Gryphon Financial Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Gryphon Financial Partners’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	–	Sell	-10,065	Closed	-$213K	–	212
2023 Q2	$213K	Buy	10,065 +95	+1%	+$2.01K	0.05%	184
2023 Q1	$216K	Buy	9,970 +66	+0.7%	+$1.44K	0.05%	184
2022 Q4	$213K	Buy	9,904 +158	+2%	+$3.31K	0.05%	184
2022 Q3	$201K	Buy	+9,746	New	+$226K	0.05%	184

Other funds holding XMPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Gryphon Financial Partners's XMPT Position: Q3 2023 in Review

Gryphon Financial Partners sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2023, closing a stake of 10,065 shares — an estimated $213K sold.

Gryphon Financial Partners first reported a position in XMPT in Q3 2022 and held it in 4 quarters. The position peaked at $216K in Q1 2023. 48 funds tracked by Wall St. Rank hold XMPT as of Q3 2023.

Gryphon Financial Partners reported no remaining VanEck CEF Muni Income ETF position as of Q3 2023 after selling out during the quarter.
Gryphon Financial Partners sold 10,065 VanEck CEF Muni Income ETF shares in Q3 2023, an estimated $213K.
Gryphon Financial Partners first reported a position in VanEck CEF Muni Income ETF in Q3 2022 and held it in 4 quarters.
Gryphon Financial Partners's VanEck CEF Muni Income ETF position peaked at $216K in Q1 2023.
48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2023.

Based on Gryphon Financial Partners's 13F filing for Q3 2023, filed 7 Nov 2023.