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Keystone Financial Group (Kentucky)’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Keystone Financial Group (Kentucky)’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 		$6.75M Buy
301,992
+31,918
+12% +$697K 0.4% 45
2026
Q1 		$5.86M Buy
270,074
+49,624
+23% +$1.1M 0.4% 49
2025
Q4 		$4.82M Sell
220,450
-50,883
-19% -$1.11M 0.36% 58
2025
Q3 		$5.98M Buy
271,333
+52,948
+24% +$1.12M 0.46% 45
2025
Q2 		$4.56M Buy
218,385
+22,654
+12% +$472K 0.41% 54
2025
Q1 		$4.16M Buy
195,731
+6,832
+4% +$149K 0.42% 53
2024
Q4 		$4.12M Buy
188,899
+159,641
+546% +$3.58M 0.4% 55
2024
Q3 		$678K Buy
+29,258
New +$658K 0.09% 156
2023
Q4 		– Sell
-50,762
Closed -$959K – 319
2023
Q3 		$959K Hold
50,762
– – 0.16% 103
2023
Q2 		$1.07M Buy
+50,762
New +$1.07M 0.18% 94
2022
Q4 		$1.05M Hold
48,744
– – 0.21% 90
2022
Q3 		$1.01M Buy
48,744
+20,837
+75% +$483K 0.2% 93
2022
Q2 		$642K Buy
27,907
+10,697
+62% +$250K 0.13% 130
2022
Q1 		$436K Buy
17,210
+8,972
+109% +$240K 0.07% 171
2021
Q4 		$244K Buy
+8,238
New +$241K 0.04% 265

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $291M AUM 20.72% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s XMPT Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its VanEck CEF Muni Income ETF (XMPT) stake by 12% in Q2 2026, buying an estimated $697K and bringing the position to 301,992 shares worth $6.75M. The position accounts for 0.4% of the portfolio, ranked #45.

Keystone Financial Group (Kentucky) first reported a position in XMPT in Q4 2021 and has held it in 15 quarters since. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 301,992 shares of VanEck CEF Muni Income ETF worth $6.75M as of Q2 2026.
  • Keystone Financial Group (Kentucky) bought 31,918 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $697K.
  • VanEck CEF Muni Income ETF made up 0.4% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #45 holding.
  • Keystone Financial Group (Kentucky) first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and has held it in 15 quarters since.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.