Howard Capital Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Howard Capital Management’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 Q1	–	Sell	-83,322	Closed	-$2.47M	–	79
2021 Q4	$2.47M	Buy	83,322 +1,755	+2%	+$51.3K	0.3%	23
2021 Q3	$2.4M	Buy	+81,567	New	+$2.46M	0.35%	21

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 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

RJFSA

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

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Howard Capital Management's XMPT Position: Q1 2022 in Review

Howard Capital Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2022, closing a stake of 83,322 shares — an estimated $2.47M sold.

Howard Capital Management first reported a position in XMPT in Q3 2021 and held it in 2 quarters. The position peaked at $2.47M in Q4 2021. 48 funds tracked by Wall St. Rank hold XMPT as of Q1 2022.

Howard Capital Management reported no remaining VanEck CEF Muni Income ETF position as of Q1 2022 after selling out during the quarter.
Howard Capital Management sold 83,322 VanEck CEF Muni Income ETF shares in Q1 2022, an estimated $2.47M.
Howard Capital Management first reported a position in VanEck CEF Muni Income ETF in Q3 2021 and held it in 2 quarters.
Howard Capital Management's VanEck CEF Muni Income ETF position peaked at $2.47M in Q4 2021.
48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2022.

Based on Howard Capital Management's 13F filing for Q1 2022, filed 2 May 2022.