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Cyndeo Wealth Partners’s VanEck Long Muni ETF MLN Stock Holding History

Cyndeo Wealth Partners’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
Q2 		$7.79M Buy
438,155
+14,471
+3% +$255K 0.37% 84
2026
Q1 		$7.39M Buy
423,684
+78,222
+23% +$1.37M 0.39% 83
2025
Q4 		$6.06M Buy
345,462
+12,904
+4% +$227K 0.33% 85
2025
Q3 		$5.81M Sell
332,558
-20,688
-6% -$350K 0.32% 86
2025
Q2 		$5.97M Sell
353,246
-22,416
-6% -$379K 0.35% 84
2025
Q1 		$6.53M Sell
375,662
-59,912
-14% -$1.06M 0.43% 75
2024
Q4 		$7.79M Buy
435,574
+28,250
+7% +$509K 0.53% 59
2024
Q3 		$7.45M Buy
407,324
+62,560
+18% +$1.13M 0.52% 57
2024
Q2 		$6.16M Sell
344,764
-9,290
-3% -$165K 0.48% 60
2024
Q1 		$6.38M Buy
354,054
+72,242
+26% +$1.3M 0.53% 53
2023
Q4 		$5.14M Sell
281,812
-128,134
-31% -$2.2M 0.48% 61
2023
Q3 		$6.85M Sell
409,946
-32,221
-7% -$565K 0.71% 37
2023
Q2 		$7.94M Buy
442,167
+22,047
+5% +$395K 0.83% 27
2023
Q1 		$7.57M Buy
420,120
+154,911
+58% +$2.76M 0.82% 27
2022
Q4 		$4.63M Buy
+265,209
New +$4.54M 0.54% 61

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Cyndeo Wealth Partners's MLN Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its VanEck Long Muni ETF (MLN) stake by 3.4% in Q2 2026, buying an estimated $255K and bringing the position to 438,155 shares worth $7.79M. The position accounts for 0.37% of the portfolio, ranked #84.

Cyndeo Wealth Partners first reported a position in MLN in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.94M in Q2 2023. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Cyndeo Wealth Partners held 438,155 shares of VanEck Long Muni ETF worth $7.79M as of Q2 2026.
  • Cyndeo Wealth Partners bought 14,471 VanEck Long Muni ETF shares in Q2 2026, an estimated $255K.
  • VanEck Long Muni ETF made up 0.37% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Cyndeo Wealth Partners first reported a position in VanEck Long Muni ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's VanEck Long Muni ETF position peaked at $7.94M in Q2 2023.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.