Intrua Financial’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Intrua Financial’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	$223K	Buy	10,392 +353	+4%	+$7.8K	0.02%	425
2025 Q4	$220K	Sell	10,039 -414	-4%	-$9.07K	0.02%	435
2025 Q3	$229K	Buy	10,453 +132	+1%	+$2.78K	0.02%	411
2025 Q2	$217K	Buy	10,321 +116	+1%	+$2.42K	0.03%	352
2025 Q1	$221K	Sell	10,205 -1,718	-14%	-$37.6K	0.03%	344
2024 Q4	$256K	Buy	11,923 +77	+0.7%	+$1.73K	0.04%	304
2024 Q3	$274K	Sell	11,846 -13,220	-53%	-$297K	0.04%	312
2024 Q2	$552K	Buy	25,066 +837	+3%	+$17.8K	0.08%	213
2024 Q1	$525K	Sell	24,229 -2,666	-10%	-$56.9K	0.08%	236
2023 Q4	$570K	Buy	+26,895	New	+$531K	0.08%	203

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

Intrua Financial's XMPT Position: Q1 2026 in Review

Intrua Financial increased its VanEck CEF Muni Income ETF (XMPT) stake by 3.5% in Q1 2026, buying an estimated $7.8K and bringing the position to 10,392 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #425.

Intrua Financial first reported a position in XMPT in Q4 2023 and has held it in 10 quarters since. The position peaked at $570K in Q4 2023. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

Intrua Financial held 10,392 shares of VanEck CEF Muni Income ETF worth $223K as of Q1 2026.
Intrua Financial bought 353 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $7.8K.
VanEck CEF Muni Income ETF made up 0.02% of Intrua Financial's portfolio in Q1 2026, its #425 holding.
Intrua Financial first reported a position in VanEck CEF Muni Income ETF in Q4 2023 and has held it in 10 quarters since.
Intrua Financial's VanEck CEF Muni Income ETF position peaked at $570K in Q4 2023.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Intrua Financial's 13F filing for Q1 2026, filed 23 Apr 2026.