Mutual Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Mutual Advisors’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
2021 Q1	–	Sell	-18,605	Closed	-$530K	–	832
2020 Q4	$530K	Sell	18,605 -546	-3%	-$15K	0.04%	451
2020 Q3	$515K	Sell	19,151 -157	-0.8%	-$4.25K	0.04%	418
2020 Q2	$508K	Buy	19,308 +1,220	+7%	+$30.8K	0.05%	379
2020 Q1	$461K	Buy	+18,088	New	+$492K	0.06%	301

Other funds holding XMPT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mutual Advisors's XMPT Position: Q1 2021 in Review

Mutual Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2021, closing a stake of 18,605 shares — an estimated $530K sold.

Mutual Advisors first reported a position in XMPT in Q1 2020 and held it in 4 quarters. The position peaked at $530K in Q4 2020. 44 funds tracked by Wall St. Rank hold XMPT as of Q1 2021.

Mutual Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q1 2021 after selling out during the quarter.
Mutual Advisors sold 18,605 VanEck CEF Muni Income ETF shares in Q1 2021, an estimated $530K.
Mutual Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2020 and held it in 4 quarters.
Mutual Advisors's VanEck CEF Muni Income ETF position peaked at $530K in Q4 2020.
44 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2021.

Based on Mutual Advisors's 13F filing for Q1 2021, filed 13 May 2021.