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

Heartwood Wealth 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
2026
Q2 		$7.62M Buy
340,927
+41,903
+14% +$915K 0.59% 36
2026
Q1 		$6.43M Buy
+299,024
New +$6.6M 0.56% 38

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $320M AUM 27.59% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Heartwood Wealth Advisors's XMPT Position: Q2 2026 in Review

Heartwood Wealth Advisors increased its VanEck CEF Muni Income ETF (XMPT) stake by 14% in Q2 2026, buying an estimated $915K and bringing the position to 340,927 shares worth $7.62M. The position accounts for 0.59% of the portfolio, ranked #36.

Heartwood Wealth Advisors first reported a position in XMPT in Q1 2026 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Heartwood Wealth Advisors held 340,927 shares of VanEck CEF Muni Income ETF worth $7.62M as of Q2 2026.
  • Heartwood Wealth Advisors bought 41,903 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $915K.
  • VanEck CEF Muni Income ETF made up 0.59% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #36 holding.
  • Heartwood Wealth Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.