IHT Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

IHT Wealth 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
2026 Q1	$731K	Buy	33,977 +21,516	+173%	+$475K	0.02%	684
2025 Q4	$273K	Buy	12,461 +2,620	+27%	+$57.4K	0.01%	995
2025 Q3	$215K	Buy	+9,841	New	+$208K	0.01%	1089
2025 Q2	–	Sell	-10,150	Closed	-$220K	–	1208
2025 Q1	$220K	Sell	10,150 -418	-4%	-$9.15K	0.01%	988
2024 Q4	$227K	Buy	+10,568	New	+$237K	0.01%	972

Other funds holding XMPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.46B AUM 26.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

IHT Wealth Management's XMPT Position: Q1 2026 in Review

IHT Wealth Management increased its VanEck CEF Muni Income ETF (XMPT) stake by 173% in Q1 2026, buying an estimated $475K and bringing the position to 33,977 shares worth $731K. The position accounts for 0.02% of the portfolio, ranked #684.

IHT Wealth Management first reported a position in XMPT in Q4 2024 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

IHT Wealth Management held 33,977 shares of VanEck CEF Muni Income ETF worth $731K as of Q1 2026.
IHT Wealth Management bought 21,516 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $475K.
VanEck CEF Muni Income ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #684 holding.
IHT Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.