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Plante Moran Financial Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Plante Moran Financial Advisors’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
Q1 		– Sell
-14
Closed – – 1144
2020
Q4 		$0 Buy
+14
New +$385 ﹤0.01% 1008

Other funds holding XMPT

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Bank of America
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BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Plante Moran Financial Advisors's XMPT Position: Q1 2021 in Review

Plante Moran Financial Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2021, closing a stake of 14 shares.

Plante Moran Financial Advisors first reported a position in XMPT in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 44 funds tracked by Wall St. Rank hold XMPT as of Q1 2021.

  • Plante Moran Financial Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q1 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 14 VanEck CEF Muni Income ETF shares in Q1 2021.
  • Plante Moran Financial Advisors first reported a position in VanEck CEF Muni Income ETF in Q4 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's VanEck CEF Muni Income ETF position peaked at $0 in Q4 2020.
  • 44 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.