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XMPT icon

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

NewEdge 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
2024
Q4 		– Sell
-493
Closed -$11.4K – 4038
2024
Q3 		$11.4K Buy
493
+4
+0.8% +$90 ﹤0.01% 2897
2024
Q2 		$10.8K Buy
489
+3
+0.6% +$64 ﹤0.01% 2839
2024
Q1 		$10.5K Sell
486
-43
-8% -$918 ﹤0.01% 2863
2023
Q4 		$11.2K Buy
529
+4
+0.8% +$79 ﹤0.01% 2794
2023
Q3 		$9.93K Buy
525
+2
+0.4% +$41 ﹤0.01% 2580
2023
Q2 		$11.1K Sell
523
-8,607
-94% -$182K ﹤0.01% 2567
2023
Q1 		$198K Sell
9,130
-2,191
-19% -$47.6K ﹤0.01% 1547
2022
Q4 		$2.5K Sell
11,321
-5,641
-33% -$118K ﹤0.01% 2789
2022
Q3 		$350K Sell
16,962
-410
-2% -$9.5K 0.01% 1124
2022
Q2 		$400K Sell
17,372
-3,230
-16% -$75.4K 0.01% 1082
2022
Q1 		$521K Sell
20,602
-3,350
-14% -$89.5K 0.01% 841
2021
Q4 		$710K Sell
23,952
-2,601
-10% -$76.1K 0.01% 903
2021
Q3 		$780K Sell
26,553
-2,159
-8% -$65.2K 0.02% 611
2021
Q2 		$865K Buy
28,712
+2,699
+10% +$79.2K 0.02% 543
2021
Q1 		$745K Buy
26,013
+3,785
+17% +$108K 0.02% 544
2020
Q4 		$634K Buy
22,228
+7,058
+47% +$194K 0.02% 543
2020
Q3 		$408K Buy
15,170
+2,351
+18% +$63.7K 0.01% 637
2020
Q2 		$337K Buy
12,819
+3,661
+40% +$92.5K 0.01% 645
2020
Q1 		$233K Buy
+9,158
New +$249K 0.01% 668

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's XMPT Position: Q4 2024 in Review

NewEdge Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2024, closing a stake of 493 shares — an estimated $11.4K sold.

NewEdge Advisors first reported a position in XMPT in Q1 2020 and held it in 19 quarters. The position peaked at $865K in Q2 2021. 52 funds tracked by Wall St. Rank hold XMPT as of Q4 2024.

  • NewEdge Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q4 2024 after selling out during the quarter.
  • NewEdge Advisors sold 493 VanEck CEF Muni Income ETF shares in Q4 2024, an estimated $11.4K.
  • NewEdge Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2020 and held it in 19 quarters.
  • NewEdge Advisors's VanEck CEF Muni Income ETF position peaked at $865K in Q2 2021.
  • 52 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2024.

Based on NewEdge Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.