Maridea Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Maridea Wealth 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 Q2	$386K	Sell	17,262 -588	-3%	-$12.8K	0.04%	362
2026 Q1	$384K	Buy	17,850 +393	+2%	+$8.68K	0.06%	293
2025 Q4	$382K	Sell	17,457 -5,662	-24%	-$124K	0.06%	296
2025 Q3	$509K	Sell	23,119 -12,654	-35%	-$267K	0.08%	245
2025 Q2	$751K	Sell	35,773 -10,804	-23%	-$225K	0.2%	98
2025 Q1	$1.01M	Buy	46,577 +5,068	+12%	+$111K	0.33%	56
2024 Q4	$893K	Buy	+41,509	New	+$931K	0.29%	60

Other funds holding XMPT

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.69B AUM 40.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Maridea Wealth Management's XMPT Position: Q2 2026 in Review

Maridea Wealth Management reduced its VanEck CEF Muni Income ETF (XMPT) stake by 3.3% in Q2 2026, selling an estimated $12.8K and leaving 17,262 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #362.

Maridea Wealth Management first reported a position in XMPT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

Maridea Wealth Management held 17,262 shares of VanEck CEF Muni Income ETF worth $386K as of Q2 2026.
Maridea Wealth Management sold 588 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $12.8K.
VanEck CEF Muni Income ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #362 holding.
Maridea Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's VanEck CEF Muni Income ETF position peaked at $1.01M in Q1 2025.
57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.