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XMPT icon

CreativeOne Wealth’s VanEck CEF Muni Income ETF XMPT Stock Holding History

CreativeOne Wealth’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
Q1 		– Sell
-6,800
Closed -$201K – 829
2021
Q4 		$201K Buy
+6,800
New +$199K 0.01% 722

Other funds holding XMPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

CreativeOne Wealth's XMPT Position: Q1 2022 in Review

CreativeOne Wealth sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2022, closing a stake of 6,800 shares — an estimated $201K sold.

CreativeOne Wealth first reported a position in XMPT in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 48 funds tracked by Wall St. Rank hold XMPT as of Q1 2022.

  • CreativeOne Wealth reported no remaining VanEck CEF Muni Income ETF position as of Q1 2022 after selling out during the quarter.
  • CreativeOne Wealth sold 6,800 VanEck CEF Muni Income ETF shares in Q1 2022, an estimated $201K.
  • CreativeOne Wealth first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and held it in 1 quarter.
  • CreativeOne Wealth's VanEck CEF Muni Income ETF position peaked at $201K in Q4 2021.
  • 48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2022.

Based on CreativeOne Wealth's 13F filing for Q1 2022, filed 13 May 2022.