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CreativeOne Wealth’s VanEck Long Muni ETF MLN Stock Holding History

CreativeOne Wealth’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
Q1 		$1.13M Buy
64,877
+5,762
+10% +$101K 0.03% 528
2025
Q4 		$1.04M Buy
59,115
+1,462
+3% +$25.7K 0.03% 543
2025
Q3 		$1.01M Buy
57,653
+12,977
+29% +$220K 0.02% 550
2025
Q2 		$755K Sell
44,676
-16,319
-27% -$276K 0.02% 622
2025
Q1 		$1.06M Buy
60,995
+612
+1% +$10.8K 0.03% 468
2024
Q4 		$1.08M Buy
60,383
+2,235
+4% +$40.2K 0.03% 443
2024
Q3 		$1.06M Buy
58,148
+60
+0.1% +$1.09K 0.04% 417
2024
Q2 		$1.04M Sell
58,088
-930
-2% -$16.6K 0.05% 317
2024
Q1 		$1.06M Buy
59,018
+7,595
+15% +$137K 0.04% 363
2023
Q4 		$938K Buy
+51,423
New +$882K 0.06% 261
2023
Q3 		– Sell
-38,883
Closed -$698K – 730
2023
Q2 		$698K Sell
38,883
-2,205
-5% -$39.5K 0.03% 399
2023
Q1 		$740K Buy
41,088
+7,018
+21% +$125K 0.04% 377
2022
Q4 		$595K Buy
34,070
+1,315
+4% +$22.5K 0.03% 383
2022
Q3 		$545K Buy
32,755
+8,098
+33% +$145K 0.03% 381
2022
Q2 		$435K Sell
24,657
-14,829
-38% -$269K 0.02% 450
2022
Q1 		$766K Buy
39,486
+570
+1% +$11.7K 0.04% 332
2021
Q4 		$842K Sell
38,916
-16,611
-30% -$358K 0.04% 325
2021
Q3 		$1.2M Sell
55,527
-2,949
-5% -$64.5K 0.07% 242
2021
Q2 		$1.28M Buy
58,476
+12,901
+28% +$280K 0.08% 206
2021
Q1 		$974K Sell
45,575
-7,664
-14% -$166K 0.07% 204
2020
Q4 		$1.16M Buy
53,239
+23,764
+81% +$511K 0.1% 164
2020
Q3 		$630K Buy
29,475
+5,213
+21% +$112K 0.09% 146
2020
Q2 		$513K Buy
24,262
+1,780
+8% +$36.5K 0.08% 140
2020
Q1 		$459K Buy
+22,482
New +$470K 0.09% 110

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CreativeOne Wealth's MLN Position: Q1 2026 in Review

CreativeOne Wealth increased its VanEck Long Muni ETF (MLN) stake by 9.7% in Q1 2026, buying an estimated $101K and bringing the position to 64,877 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #528.

CreativeOne Wealth first reported a position in MLN in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.28M in Q2 2021. 133 funds tracked by Wall St. Rank hold MLN as of Q1 2026.

  • CreativeOne Wealth held 64,877 shares of VanEck Long Muni ETF worth $1.13M as of Q1 2026.
  • CreativeOne Wealth bought 5,762 VanEck Long Muni ETF shares in Q1 2026, an estimated $101K.
  • VanEck Long Muni ETF made up 0.03% of CreativeOne Wealth's portfolio in Q1 2026, its #528 holding.
  • CreativeOne Wealth first reported a position in VanEck Long Muni ETF in Q1 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's VanEck Long Muni ETF position peaked at $1.28M in Q2 2021.
  • 133 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.