Integrated Wealth Concepts’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Integrated Wealth Concepts’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	$648	Buy	+29	New	+$633	﹤0.01%	5616

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

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

Integrated Wealth Concepts opened a new position in VanEck CEF Muni Income ETF (XMPT) in Q2 2026: 29 shares worth $648. The stake represents ﹤0.01% of the portfolio and ranks #5616 among its holdings.

57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Integrated Wealth Concepts held 29 shares of VanEck CEF Muni Income ETF worth $648 as of Q2 2026.
VanEck CEF Muni Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
VanEck CEF Muni Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5616 holding.
57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

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