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Integrated Wealth Concepts’s VanEck Long Muni ETF MLN Stock Holding History

Integrated Wealth Concepts’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-21,589
Closed -$377K – 2497
2026
Q1 		$377K Buy
+21,589
New +$379K ﹤0.01% 1720
2025
Q4 		– Sell
-11,385
Closed -$199K – 1894
2025
Q3 		$199K Buy
+11,385
New +$193K ﹤0.01% 1864

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Integrated Wealth Concepts's MLN Position: Q2 2026 in Review

Integrated Wealth Concepts sold out of VanEck Long Muni ETF (MLN) in Q2 2026, closing a stake of 21,589 shares — an estimated $377K sold.

Integrated Wealth Concepts first reported a position in MLN in Q3 2025 and held it in 2 quarters. The position peaked at $377K in Q1 2026. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Integrated Wealth Concepts reported no remaining VanEck Long Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 21,589 VanEck Long Muni ETF shares in Q2 2026, an estimated $377K.
  • Integrated Wealth Concepts first reported a position in VanEck Long Muni ETF in Q3 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's VanEck Long Muni ETF position peaked at $377K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.