Harborview Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Harborview Advisors’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
2021 Q3	$945K	Sell	32,177 -3,189	-9%	-$96.3K	0.53%	37
2021 Q2	$1.07M	Sell	35,366 -6,239	-15%	-$183K	0.6%	32
2021 Q1	$1.19M	Sell	41,605 -1,566	-4%	-$44.5K	0.72%	30
2020 Q4	$1.23M	Buy	43,171 +916	+2%	+$25.2K	0.82%	29
2020 Q3	$1.14M	Sell	42,255 -634	-1%	-$17.2K	0.87%	27
2020 Q2	$1.13M	Sell	42,889 -1,338	-3%	-$33.8K	0.93%	24
2020 Q1	$1.13M	Sell	44,227 -14,899	-25%	-$405K	1.12%	17
2019 Q4	$1.63M	Sell	59,126 -4,956	-8%	-$136K	1.25%	13
2019 Q3	$1.77M	Sell	64,082 -3,784	-6%	-$104K	1.42%	13
2019 Q2	$1.83M	Buy	67,866 +2,396	+4%	+$63.2K	1.48%	14
2019 Q1	$1.71M	Buy	+65,470	New	+$1.66M	1.48%	14

Other funds holding XMPT

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Harborview Advisors's XMPT Position: Q3 2021 in Review

Harborview Advisors reduced its VanEck CEF Muni Income ETF (XMPT) stake by 9% in Q3 2021, selling an estimated $96.3K and leaving 32,177 shares worth $945K. The position accounts for 0.53% of the portfolio, ranked #37.

Harborview Advisors first reported a position in XMPT in Q1 2019 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2019. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2021.

Harborview Advisors held 32,177 shares of VanEck CEF Muni Income ETF worth $945K as of Q3 2021.
Harborview Advisors sold 3,189 VanEck CEF Muni Income ETF shares in Q3 2021, an estimated $96.3K.
VanEck CEF Muni Income ETF made up 0.53% of Harborview Advisors's portfolio in Q3 2021, its #37 holding.
Harborview Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2019 and has held it in 11 quarters since.
Harborview Advisors's VanEck CEF Muni Income ETF position peaked at $1.83M in Q2 2019.
46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.