IF
XMPT icon

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
Q2 		$210K Sell
9,413
-979
-9% -$21.4K 0.02% 465
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Intrua Financial's XMPT Position: Q2 2026 in Review

Intrua Financial reduced its VanEck CEF Muni Income ETF (XMPT) stake by 9.4% in Q2 2026, selling an estimated $21.4K and leaving 9,413 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #465.

Intrua Financial first reported a position in XMPT in Q4 2023 and has held it in 11 quarters since. The position peaked at $570K in Q4 2023. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Intrua Financial held 9,413 shares of VanEck CEF Muni Income ETF worth $210K as of Q2 2026.
  • Intrua Financial sold 979 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $21.4K.
  • VanEck CEF Muni Income ETF made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #465 holding.
  • Intrua Financial first reported a position in VanEck CEF Muni Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Intrua Financial's VanEck CEF Muni Income ETF position peaked at $570K in Q4 2023.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.