Investment Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Investment Partners’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	$1.72M	Sell	77,125 -250	-0.3%	-$5.46K	0.54%	49
2026 Q1	$1.66M	Hold	77,375	–	–	0.59%	50
2025 Q4	$1.69M	Hold	77,375	–	–	0.59%	50
2025 Q3	$1.69M	Buy	77,375 +24,130	+45%	+$509K	0.6%	50
2025 Q2	$1.12M	Buy	53,245 +734	+1%	+$15.3K	0.42%	57
2025 Q1	$1.14M	Buy	52,511 +1,185	+2%	+$25.9K	0.47%	57
2024 Q4	$1.1M	Buy	+51,326	New	+$1.15M	0.45%	59

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

Investment Partners's XMPT Position: Q2 2026 in Review

Investment Partners reduced its VanEck CEF Muni Income ETF (XMPT) stake by 0.32% in Q2 2026, selling an estimated $5.46K and leaving 77,125 shares worth $1.72M. The position accounts for 0.54% of the portfolio, ranked #49.

Investment Partners first reported a position in XMPT in Q4 2024 and has held it in 7 quarters since. 56 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Investment Partners held 77,125 shares of VanEck CEF Muni Income ETF worth $1.72M as of Q2 2026.
Investment Partners sold 250 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $5.46K.
VanEck CEF Muni Income ETF made up 0.54% of Investment Partners's portfolio in Q2 2026, its #49 holding.
Investment Partners first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 7 quarters since.
56 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.