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

HHM 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
2022 Q3	–	Sell	-2,900	Closed	-$67K	–	826
2022 Q2	$67K	Hold	2,900	–	–	0.02%	241
2022 Q1	$73K	Hold	2,900	–	–	0.02%	253
2021 Q4	$86K	Hold	2,900	–	–	0.02%	235
2021 Q3	$85K	Hold	2,900	–	–	0.02%	227
2021 Q2	$87K	Hold	2,900	–	–	0.02%	223
2021 Q1	$83K	Hold	2,900	–	–	0.03%	214
2020 Q4	$83K	Hold	2,900	–	–	0.03%	196
2020 Q3	$78K	Hold	2,900	–	–	0.03%	176
2020 Q2	$76K	Hold	2,900	–	–	0.03%	182
2020 Q1	$74K	Buy	+2,900	New	+$78.8K	0.04%	161

Other funds holding XMPT

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

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

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

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

LCWP

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RJFSA

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

HHM Wealth Advisors's XMPT Position: Q3 2022 in Review

HHM Wealth Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2022, closing a stake of 2,900 shares — an estimated $67K sold.

HHM Wealth Advisors first reported a position in XMPT in Q1 2020 and held it in 10 quarters. The position peaked at $87K in Q2 2021. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2022.

HHM Wealth Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 2,900 VanEck CEF Muni Income ETF shares in Q3 2022, an estimated $67K.
HHM Wealth Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2020 and held it in 10 quarters.
HHM Wealth Advisors's VanEck CEF Muni Income ETF position peaked at $87K in Q2 2021.
46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.