MY Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

MY Wealth Management’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
2025 Q1	–	Sell	-65,896	Closed	-$1.18M	–	27
2024 Q4	$1.18M	Sell	65,896 -586	-0.9%	-$10.6K	1.18%	16
2024 Q3	$1.22M	Sell	66,482 -432	-0.6%	-$7.82K	1.23%	14
2024 Q2	$1.2M	Buy	+66,914	New	+$1.19M	1.36%	17

Other funds holding MLN

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

KIM

Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWAM

Manhattan West Asset Management Los Angeles, California $511M AUM 18.81% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.72B AUM 16.93% 1-Year Est. Return

MY Wealth Management's MLN Position: Q1 2025 in Review

MY Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q1 2025, closing a stake of 65,896 shares — an estimated $1.18M sold.

MY Wealth Management first reported a position in MLN in Q2 2024 and held it in 3 quarters. The position peaked at $1.22M in Q3 2024. 108 funds tracked by Wall St. Rank hold MLN as of Q1 2025.

MY Wealth Management reported no remaining VanEck Long Muni ETF position as of Q1 2025 after selling out during the quarter.
MY Wealth Management sold 65,896 VanEck Long Muni ETF shares in Q1 2025, an estimated $1.18M.
MY Wealth Management first reported a position in VanEck Long Muni ETF in Q2 2024 and held it in 3 quarters.
MY Wealth Management's VanEck Long Muni ETF position peaked at $1.22M in Q3 2024.
108 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2025.

Based on MY Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.