Cross Staff Investments’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Cross Staff Investments’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
2026 Q2	$670K	Hold	30,000	–	–	0.38%	68
2026 Q1	$645K	Hold	30,000	–	–	0.33%	64
2025 Q4	$656K	Hold	30,000	–	–	0.36%	65
2025 Q3	$657K	Hold	30,000	–	–	0.46%	64
2025 Q2	$630K	Hold	30,000	–	–	0.47%	64
2025 Q1	$649K	Hold	30,000	–	–	0.49%	59
2024 Q4	$645K	Sell	30,000 -5,000	-14%	-$112K	0.45%	53
2024 Q3	$811K	Hold	35,000	–	–	0.63%	44
2024 Q2	$770K	Hold	35,000	–	–	0.64%	46
2024 Q1	$758K	Hold	35,000	–	–	0.64%	47
2023 Q4	$741K	Hold	35,000	–	–	0.66%	44
2023 Q3	$662K	Sell	35,000 -4,000	-10%	-$82K	0.65%	45
2023 Q2	$824K	Hold	39,000	–	–	0.76%	38
2023 Q1	$846K	Hold	39,000	–	–	0.84%	33
2022 Q4	$838K	Buy	39,000 +15,000	+63%	+$314K	0.88%	31
2022 Q3	$495K	Hold	24,000	–	–	0.55%	52
2022 Q2	$552K	Hold	24,000	–	–	0.61%	49
2022 Q1	$607K	Sell	24,000 -1,150	-5%	-$30.7K	0.56%	49
2021 Q4	$745K	Buy	+25,150	New	+$735K	0.67%	40

Other funds holding XMPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Cross Staff Investments's XMPT Position: Q2 2026 in Review

Cross Staff Investments held its VanEck CEF Muni Income ETF (XMPT) position steady in Q2 2026 at 30,000 shares worth $670K. The position accounts for 0.38% of the portfolio, ranked #68.

Cross Staff Investments first reported a position in XMPT in Q4 2021 and has held it in 19 quarters since. The position peaked at $846K in Q1 2023. 56 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Cross Staff Investments held 30,000 shares of VanEck CEF Muni Income ETF worth $670K as of Q2 2026.
Cross Staff Investments left its VanEck CEF Muni Income ETF share count unchanged in Q2 2026.
VanEck CEF Muni Income ETF made up 0.38% of Cross Staff Investments's portfolio in Q2 2026, its #68 holding.
Cross Staff Investments first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and has held it in 19 quarters since.
Cross Staff Investments's VanEck CEF Muni Income ETF position peaked at $846K in Q1 2023.
56 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.