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Financial Advocates Investment Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-15,466
Closed -$332K – 831
2022
Q4 		$332K Sell
15,466
-666
-4% -$13.9K 0.02% 536
2022
Q3 		$333K Buy
16,132
+6,198
+62% +$144K 0.03% 519
2022
Q2 		$229K Buy
+9,934
New +$232K 0.02% 577

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's XMPT Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2023, closing a stake of 15,466 shares — an estimated $332K sold.

Financial Advocates Investment Management first reported a position in XMPT in Q2 2022 and held it in 3 quarters. The position peaked at $333K in Q3 2022. 51 funds tracked by Wall St. Rank hold XMPT as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining VanEck CEF Muni Income ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 15,466 VanEck CEF Muni Income ETF shares in Q1 2023, an estimated $332K.
  • Financial Advocates Investment Management first reported a position in VanEck CEF Muni Income ETF in Q2 2022 and held it in 3 quarters.
  • Financial Advocates Investment Management's VanEck CEF Muni Income ETF position peaked at $333K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.