Next Financial Group’s VanEck Long Muni ETF MLN Stock Holding History

Next Financial Group’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
2021 Q3	–	Sell	-1,566	Closed	-$34K	–	2789
2021 Q2	$34K	Buy	1,566 +314	+25%	+$6.83K	﹤0.01%	1550
2021 Q1	$27K	Buy	1,252 +362	+41%	+$7.82K	﹤0.01%	1534
2020 Q4	$19K	Buy	890 +772	+654%	+$16.6K	﹤0.01%	1558
2020 Q3	$3K	Buy	+118	New	+$2.53K	﹤0.01%	1978
2016 Q4	–	Sell	-2,870	Closed	-$60K	–	2443
2016 Q3	$60K	Buy	+2,870	New	+$60.1K	0.01%	868

Other funds holding MLN

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.81% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Next Financial Group's MLN Position: Q3 2021 in Review

Next Financial Group sold out of VanEck Long Muni ETF (MLN) in Q3 2021, closing a stake of 1,566 shares — an estimated $34K sold.

Next Financial Group first reported a position in MLN in Q3 2016 and held it in 5 quarters. The position peaked at $60K in Q3 2016. 55 funds tracked by Wall St. Rank hold MLN as of Q3 2021.

Next Financial Group reported no remaining VanEck Long Muni ETF position as of Q3 2021 after selling out during the quarter.
Next Financial Group sold 1,566 VanEck Long Muni ETF shares in Q3 2021, an estimated $34K.
Next Financial Group first reported a position in VanEck Long Muni ETF in Q3 2016 and held it in 5 quarters.
Next Financial Group's VanEck Long Muni ETF position peaked at $60K in Q3 2016.
55 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q3 2021.

Based on Next Financial Group's 13F filing for Q3 2021, filed 15 Oct 2021.