Kestra Advisory Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Kestra Advisory Services’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	–	Sell	-2,286	Closed	-$50K	–	4425
2025 Q4	$50K	Buy	+2,286	New	+$50.1K	﹤0.01%	3932
2021 Q4	–	Sell	-35,682	Closed	-$1.05M	–	2207
2021 Q3	$1.05M	Buy	+35,682	New	+$1.08M	0.01%	989
2021 Q1	–	Sell	-14,247	Closed	-$403K	–	2079
2020 Q4	$403K	Buy	+14,247	New	+$392K	﹤0.01%	1321

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

Kestra Advisory Services's XMPT Position: Q1 2026 in Review

Kestra Advisory Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2026, closing a stake of 2,286 shares — an estimated $50K sold.

Kestra Advisory Services first reported a position in XMPT in Q4 2020 and held it in 3 quarters. The position peaked at $1.05M in Q3 2021. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

Kestra Advisory Services reported no remaining VanEck CEF Muni Income ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 2,286 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $50K.
Kestra Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q4 2020 and held it in 3 quarters.
Kestra Advisory Services's VanEck CEF Muni Income ETF position peaked at $1.05M in Q3 2021.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.