Northwestern Mutual Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	–	Sell	-5	Closed	-$109	–	4498
2025 Q4	$109	Buy	+5	New	+$110	﹤0.01%	3848
2025 Q1	–	Sell	-729	Closed	-$15.7K	–	3970
2024 Q4	$15.7K	Buy	+729	New	+$16.3K	﹤0.01%	2598
2021 Q3	–	Sell	-1,010	Closed	-$30K	–	3243
2021 Q2	$30K	Buy	+1,010	New	+$29.6K	﹤0.01%	2037
2020 Q2	–	Sell	-3,000	Closed	-$76K	–	2721
2020 Q1	$76K	Buy	+3,000	New	+$81.5K	﹤0.01%	1214

Other funds holding XMPT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.46B AUM 26.58% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

Northwestern Mutual Wealth Management's XMPT Position: Q1 2026 in Review

Northwestern Mutual Wealth Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2026, closing a stake of 5 shares — an estimated $109 sold.

Northwestern Mutual Wealth Management first reported a position in XMPT in Q1 2020 and held it in 4 quarters. The position peaked at $76K in Q1 2020. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

Northwestern Mutual Wealth Management reported no remaining VanEck CEF Muni Income ETF position as of Q1 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 5 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $109.
Northwestern Mutual Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q1 2020 and held it in 4 quarters.
Northwestern Mutual Wealth Management's VanEck CEF Muni Income ETF position peaked at $76K in Q1 2020.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.