Marcum Wealth’s VanEck CEF Muni Income ETF XMPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $497K | Sell |
22,997
-923,505
| -98% | -$20M | 0.04% | 191 |
|
|
2024
Q4 | $20.4M | Buy |
946,502
+43,903
| +5% | +$944K | 1.76% | 13 |
|
|
2024
Q3 | $20.9M | Sell |
902,599
-12,533
| -1% | -$290K | 1.94% | 11 |
|
|
2024
Q2 | $20.1M | Sell |
915,132
-16,004
| -2% | -$352K | 2.02% | 10 |
|
|
2024
Q1 | $20.2M | Buy |
931,136
+40,099
| +5% | +$868K | 2.04% | 9 |
|
|
2023
Q4 | $18.9M | Buy |
891,037
+32,930
| +4% | +$697K | 2.01% | 9 |
|
|
2023
Q3 | $16.2M | Buy |
858,107
+60,049
| +8% | +$1.13M | 1.95% | 10 |
|
|
2023
Q2 | $16.9M | Buy |
798,058
+52,799
| +7% | +$1.12M | 1.98% | 10 |
|
|
2023
Q1 | $16.2M | Buy |
745,259
+60,041
| +9% | +$1.3M | 2.02% | 10 |
|
|
2022
Q4 | $14.7M | Buy |
+685,218
| New | +$14.7M | 1.95% | 9 |
|
|
2020
Q4 | – | Sell |
-399,632
| Closed | -$10.7M | – | 157 |
|
|
2020
Q3 | $10.7M | Buy |
399,632
+10,300
| +3% | +$277K | 3.29% | 9 |
|
|
2020
Q2 | $10.2M | Buy |
+389,332
| New | +$10.2M | 3.15% | 8 |
|
|
2020
Q1 | – | Sell |
-632,442
| Closed | -$17.4M | – | 111 |
|
|
2019
Q4 | $17.4M | Buy |
+632,442
| New | +$17.4M | 6.53% | 4 |
|