IA
XMPT icon

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

IFP 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
2026
Q2 		$50.7K Buy
+2,271
New +$49.6K ﹤0.01% 2388
2025
Q4 		– Sell
-452
Closed -$9.89K – 5055
2025
Q3 		$9.89K Buy
452
+7
+2% +$148 ﹤0.01% 2910
2025
Q2 		$9.35K Buy
445
+6
+1% +$125 ﹤0.01% 2957
2025
Q1 		$9.49K Buy
439
+5
+1% +$109 ﹤0.01% 2596
2024
Q4 		$9.34K Buy
+434
New +$9.73K ﹤0.01% 2548
2022
Q4 		– Sell
-226
Closed -$7K – 4866
2022
Q3 		$7K Hold
226
– – ﹤0.01% 3889
2022
Q2 		$7K Hold
226
– – ﹤0.01% 3636
2022
Q1 		$7K Buy
+226
New +$6.04K ﹤0.01% 3635
2019
Q1 		– Sell
-37
Closed -$1K – 3492
2018
Q4 		$1K Buy
37
+2
+6% +$48 ﹤0.01% 3406
2018
Q3 		$1K Buy
+35
New +$881 ﹤0.01% 3736
2017
Q4 		– Sell
-2,200
Closed -$60K – 4127
2017
Q3 		$60K Hold
2,200
– – ﹤0.01% 1888
2017
Q2 		$59K Hold
2,200
– – ﹤0.01% 1856
2017
Q1 		$58K Hold
2,200
– – ﹤0.01% 1833
2016
Q4 		$57K Sell
2,200
-486
-18% -$12.9K ﹤0.01% 1808
2016
Q3 		$77K Hold
2,686
– – ﹤0.01% 1537
2016
Q2 		$79K Buy
+2,686
New +$76.8K ﹤0.01% 1481
2016
Q1 		– Sell
-2,686
Closed -$72K – 3482
2015
Q4 		$72K Buy
+2,686
New +$70.1K ﹤0.01% 1375

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.69B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

IFP Advisors's XMPT Position: Q2 2026 in Review

IFP Advisors opened a new position in VanEck CEF Muni Income ETF (XMPT) in Q2 2026: 2,271 shares worth $50.7K. The stake represents ﹤0.01% of the portfolio and ranks #2388 among its holdings. This is a return to the name: IFP Advisors previously reported a position in XMPT as recently as Q3 2025.

IFP Advisors first reported a position in XMPT in Q4 2015 and has held it in 17 quarters since. The position peaked at $79K in Q2 2016. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • IFP Advisors held 2,271 shares of VanEck CEF Muni Income ETF worth $50.7K as of Q2 2026.
  • VanEck CEF Muni Income ETF was a new IFP Advisors position in Q2 2026.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2388 holding.
  • IFP Advisors first reported a position in VanEck CEF Muni Income ETF in Q4 2015 and has held it in 17 quarters since.
  • IFP Advisors's VanEck CEF Muni Income ETF position peaked at $79K in Q2 2016.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.