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NewSquare Capital’s VanEck CEF Muni Income ETF XMPT Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-312
Closed -$6.55K – 1262
2025
Q2 		$6.55K Buy
+312
New +$6.5K ﹤0.01% 748

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NewSquare Capital's XMPT Position: Q3 2025 in Review

NewSquare Capital sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2025, closing a stake of 312 shares — an estimated $6.55K sold.

NewSquare Capital first reported a position in XMPT in Q2 2025 and held it in 1 quarter. The position peaked at $6.55K in Q2 2025. 52 funds tracked by Wall St. Rank hold XMPT as of Q3 2025.

  • NewSquare Capital reported no remaining VanEck CEF Muni Income ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 312 VanEck CEF Muni Income ETF shares in Q3 2025, an estimated $6.55K.
  • NewSquare Capital first reported a position in VanEck CEF Muni Income ETF in Q2 2025 and held it in 1 quarter.
  • NewSquare Capital's VanEck CEF Muni Income ETF position peaked at $6.55K in Q2 2025.
  • 52 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.