Householder Group Estate & Retirement Specialist’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-28,343	Closed	-$656K	–	1253
2024 Q3	$656K	Buy	+28,343	New	+$637K	0.19%	105
2022 Q4	–	Sell	-802	Closed	-$16K	–	1192
2022 Q3	$16K	Buy	+802	New	+$18.6K	0.01%	635
2022 Q2	–	Sell	-15,660	Closed	-$396K	–	211
2022 Q1	$396K	Hold	15,660	–	–	0.16%	137
2021 Q4	$464K	Buy	+15,660	New	+$458K	0.17%	133

Other funds holding XMPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XMPT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2024, closing a stake of 28,343 shares — an estimated $656K sold.

Householder Group Estate & Retirement Specialist first reported a position in XMPT in Q4 2021 and held it in 4 quarters. The position peaked at $656K in Q3 2024. 52 funds tracked by Wall St. Rank hold XMPT as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining VanEck CEF Muni Income ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 28,343 VanEck CEF Muni Income ETF shares in Q4 2024, an estimated $656K.
Householder Group Estate & Retirement Specialist first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and held it in 4 quarters.
Householder Group Estate & Retirement Specialist's VanEck CEF Muni Income ETF position peaked at $656K in Q3 2024.
52 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.