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MAI Capital Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

MAI Capital Management’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 		$60.5K Buy
2,816
+23
+0.8% +$508 ﹤0.01% 2115
2025
Q4 		$61.1K Buy
2,793
+45
+2% +$986 ﹤0.01% 1899
2025
Q3 		$60.2K Buy
2,748
+36
+1% +$759 ﹤0.01% 1828
2025
Q2 		$56.9K Buy
2,712
+34
+1% +$709 ﹤0.01% 1783
2025
Q1 		$57.9K Sell
2,678
-49
-2% -$1.07K ﹤0.01% 1668
2024
Q4 		$58.6K Buy
+2,727
New +$61.2K ﹤0.01% 1683

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
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

MAI Capital Management's XMPT Position: Q1 2026 in Review

MAI Capital Management increased its VanEck CEF Muni Income ETF (XMPT) stake by 0.82% in Q1 2026, buying an estimated $508 and bringing the position to 2,816 shares worth $60.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2115.

MAI Capital Management first reported a position in XMPT in Q4 2024 and has held it in 6 quarters since. The position peaked at $61.1K in Q4 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • MAI Capital Management held 2,816 shares of VanEck CEF Muni Income ETF worth $60.5K as of Q1 2026.
  • MAI Capital Management bought 23 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $508.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2115 holding.
  • MAI Capital Management first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 6 quarters since.
  • MAI Capital Management's VanEck CEF Muni Income ETF position peaked at $61.1K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.