BFC Planning, Inc.’s VanEck CEF Muni Income ETF XMPT Stock Holding History

BFC Planning, Inc.’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
2026 Q2	$1.58M	Sell	70,523 -36,268	-34%	-$792K	0.06%	290
2026 Q1	$2.3M	Buy	106,791 +6,978	+7%	+$154K	0.1%	205
2025 Q4	$2.18M	Sell	99,813 -7,212	-7%	-$158K	0.1%	203
2025 Q3	$2.34M	Buy	107,025 +2,828	+3%	+$59.6K	0.17%	106
2025 Q2	$2.19M	Buy	104,197 +2,307	+2%	+$48.1K	0.17%	110
2025 Q1	$2.2M	Sell	101,890 -1,502	-1%	-$32.9K	0.19%	99
2024 Q4	$2.22M	Buy	+103,392	New	+$2.32M	0.18%	98

Other funds holding XMPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

BFC Planning, Inc.'s XMPT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its VanEck CEF Muni Income ETF (XMPT) stake by 34% in Q2 2026, selling an estimated $792K and leaving 70,523 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #290.

BFC Planning, Inc. first reported a position in XMPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.34M in Q3 2025. 58 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

BFC Planning, Inc. held 70,523 shares of VanEck CEF Muni Income ETF worth $1.58M as of Q2 2026.
BFC Planning, Inc. sold 36,268 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $792K.
VanEck CEF Muni Income ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #290 holding.
BFC Planning, Inc. first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s VanEck CEF Muni Income ETF position peaked at $2.34M in Q3 2025.
58 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.