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LGT Financial Advisors’s VanEck Long Muni ETF MLN Stock Holding History

LGT Financial Advisors’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30.8K Sell
1,735
-1,374
-44% -$24.2K 0.16% 80
2026
Q1 		$54.2K Buy
3,109
+742
+31% +$13K 0.28% 58
2025
Q4 		$41.5K Buy
2,367
+505
+27% +$8.89K 0.25% 66
2025
Q3 		$32.5K Buy
1,862
+840
+82% +$14.2K 0.07% 154
2025
Q2 		$17.3K Buy
+1,022
New +$17.3K 0.04% 169

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

LGT Financial Advisors's MLN Position: Q2 2026 in Review

LGT Financial Advisors reduced its VanEck Long Muni ETF (MLN) stake by 44% in Q2 2026, selling an estimated $24.2K and leaving 1,735 shares worth $30.8K. The position accounts for 0.16% of the portfolio, ranked #80.

LGT Financial Advisors first reported a position in MLN in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.2K in Q1 2026. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • LGT Financial Advisors held 1,735 shares of VanEck Long Muni ETF worth $30.8K as of Q2 2026.
  • LGT Financial Advisors sold 1,374 VanEck Long Muni ETF shares in Q2 2026, an estimated $24.2K.
  • VanEck Long Muni ETF made up 0.16% of LGT Financial Advisors's portfolio in Q2 2026, its #80 holding.
  • LGT Financial Advisors first reported a position in VanEck Long Muni ETF in Q2 2025 and has held it in 5 quarters since.
  • LGT Financial Advisors's VanEck Long Muni ETF position peaked at $54.2K in Q1 2026.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.