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First Command Advisory Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

First Command 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
2024
Q1 		– Sell
-1,134
Closed -$24K – 674
2023
Q4 		$24K Buy
+1,134
New +$22.4K ﹤0.01% 293

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First Command Advisory Services's XMPT Position: Q1 2024 in Review

First Command Advisory Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2024, closing a stake of 1,134 shares — an estimated $24K sold.

First Command Advisory Services first reported a position in XMPT in Q4 2023 and held it in 1 quarter. The position peaked at $24K in Q4 2023. 54 funds tracked by Wall St. Rank hold XMPT as of Q1 2024.

  • First Command Advisory Services reported no remaining VanEck CEF Muni Income ETF position as of Q1 2024 after selling out during the quarter.
  • First Command Advisory Services sold 1,134 VanEck CEF Muni Income ETF shares in Q1 2024, an estimated $24K.
  • First Command Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q4 2023 and held it in 1 quarter.
  • First Command Advisory Services's VanEck CEF Muni Income ETF position peaked at $24K in Q4 2023.
  • 54 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2024.

Based on First Command Advisory Services's 13F filing for Q1 2024, filed 2 May 2024.