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Financial Advocates Investment Management’s VanEck Long Muni ETF MLN Stock Holding History

Financial Advocates Investment 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
2025
Q1 		– Sell
-15,452
Closed -$276K – 770
2024
Q4 		$276K Sell
15,452
-256
-2% -$4.61K 0.02% 617
2024
Q3 		$277K Buy
15,708
+544
+4% +$9.85K 0.02% 622
2024
Q2 		$271K Sell
15,164
-4,176
-22% -$74.4K 0.02% 599
2024
Q1 		$340K Buy
19,340
+3,054
+19% +$55.1K 0.02% 547
2023
Q4 		$296K Buy
16,286
+161
+1% +$2.76K 0.02% 558
2023
Q3 		$268K Sell
16,125
-2,441
-13% -$42.8K 0.02% 561
2023
Q2 		$333K Sell
18,566
-845
-4% -$15.1K 0.02% 496
2023
Q1 		$350K Buy
19,411
+67
+0.3% +$1.19K 0.03% 509
2022
Q4 		$338K Buy
19,344
+2,636
+16% +$45.1K 0.03% 527
2022
Q3 		$302K Sell
16,708
-34,528
-67% -$617K 0.02% 539
2022
Q2 		$905K Buy
+51,236
New +$929K 0.07% 280
2021
Q4 		– Sell
-11,300
Closed -$243K – 790
2021
Q3 		$243K Buy
+11,300
New +$247K 0.02% 659
2018
Q1 		– Sell
-10,360
Closed -$211K – 520
2017
Q4 		$211K Buy
+10,360
New +$209K 0.03% 448

Other funds holding MLN

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MWAM
Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

Financial Advocates Investment Management's MLN Position: Q1 2025 in Review

Financial Advocates Investment Management sold out of VanEck Long Muni ETF (MLN) in Q1 2025, closing a stake of 15,452 shares — an estimated $276K sold.

Financial Advocates Investment Management first reported a position in MLN in Q4 2017 and held it in 13 quarters. The position peaked at $905K in Q2 2022. 108 funds tracked by Wall St. Rank hold MLN as of Q1 2025.

  • Financial Advocates Investment Management reported no remaining VanEck Long Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,452 VanEck Long Muni ETF shares in Q1 2025, an estimated $276K.
  • Financial Advocates Investment Management first reported a position in VanEck Long Muni ETF in Q4 2017 and held it in 13 quarters.
  • Financial Advocates Investment Management's VanEck Long Muni ETF position peaked at $905K in Q2 2022.
  • 108 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2025.

Based on Financial Advocates Investment Management's 13F filing for Q1 2025, filed 28 Apr 2025.