Lloyd Advisory Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Lloyd Advisory Services’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 Q1	$256K	Buy	+11,890	New	+$263K	0.07%	133

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

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Lloyd Advisory Services's XMPT Position: Q1 2026 in Review

Lloyd Advisory Services opened a new position in VanEck CEF Muni Income ETF (XMPT) in Q1 2026: 11,890 shares worth $256K. The stake represents 0.07% of the portfolio and ranks #133 among its holdings.

55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

Lloyd Advisory Services held 11,890 shares of VanEck CEF Muni Income ETF worth $256K as of Q1 2026.
VanEck CEF Muni Income ETF was a new Lloyd Advisory Services position in Q1 2026.
VanEck CEF Muni Income ETF made up 0.07% of Lloyd Advisory Services's portfolio in Q1 2026, its #133 holding.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.