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INVST’s VanEck Long Muni ETF MLN Stock Holding History

INVST’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.15M Buy
66,186
+3,641
+6% +$63.9K 0.13% 124
2025
Q4 		$1.1M Buy
62,545
+15,499
+33% +$273K 0.12% 140
2025
Q3 		$822K Buy
47,046
+20,387
+76% +$345K 0.09% 175
2025
Q2 		$450K Buy
+26,659
New +$451K 0.06% 234

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

INVST's MLN Position: Q1 2026 in Review

INVST increased its VanEck Long Muni ETF (MLN) stake by 5.8% in Q1 2026, buying an estimated $63.9K and bringing the position to 66,186 shares worth $1.15M. The position accounts for 0.13% of the portfolio, ranked #124.

INVST first reported a position in MLN in Q2 2025 and has held it in 4 quarters since. 133 funds tracked by Wall St. Rank hold MLN as of Q1 2026.

  • INVST held 66,186 shares of VanEck Long Muni ETF worth $1.15M as of Q1 2026.
  • INVST bought 3,641 VanEck Long Muni ETF shares in Q1 2026, an estimated $63.9K.
  • VanEck Long Muni ETF made up 0.13% of INVST's portfolio in Q1 2026, its #124 holding.
  • INVST first reported a position in VanEck Long Muni ETF in Q2 2025 and has held it in 4 quarters since.
  • 133 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.