muni ETF in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's VanEck Long Muni ETF position peaked at $223K in Q3 2025.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.