FFAS
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FIG Financial Advisory Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

FIG Financial Advisory Services’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
Q1 		– Sell
-98,086
Closed -$2.15M – 82
2025
Q4 		$2.15M Buy
+98,086
New +$2.15M 1.36% 15

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 $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

FIG Financial Advisory Services's XMPT Position: Q1 2026 in Review

FIG Financial Advisory Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2026, closing a stake of 98,086 shares — an estimated $2.15M sold.

FIG Financial Advisory Services first reported a position in XMPT in Q4 2025 and held it in 1 quarter. The position peaked at $2.15M in Q4 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • FIG Financial Advisory Services reported no remaining VanEck CEF Muni Income ETF position as of Q1 2026 after selling out during the quarter.
  • FIG Financial Advisory Services sold 98,086 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $2.15M.
  • FIG Financial Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q4 2025 and held it in 1 quarter.
  • FIG Financial Advisory Services's VanEck CEF Muni Income ETF position peaked at $2.15M in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on FIG Financial Advisory Services's 13F filing for Q1 2026, filed 10 Aug 2026.