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 Q2	$1.7M	Buy	76,077 +42,100	+124%	+$919K	0.04%	442
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 $786B AUM 40.34% 1-Year Est. Return

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

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

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

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

IHT Wealth Management's XMPT Position: Q2 2026 in Review

IHT Wealth Management increased its VanEck CEF Muni Income ETF (XMPT) stake by 124% in Q2 2026, buying an estimated $919K and bringing the position to 76,077 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #442.

IHT Wealth Management first reported a position in XMPT in Q4 2024 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

IHT Wealth Management held 76,077 shares of VanEck CEF Muni Income ETF worth $1.7M as of Q2 2026.
IHT Wealth Management bought 42,100 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $919K.
VanEck CEF Muni Income ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #442 holding.
IHT Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.