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Howe & Rusling’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Howe & Rusling’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
Q3 		– Sell
-200
Closed -$4.4K – 426
2024
Q2 		$4.4K Buy
+200
New +$4.26K ﹤0.01% 342

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return

Howe & Rusling's XMPT Position: Q3 2024 in Review

Howe & Rusling sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2024, closing a stake of 200 shares — an estimated $4.4K sold.

Howe & Rusling first reported a position in XMPT in Q2 2024 and held it in 1 quarter. The position peaked at $4.4K in Q2 2024. 53 funds tracked by Wall St. Rank hold XMPT as of Q3 2024.

  • Howe & Rusling reported no remaining VanEck CEF Muni Income ETF position as of Q3 2024 after selling out during the quarter.
  • Howe & Rusling sold 200 VanEck CEF Muni Income ETF shares in Q3 2024, an estimated $4.4K.
  • Howe & Rusling first reported a position in VanEck CEF Muni Income ETF in Q2 2024 and held it in 1 quarter.
  • Howe & Rusling's VanEck CEF Muni Income ETF position peaked at $4.4K in Q2 2024.
  • 53 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2024.

Based on Howe & Rusling's 13F filing for Q3 2024, filed 8 Nov 2024.