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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
2026
Q2 		$56.6K Buy
+2,535
New +$55.4K ﹤0.01% 3099
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 $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

NewEdge Advisors's XMPT Position: Q2 2026 in Review

NewEdge Advisors opened a new position in VanEck CEF Muni Income ETF (XMPT) in Q2 2026: 2,535 shares worth $56.6K. The stake represents ﹤0.01% of the portfolio and ranks #3099 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in XMPT as recently as Q3 2024.

NewEdge Advisors first reported a position in XMPT in Q1 2020 and has held it in 20 quarters since. The position peaked at $865K in Q2 2021. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • NewEdge Advisors held 2,535 shares of VanEck CEF Muni Income ETF worth $56.6K as of Q2 2026.
  • VanEck CEF Muni Income ETF was a new NewEdge Advisors position in Q2 2026.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3099 holding.
  • NewEdge Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2020 and has held it in 20 quarters since.
  • NewEdge Advisors's VanEck CEF Muni Income ETF position peaked at $865K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.