Creative Planning’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Creative Planning’s Portfolio XMPT Stock Details XMPT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-19,465	Closed	-$493K	–	2563
2022 Q1	$493K	Sell	19,465 -141,359	-88%	-$3.78M	﹤0.01%	1326
2021 Q4	$4.76M	Buy	+160,824	New	+$4.7M	0.01%	429
2017 Q3	–	Sell	-1,000	Closed	-$27K	–	3746
2017 Q2	$27K	Hold	1,000	–	–	﹤0.01%	2967
2017 Q1	$26K	Hold	1,000	–	–	﹤0.01%	2954
2016 Q4	$26K	Hold	1,000	–	–	﹤0.01%	2904
2016 Q3	$29K	Hold	1,000	–	–	﹤0.01%	2774
2016 Q2	$30K	Hold	1,000	–	–	﹤0.01%	2500
2016 Q1	$28K	Hold	1,000	–	–	﹤0.01%	2522
2015 Q4	$27K	Hold	1,000	–	–	﹤0.01%	2623
2015 Q3	$26K	Buy	+1,000	New	+$25.4K	﹤0.01%	2535
2015 Q2	–	Sell	-3,200	Closed	-$86K	–	3059
2015 Q1	$86K	Buy	3,200 +1,000	+45%	+$26.7K	﹤0.01%	1652
2014 Q4	$57K	Buy	2,200 +1,000	+83%	+$26K	﹤0.01%	1925
2014 Q3	$31K	Buy	+1,200	New	+$30.7K	﹤0.01%	2230

Other funds holding XMPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Creative Planning's XMPT Position: Q2 2022 in Review

Creative Planning sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2022, closing a stake of 19,465 shares — an estimated $493K sold.

Creative Planning first reported a position in XMPT in Q3 2014 and held it in 13 quarters. The position peaked at $4.76M in Q4 2021. 43 funds tracked by Wall St. Rank hold XMPT as of Q2 2022.

Creative Planning reported no remaining VanEck CEF Muni Income ETF position as of Q2 2022 after selling out during the quarter.
Creative Planning sold 19,465 VanEck CEF Muni Income ETF shares in Q2 2022, an estimated $493K.
Creative Planning first reported a position in VanEck CEF Muni Income ETF in Q3 2014 and held it in 13 quarters.
Creative Planning's VanEck CEF Muni Income ETF position peaked at $4.76M in Q4 2021.
43 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2022.

Based on Creative Planning's 13F filing for Q2 2022, filed 15 Aug 2022.