F4L
XMPT icon

Fortune 45 LLC’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Fortune 45 LLC’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
2022
Q2 		– Sell
-8,148
Closed -$206K – 57
2022
Q1 		$206K Buy
8,148
+910
+13% +$24.3K 0.19% 52
2021
Q4 		$214K Buy
+7,238
New +$212K 0.19% 54

Other funds holding XMPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Fortune 45 LLC's XMPT Position: Q2 2022 in Review

Fortune 45 LLC sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2022, closing a stake of 8,148 shares — an estimated $206K sold.

Fortune 45 LLC first reported a position in XMPT in Q4 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 43 funds tracked by Wall St. Rank hold XMPT as of Q2 2022.

  • Fortune 45 LLC reported no remaining VanEck CEF Muni Income ETF position as of Q2 2022 after selling out during the quarter.
  • Fortune 45 LLC sold 8,148 VanEck CEF Muni Income ETF shares in Q2 2022, an estimated $206K.
  • Fortune 45 LLC first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and held it in 2 quarters.
  • Fortune 45 LLC's VanEck CEF Muni Income ETF position peaked at $214K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2022.

Based on Fortune 45 LLC's 13F filing for Q2 2022, filed 27 Jul 2022.