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Orion Portfolio Solutions’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-1,332
Closed -$35K – 2087
2020
Q2 		$35K Sell
1,332
-13
-1% -$328 ﹤0.01% 793
2020
Q1 		$34K Buy
+1,345
New +$36.6K ﹤0.01% 687

Other funds holding XMPT

MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
HA
Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Orion Portfolio Solutions's XMPT Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2020, closing a stake of 1,332 shares — an estimated $35K sold.

Orion Portfolio Solutions first reported a position in XMPT in Q1 2020 and held it in 2 quarters. The position peaked at $35K in Q2 2020. 32 funds tracked by Wall St. Rank hold XMPT as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining VanEck CEF Muni Income ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 1,332 VanEck CEF Muni Income ETF shares in Q3 2020, an estimated $35K.
  • Orion Portfolio Solutions first reported a position in VanEck CEF Muni Income ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's VanEck CEF Muni Income ETF position peaked at $35K in Q2 2020.
  • 32 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.