JWCA
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J.W. Cole Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

J.W. Cole Advisors’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
2022
Q1 		– Sell
-6,865
Closed -$203K – 877
2021
Q4 		$203K Buy
+6,865
New +$201K 0.01% 776
2021
Q3 		– Sell
-6,865
Closed -$207K – 808
2021
Q2 		$207K Buy
+6,865
New +$202K 0.02% 692

Other funds holding XMPT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $521M AUM 28.27% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $524M AUM 36.83% 1-Year Est. Return

J.W. Cole Advisors's XMPT Position: Q1 2022 in Review

J.W. Cole Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2022, closing a stake of 6,865 shares — an estimated $203K sold.

J.W. Cole Advisors first reported a position in XMPT in Q2 2021 and held it in 2 quarters. The position peaked at $207K in Q2 2021. 48 funds tracked by Wall St. Rank hold XMPT as of Q1 2022.

  • J.W. Cole Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q1 2022 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,865 VanEck CEF Muni Income ETF shares in Q1 2022, an estimated $203K.
  • J.W. Cole Advisors first reported a position in VanEck CEF Muni Income ETF in Q2 2021 and held it in 2 quarters.
  • J.W. Cole Advisors's VanEck CEF Muni Income ETF position peaked at $207K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2022.

Based on J.W. Cole Advisors's 13F filing for Q1 2022, filed 16 May 2022.