FOCUS Wealth Advisors’s VanEck Long Muni ETF MLN Stock Holding History

FOCUS Wealth Advisors’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
2026 Q2	$1.09M	Buy	61,535 +133	+0.2%	+$2.34K	0.51%	39
2026 Q1	$1.07M	Sell	61,402 -1,499	-2%	-$26.3K	0.52%	37
2025 Q4	$1.1M	Buy	62,901 +2,950	+5%	+$51.9K	0.51%	37
2025 Q3	$1.05M	Buy	59,951 +5,323	+10%	+$90.1K	0.5%	37
2025 Q2	$923K	Buy	54,628 +1,415	+3%	+$24K	0.48%	39
2025 Q1	$925K	Buy	53,213 +5,441	+11%	+$96.2K	0.51%	37
2024 Q4	$854K	Sell	47,772 -2,389	-5%	-$43K	0.45%	37
2024 Q3	$918K	Hold	50,161	–	–	0.46%	38
2024 Q2	$896K	Buy	50,161 +1,855	+4%	+$33K	0.46%	38
2024 Q1	$870K	Buy	48,306 +21,525	+80%	+$388K	0.47%	38
2023 Q4	$489K	Sell	26,781 -5,338	-17%	-$91.6K	0.31%	42
2023 Q3	$537K	Hold	32,119	–	–	0.37%	40
2023 Q2	$577K	Hold	32,119	–	–	0.39%	39
2023 Q1	$578K	Sell	32,119 -355	-1%	-$6.33K	0.38%	39
2022 Q4	$567K	Sell	32,474 -65	-0.2%	-$1.11K	0.39%	37
2022 Q3	$541K	Hold	32,539	–	–	0.38%	37
2022 Q2	$575K	Buy	32,539 +945	+3%	+$17.1K	0.39%	33
2022 Q1	$613K	Buy	31,594 +4,565	+17%	+$93.5K	0.37%	33
2021 Q4	$585K	Buy	27,029 +1,855	+7%	+$40K	0.35%	33
2021 Q3	$542K	Buy	25,174 +545	+2%	+$11.9K	0.37%	33
2021 Q2	$540K	Sell	24,629 -2,370	-9%	-$51.5K	0.38%	33
2021 Q1	$578K	Hold	26,999	–	–	0.43%	32
2020 Q4	$586K	Buy	+26,999	New	+$580K	0.45%	31

Other funds holding MLN

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return