Madrona Financial Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Madrona Financial 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	$336K	Sell	15,057 -521	-3%	-$11.4K	0.06%	91
2026 Q1	$335K	Sell	15,578 -10,644	-41%	-$235K	0.07%	79
2025 Q4	$574K	Sell	26,222 -534	-2%	-$11.7K	0.12%	64
2025 Q3	$586K	Sell	26,756 -3	-0%	-$63	0.13%	55
2025 Q2	$562K	Buy	26,759 +2,064	+8%	+$43K	0.13%	53
2025 Q1	$534K	Buy	24,695 +977	+4%	+$21.4K	0.15%	54
2024 Q4	$510K	Sell	23,718 -1,133	-5%	-$25.4K	0.14%	55
2024 Q3	$576K	Hold	24,851	–	–	0.16%	51
2024 Q2	$547K	Buy	24,851 +4,354	+21%	+$92.8K	0.17%	50
2024 Q1	$444K	Sell	20,497 -13	-0.1%	-$278	0.15%	55
2023 Q4	$434K	Buy	20,510 +1,636	+9%	+$32.3K	0.17%	52
2023 Q3	$357K	Hold	18,874	–	–	0.16%	70
2023 Q2	$399K	Sell	18,874 -108	-0.6%	-$2.28K	0.2%	63
2023 Q1	$412K	Sell	18,982 -64	-0.3%	-$1.39K	0.22%	49
2022 Q4	$409K	Buy	19,046 +1,101	+6%	+$23K	0.23%	41
2022 Q3	$370K	Hold	17,945	–	–	0.23%	45
2022 Q2	$413K	Hold	17,945	–	–	0.24%	45
2022 Q1	$439K	Hold	17,945	–	–	0.22%	51
2021 Q4	$532K	Buy	17,945 +2,245	+14%	+$65.7K	0.22%	45
2021 Q3	$461K	Buy	+15,700	New	+$474K	0.22%	42

Other funds holding XMPT

HWA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Madrona Financial Services's XMPT Position: Q2 2026 in Review

Madrona Financial Services reduced its VanEck CEF Muni Income ETF (XMPT) stake by 3.3% in Q2 2026, selling an estimated $11.4K and leaving 15,057 shares worth $336K. The position accounts for 0.06% of the portfolio, ranked #91.

Madrona Financial Services first reported a position in XMPT in Q3 2021 and has held it in 20 quarters since. The position peaked at $586K in Q3 2025. 7 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Madrona Financial Services held 15,057 shares of VanEck CEF Muni Income ETF worth $336K as of Q2 2026.
Madrona Financial Services sold 521 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $11.4K.
VanEck CEF Muni Income ETF made up 0.06% of Madrona Financial Services's portfolio in Q2 2026, its #91 holding.
Madrona Financial Services first reported a position in VanEck CEF Muni Income ETF in Q3 2021 and has held it in 20 quarters since.
Madrona Financial Services's VanEck CEF Muni Income ETF position peaked at $586K in Q3 2025.
7 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Madrona Financial Services's 13F filing for Q2 2026, filed 17 Jul 2026.