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Diversify Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Diversify Wealth Management’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 		$352K Buy
20,162
+2,433
+14% +$42.8K 0.01% 996
2026
Q1 		$312K Buy
+17,729
New +$311K 0.01% 945

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

Diversify Wealth Management's MLN Position: Q2 2026 in Review

Diversify Wealth Management increased its VanEck Long Muni ETF (MLN) stake by 14% in Q2 2026, buying an estimated $42.8K and bringing the position to 20,162 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #996.

Diversify Wealth Management first reported a position in MLN in Q1 2026 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Diversify Wealth Management held 20,162 shares of VanEck Long Muni ETF worth $352K as of Q2 2026.
  • Diversify Wealth Management bought 2,433 VanEck Long Muni ETF shares in Q2 2026, an estimated $42.8K.
  • VanEck Long Muni ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #996 holding.
  • Diversify Wealth Management first reported a position in VanEck Long Muni ETF in Q1 2026 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.