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Freedom Wealth Alliance’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Freedom Wealth Alliance’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
Q3 		$545K Buy
28,824
+60
+0.2% +$1.23K 0.9% 20
2023
Q2 		$612K Sell
28,764
-422
-1% -$8.92K 0.85% 20
2023
Q1 		$633K Sell
29,186
-3,641
-11% -$79.2K 0.95% 21
2022
Q4 		$705K Buy
+32,827
New +$687K 0.99% 16

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
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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Freedom Wealth Alliance's XMPT Position: Q3 2023 in Review

Freedom Wealth Alliance increased its VanEck CEF Muni Income ETF (XMPT) stake by 0.21% in Q3 2023, buying an estimated $1.23K and bringing the position to 28,824 shares worth $545K. The position accounts for 0.9% of the portfolio, ranked #20.

Freedom Wealth Alliance first reported a position in XMPT in Q4 2022 and has held it in 4 quarters since. The position peaked at $705K in Q4 2022. 48 funds tracked by Wall St. Rank hold XMPT as of Q3 2023.

  • Freedom Wealth Alliance held 28,824 shares of VanEck CEF Muni Income ETF worth $545K as of Q3 2023.
  • Freedom Wealth Alliance bought 60 VanEck CEF Muni Income ETF shares in Q3 2023, an estimated $1.23K.
  • VanEck CEF Muni Income ETF made up 0.9% of Freedom Wealth Alliance's portfolio in Q3 2023, its #20 holding.
  • Freedom Wealth Alliance first reported a position in VanEck CEF Muni Income ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's VanEck CEF Muni Income ETF position peaked at $705K in Q4 2022.
  • 48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.