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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
Q2 		– Sell
-11,890
Closed -$256K – 1027
2026
Q1 		$256K Buy
+11,890
New +$263K 0.07% 133

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Lloyd Advisory Services's XMPT Position: Q2 2026 in Review

Lloyd Advisory Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2026, closing a stake of 11,890 shares — an estimated $256K sold.

Lloyd Advisory Services first reported a position in XMPT in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 56 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Lloyd Advisory Services reported no remaining VanEck CEF Muni Income ETF position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 11,890 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $256K.
  • Lloyd Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's VanEck CEF Muni Income ETF position peaked at $256K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.