LexAurum Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

LexAurum 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
2020 Q1	–	Sell	-31,617	Closed	-$871K	–	243
2019 Q4	$871K	Buy	31,617 +3,916	+14%	+$107K	0.43%	54
2019 Q3	$765K	Buy	+27,701	New	+$760K	0.45%	52
2018 Q2	–	Sell	-20,358	Closed	-$511K	–	161
2018 Q1	$511K	Buy	20,358 +483	+2%	+$12.4K	0.43%	67
2017 Q4	$527K	Buy	+19,875	New	+$533K	0.49%	61

Other funds holding XMPT

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LexAurum Advisors's XMPT Position: Q1 2020 in Review

LexAurum Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2020, closing a stake of 31,617 shares — an estimated $871K sold.

LexAurum Advisors first reported a position in XMPT in Q4 2017 and held it in 4 quarters. The position peaked at $871K in Q4 2019. 36 funds tracked by Wall St. Rank hold XMPT as of Q1 2020.

LexAurum Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q1 2020 after selling out during the quarter.
LexAurum Advisors sold 31,617 VanEck CEF Muni Income ETF shares in Q1 2020, an estimated $871K.
LexAurum Advisors first reported a position in VanEck CEF Muni Income ETF in Q4 2017 and held it in 4 quarters.
LexAurum Advisors's VanEck CEF Muni Income ETF position peaked at $871K in Q4 2019.
36 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2020.

Based on LexAurum Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.