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 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 $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

Investment Partners's XMPT Position: Q1 2026 in Review

Investment Partners held its VanEck CEF Muni Income ETF (XMPT) position steady in Q1 2026 at 77,375 shares worth $1.66M. The position accounts for 0.59% of the portfolio, ranked #50.

Investment Partners first reported a position in XMPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.69M in Q3 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

Investment Partners held 77,375 shares of VanEck CEF Muni Income ETF worth $1.66M as of Q1 2026.
Investment Partners left its VanEck CEF Muni Income ETF share count unchanged in Q1 2026.
VanEck CEF Muni Income ETF made up 0.59% of Investment Partners's portfolio in Q1 2026, its #50 holding.
Investment Partners first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 6 quarters since.
Investment Partners's VanEck CEF Muni Income ETF position peaked at $1.69M in Q3 2025.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.