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Moneta Group Investment Advisors’s VanEck Long Muni ETF MLN Stock Holding History

Moneta Group Investment Advisors’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-20,802
Closed -$363K – 904
2026
Q1 		$363K Sell
20,802
-996
-5% -$17.5K ﹤0.01% 582
2025
Q4 		$382K Buy
21,798
+1,063
+5% +$18.7K ﹤0.01% 568
2025
Q3 		$362K Buy
+20,735
New +$351K ﹤0.01% 571
2018
Q2 		– Sell
-385
Closed -$8K – 546
2018
Q1 		$8K Buy
385
+326
+553% +$6.45K ﹤0.01% 483
2017
Q4 		$1K Buy
+59
New +$1.19K ﹤0.01% 425

Other funds holding MLN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WJA
Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

Moneta Group Investment Advisors's MLN Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of VanEck Long Muni ETF (MLN) in Q2 2026, closing a stake of 20,802 shares — an estimated $363K sold.

Moneta Group Investment Advisors first reported a position in MLN in Q4 2017 and held it in 5 quarters. The position peaked at $382K in Q4 2025. 141 funds tracked by Wall St. Rank hold MLN as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining VanEck Long Muni ETF position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 20,802 VanEck Long Muni ETF shares in Q2 2026, an estimated $363K.
  • Moneta Group Investment Advisors first reported a position in VanEck Long Muni ETF in Q4 2017 and held it in 5 quarters.
  • Moneta Group Investment Advisors's VanEck Long Muni ETF position peaked at $382K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.