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XMPT icon

GWN Securities’s VanEck CEF Muni Income ETF XMPT Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-128,028
Closed -$2.69M – 737
2025
Q1 		$2.69M Buy
+128,028
New +$2.8M 0.15% 167

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
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GWN Securities's XMPT Position: Q2 2025 in Review

GWN Securities sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2025, closing a stake of 128,028 shares — an estimated $2.69M sold.

GWN Securities first reported a position in XMPT in Q1 2025 and held it in 1 quarter. The position peaked at $2.69M in Q1 2025. 50 funds tracked by Wall St. Rank hold XMPT as of Q2 2025.

  • GWN Securities reported no remaining VanEck CEF Muni Income ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 128,028 VanEck CEF Muni Income ETF shares in Q2 2025, an estimated $2.69M.
  • GWN Securities first reported a position in VanEck CEF Muni Income ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's VanEck CEF Muni Income ETF position peaked at $2.69M in Q1 2025.
  • 50 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.