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Principal Securities’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Principal Securities’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
-35,512
Closed -$777K – 1480
2025
Q4 		$777K Buy
35,512
+2,207
+7% +$48.4K 0.01% 776
2025
Q3 		$729K Buy
33,305
+6,576
+25% +$139K 0.01% 767
2025
Q2 		$561K Buy
26,729
+2,225
+9% +$46.4K 0.01% 811
2025
Q1 		$527K Hold
24,504
– – 0.01% 749
2024
Q4 		$527K Buy
24,504
+14,980
+157% +$336K 0.01% 746
2024
Q3 		$221K Sell
9,524
-17,763
-65% -$399K 0.01% 1062
2024
Q2 		$601K Buy
27,287
+2,416
+10% +$51.5K 0.02% 637
2024
Q1 		$538K Buy
24,871
+217
+0.9% +$4.63K 0.02% 633
2023
Q4 		$522K Buy
+24,654
New +$487K 0.02% 579

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
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

Principal Securities's XMPT Position: Q1 2026 in Review

Principal Securities sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2026, closing a stake of 35,512 shares — an estimated $777K sold.

Principal Securities first reported a position in XMPT in Q4 2023 and held it in 9 quarters. The position peaked at $777K in Q4 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • Principal Securities reported no remaining VanEck CEF Muni Income ETF position as of Q1 2026 after selling out during the quarter.
  • Principal Securities sold 35,512 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $777K.
  • Principal Securities first reported a position in VanEck CEF Muni Income ETF in Q4 2023 and held it in 9 quarters.
  • Principal Securities's VanEck CEF Muni Income ETF position peaked at $777K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.