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Estate Counselors’s VanEck Long Muni ETF MLN Stock Holding History

Estate Counselors’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
2023
Q4 		– Sell
-17,570
Closed -$294K – 130
2023
Q3 		$294K Sell
17,570
-125,730
-88% -$2.2M 0.04% 116
2023
Q2 		$2.57M Buy
143,300
+78,800
+122% +$1.41M 0.33% 47
2023
Q1 		$1.16M Buy
64,500
+1,825
+3% +$32.5K 0.15% 93
2022
Q4 		$1.09M Buy
+62,675
New +$1.07M 0.15% 95

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Estate Counselors's MLN Position: Q4 2023 in Review

Estate Counselors sold out of VanEck Long Muni ETF (MLN) in Q4 2023, closing a stake of 17,570 shares — an estimated $294K sold.

Estate Counselors first reported a position in MLN in Q4 2022 and held it in 4 quarters. The position peaked at $2.57M in Q2 2023. 101 funds tracked by Wall St. Rank hold MLN as of Q4 2023.

  • Estate Counselors reported no remaining VanEck Long Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Estate Counselors sold 17,570 VanEck Long Muni ETF shares in Q4 2023, an estimated $294K.
  • Estate Counselors first reported a position in VanEck Long Muni ETF in Q4 2022 and held it in 4 quarters.
  • Estate Counselors's VanEck Long Muni ETF position peaked at $2.57M in Q2 2023.
  • 101 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q4 2023.

Based on Estate Counselors's 13F filing for Q4 2023, filed 23 Jan 2024.