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

Cornerstone 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
2023
Q3 		– Sell
-19,326
Closed -$347K – 538
2023
Q2 		$347K Hold
19,326
– – 0.03% 373
2023
Q1 		$348K Buy
+19,326
New +$344K 0.03% 349
2022
Q3 		$239K Sell
14,343
-7
-0% -$125 0.03% 388
2022
Q2 		$253K Sell
14,350
-3,114
-18% -$56.5K 0.03% 383
2022
Q1 		$339K Sell
17,464
-647
-4% -$13.3K 0.03% 344
2021
Q4 		$392K Buy
18,111
+328
+2% +$7.08K 0.04% 333
2021
Q3 		$383K Hold
17,783
– – 0.04% 315
2021
Q2 		$390K Buy
17,783
+1,879
+12% +$40.8K 0.04% 324
2021
Q1 		$340K Buy
15,904
+620
+4% +$13.4K 0.04% 334
2020
Q4 		$332K Sell
15,284
-85
-0.6% -$1.83K 0.04% 316
2020
Q3 		$329K Buy
15,369
+3,443
+29% +$73.7K 0.05% 285
2020
Q2 		$252K Buy
11,926
+1,251
+12% +$25.7K 0.04% 305
2020
Q1 		$218K Buy
+10,675
New +$223K 0.04% 313

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AFG
ABLE Financial Group Scottsdale, Arizona $596M AUM 23.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

Cornerstone Wealth Management's MLN Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q3 2023, closing a stake of 19,326 shares — an estimated $347K sold.

Cornerstone Wealth Management first reported a position in MLN in Q1 2020 and held it in 13 quarters. The position peaked at $392K in Q4 2021. 85 funds tracked by Wall St. Rank hold MLN as of Q3 2023.

  • Cornerstone Wealth Management reported no remaining VanEck Long Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 19,326 VanEck Long Muni ETF shares in Q3 2023, an estimated $347K.
  • Cornerstone Wealth Management first reported a position in VanEck Long Muni ETF in Q1 2020 and held it in 13 quarters.
  • Cornerstone Wealth Management's VanEck Long Muni ETF position peaked at $392K in Q4 2021.
  • 85 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.