Madrona Financial Services
XMPT icon

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
Q3 		$286K Sell
14,895
-162
-1% -$3.44K 0.04% 126
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

Heartwood Wealth Advisors
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Total Clarity Wealth Management
Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return
Fidelity D&D Bancorp
Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return
Hedeker Wealth
Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return
SimpliFi Inc
SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return
CSI
Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Madrona Financial Services's XMPT Position: Q3 2026 in Review

Madrona Financial Services reduced its VanEck CEF Muni Income ETF (XMPT) stake by 1.1% in Q3 2026, selling an estimated $3.44K and leaving 14,895 shares worth $286K. The position accounts for 0.04% of the portfolio, ranked #126.

Madrona Financial Services first reported a position in XMPT in Q3 2021 and has held it in 21 quarters since. The position peaked at $586K in Q3 2025. 27 funds tracked by Wall St. Rank hold XMPT as of Q3 2026.

  • Madrona Financial Services held 14,895 shares of VanEck CEF Muni Income ETF worth $286K as of Q3 2026.
  • Madrona Financial Services sold 162 VanEck CEF Muni Income ETF shares in Q3 2026, an estimated $3.44K.
  • VanEck CEF Muni Income ETF made up 0.04% of Madrona Financial Services's portfolio in Q3 2026, its #126 holding.
  • Madrona Financial Services first reported a position in VanEck CEF Muni Income ETF in Q3 2021 and has held it in 21 quarters since.
  • Madrona Financial Services's VanEck CEF Muni Income ETF position peaked at $586K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2026.

Based on Madrona Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.