Legacy Capital Wealth Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Legacy Capital Wealth Partners’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
2023 Q4	–	Sell	-106,676	Closed	-$2.02M	–	312
2023 Q3	$2.02M	Buy	+106,676	New	+$2.19M	0.55%	32
2023 Q2	–	Sell	-101,132	Closed	-$2.19M	–	249
2023 Q1	$2.19M	Buy	101,132 +1,005	+1%	+$21.9K	0.6%	37
2022 Q4	$2.15M	Buy	100,127 +5,692	+6%	+$119K	1.03%	26
2022 Q3	$1.95M	Buy	94,435 +1,759	+2%	+$40.8K	1.03%	28
2022 Q2	$2.13M	Buy	92,676 +2,061	+2%	+$48.1K	1.07%	28
2022 Q1	$2.29M	Sell	90,615 -1,051	-1%	-$28.1K	0.98%	27
2021 Q4	$2.49M	Buy	91,666 +6,930	+8%	+$203K	1.03%	19
2021 Q3	$4.97M	Buy	+84,736	New	+$2.56M	1.94%	17
2021 Q2	–	Sell	-75,383	Closed	-$2.16M	–	82
2021 Q1	$2.16M	Buy	75,383 +203	+0.3%	+$5.77K	0.89%	26
2020 Q4	$2.15M	Buy	+75,180	New	+$2.07M	0.92%	26

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

FDDB

Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Capital Wealth Partners's XMPT Position: Q4 2023 in Review

Legacy Capital Wealth Partners sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2023, closing a stake of 106,676 shares — an estimated $2.02M sold.

Legacy Capital Wealth Partners first reported a position in XMPT in Q4 2020 and held it in 10 quarters. The position peaked at $4.97M in Q3 2021. 51 funds tracked by Wall St. Rank hold XMPT as of Q4 2023.

Legacy Capital Wealth Partners reported no remaining VanEck CEF Muni Income ETF position as of Q4 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 106,676 VanEck CEF Muni Income ETF shares in Q4 2023, an estimated $2.02M.
Legacy Capital Wealth Partners first reported a position in VanEck CEF Muni Income ETF in Q4 2020 and held it in 10 quarters.
Legacy Capital Wealth Partners's VanEck CEF Muni Income ETF position peaked at $4.97M in Q3 2021.
51 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q4 2023, filed 5 Feb 2024.