NFG
XMPT icon

Next Financial Group’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Next Financial Group’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
2021
Q4 		$39K Hold
1,315
– – ﹤0.01% 1587
2021
Q3 		$39K Sell
1,315
-863
-40% -$26.1K ﹤0.01% 1522
2021
Q2 		$66K Sell
2,178
-52
-2% -$1.53K 0.01% 1277
2021
Q1 		$64K Buy
2,230
+251
+13% +$7.13K 0.01% 1194
2020
Q4 		$56K Sell
1,979
-1
-0.1% -$27 0.01% 1174
2020
Q3 		$53K Buy
+1,980
New +$53.6K 0.01% 1089

Other funds holding XMPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Next Financial Group's XMPT Position: Q4 2021 in Review

Next Financial Group held its VanEck CEF Muni Income ETF (XMPT) position steady in Q4 2021 at 1,315 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1587.

Next Financial Group first reported a position in XMPT in Q3 2020 and has held it in 6 quarters since. The position peaked at $66K in Q2 2021. 55 funds tracked by Wall St. Rank hold XMPT as of Q4 2021.

  • Next Financial Group held 1,315 shares of VanEck CEF Muni Income ETF worth $39K as of Q4 2021.
  • Next Financial Group left its VanEck CEF Muni Income ETF share count unchanged in Q4 2021.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1587 holding.
  • Next Financial Group first reported a position in VanEck CEF Muni Income ETF in Q3 2020 and has held it in 6 quarters since.
  • Next Financial Group's VanEck CEF Muni Income ETF position peaked at $66K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.