MYIA
VFL

Mount Yale Investment Advisors’s abrdn National Municipal Income Fund VFL Stock Holding History

Mount Yale Investment Advisors’s Portfolio VFL Stock Details VFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-655
Closed -$6.33K – 1563
2025
Q2 		$6.33K Buy
+655
New +$6.4K ﹤0.01% 1197

Other funds holding VFL

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Mount Yale Investment Advisors's VFL Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of abrdn National Municipal Income Fund (VFL) in Q3 2025, closing a stake of 655 shares — an estimated $6.33K sold.

Mount Yale Investment Advisors first reported a position in VFL in Q2 2025 and held it in 1 quarter. The position peaked at $6.33K in Q2 2025. 50 funds tracked by Wall St. Rank hold VFL as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining abrdn National Municipal Income Fund position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 655 abrdn National Municipal Income Fund shares in Q3 2025, an estimated $6.33K.
  • Mount Yale Investment Advisors first reported a position in abrdn National Municipal Income Fund in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's abrdn National Municipal Income Fund position peaked at $6.33K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held abrdn National Municipal Income Fund as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.