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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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