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

Hedeker Wealth’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
Q1 		$2.09M Buy
97,050
+68,061
+235% +$1.5M 0.44% 58
2025
Q4 		$634K Sell
28,989
-37,867
-57% -$830K 0.13% 74
2025
Q3 		$1.46M Buy
66,856
+3,608
+6% +$76.1K 0.3% 65
2025
Q2 		$1.33M Sell
63,248
-11,943
-16% -$249K 0.31% 65
2025
Q1 		$1.63M Sell
75,191
-14,338
-16% -$314K 0.44% 59
2024
Q4 		$1.93M Buy
89,529
+44,603
+99% +$1M 0.48% 55
2024
Q3 		$1.04M Buy
44,926
+5,057
+13% +$114K 0.28% 69
2024
Q2 		$878K Sell
39,869
-2,812
-7% -$59.9K 0.25% 69
2024
Q1 		$924K Sell
42,681
-5,475
-11% -$117K 0.27% 75
2023
Q4 		$1.02M Buy
48,156
+562
+1% +$11.1K 0.32% 75
2023
Q3 		$900K Buy
47,594
+6,341
+15% +$130K 0.31% 74
2023
Q2 		$872K Buy
41,253
+13,057
+46% +$276K 0.29% 81
2023
Q1 		$612K Buy
+28,196
New +$613K 0.22% 83
2022
Q2 		– Sell
-84,252
Closed -$2.13M – 98
2022
Q1 		$2.13M Sell
84,252
-129,748
-61% -$3.47M 0.65% 58
2021
Q4 		$6.34M Buy
+214,000
New +$6.26M 1.84% 16

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Hedeker Wealth's XMPT Position: Q1 2026 in Review

Hedeker Wealth increased its VanEck CEF Muni Income ETF (XMPT) stake by 235% in Q1 2026, buying an estimated $1.5M and bringing the position to 97,050 shares worth $2.09M. The position accounts for 0.44% of the portfolio, ranked #58.

Hedeker Wealth first reported a position in XMPT in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.34M in Q4 2021. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • Hedeker Wealth held 97,050 shares of VanEck CEF Muni Income ETF worth $2.09M as of Q1 2026.
  • Hedeker Wealth bought 68,061 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $1.5M.
  • VanEck CEF Muni Income ETF made up 0.44% of Hedeker Wealth's portfolio in Q1 2026, its #58 holding.
  • Hedeker Wealth first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and has held it in 15 quarters since.
  • Hedeker Wealth's VanEck CEF Muni Income ETF position peaked at $6.34M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.