Envestnet Asset Management
XMPT icon

Envestnet Asset Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Envestnet Asset Management’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 		$421K Sell
18,831
-6,190
-25% -$135K ﹤0.01% 4208
2026
Q1 		$538K Sell
25,021
-337,610
-93% -$7.46M ﹤0.01% 3885
2025
Q4 		$7.93M Buy
362,631
+13,359
+4% +$293K ﹤0.01% 1854
2025
Q3 		$7.65M Buy
349,272
+56,189
+19% +$1.18M ﹤0.01% 1946
2025
Q2 		$6.15M Sell
293,083
-24,624
-8% -$513K ﹤0.01% 2059
2025
Q1 		$6.87M Buy
317,707
+36,986
+13% +$809K ﹤0.01% 1901
2024
Q4 		$6.04M Buy
280,721
+117,706
+72% +$2.64M ﹤0.01% 1978
2024
Q3 		$3.78M Sell
163,015
-178,974
-52% -$4.02M ﹤0.01% 2285
2024
Q2 		$7.53M Buy
341,989
+62,308
+22% +$1.33M ﹤0.01% 1742
2024
Q1 		$6.06M Buy
279,681
+71,224
+34% +$1.52M ﹤0.01% 1847
2023
Q4 		$4.42M Sell
208,457
-2,304
-1% -$45.5K ﹤0.01% 1985
2023
Q3 		$3.98M Buy
210,761
+42,731
+25% +$876K ﹤0.01% 1952
2023
Q2 		$3.55M Sell
168,030
-17,998
-10% -$380K ﹤0.01% 1914
2023
Q1 		$4.04M Buy
186,028
+47,342
+34% +$1.03M ﹤0.01% 1757
2022
Q4 		$2.98M Buy
138,686
+100,944
+267% +$2.11M ﹤0.01% 1911
2022
Q3 		$779K Buy
+37,742
New +$874K ﹤0.01% 2754
2022
Q2 		– Sell
-47,609
Closed -$1.21M – 4085
2022
Q1 		$1.21M Buy
+47,609
New +$1.27M ﹤0.01% 2533
2021
Q3 		– Sell
-10,803
Closed -$325K – 3774
2021
Q2 		$325K Buy
+10,803
New +$317K ﹤0.01% 3241
2021
Q1 		– Sell
-9,708
Closed -$277K – 3588
2020
Q4 		$277K Buy
9,708
+1,585
+20% +$43.6K ﹤0.01% 2965
2020
Q3 		$218K Buy
+8,123
New +$220K ﹤0.01% 2881

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Envestnet Asset Management's XMPT Position: Q2 2026 in Review

Envestnet Asset Management reduced its VanEck CEF Muni Income ETF (XMPT) stake by 25% in Q2 2026, selling an estimated $135K and leaving 18,831 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #4208.

Envestnet Asset Management first reported a position in XMPT in Q3 2020 and has held it in 20 quarters since. The position peaked at $7.93M in Q4 2025. 56 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Envestnet Asset Management held 18,831 shares of VanEck CEF Muni Income ETF worth $421K as of Q2 2026.
  • Envestnet Asset Management sold 6,190 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $135K.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4208 holding.
  • Envestnet Asset Management first reported a position in VanEck CEF Muni Income ETF in Q3 2020 and has held it in 20 quarters since.
  • Envestnet Asset Management's VanEck CEF Muni Income ETF position peaked at $7.93M in Q4 2025.
  • 56 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.