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Private Advisor Group’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Private Advisor 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
2026
Q2 		$262K Sell
11,730
-634
-5% -$13.8K ﹤0.01% 2193
2026
Q1 		$266K Buy
12,364
+100
+0.8% +$2.21K ﹤0.01% 2277
2025
Q4 		$268K Buy
12,264
+199
+2% +$4.36K ﹤0.01% 2229
2025
Q3 		$264K Sell
12,065
-481
-4% -$10.1K ﹤0.01% 2163
2025
Q2 		$263K Buy
12,546
+652
+5% +$13.6K ﹤0.01% 2050
2025
Q1 		$257K Buy
11,894
+2,017
+20% +$44.1K ﹤0.01% 1950
2024
Q4 		$212K Buy
9,877
+129
+1% +$2.89K ﹤0.01% 2059
2024
Q3 		$226K Buy
9,748
+96
+1% +$2.16K ﹤0.01% 2137
2024
Q2 		$212K Sell
9,652
-14,437
-60% -$308K ﹤0.01% 2110
2024
Q1 		$522K Buy
+24,089
New +$515K ﹤0.01% 1488
2023
Q4 		– Sell
-117,195
Closed -$2.21M – 2542
2023
Q3 		$2.21M Buy
+117,195
New +$2.4M 0.02% 672
2022
Q1 		– Sell
-10,059
Closed -$298K – 2298
2021
Q4 		$298K Sell
10,059
-16,493
-62% -$482K ﹤0.01% 1724
2021
Q3 		$780K Buy
+26,552
New +$802K 0.01% 1313
2020
Q3 		– Sell
-4,447
Closed -$117K – 3444
2020
Q2 		$117K Buy
+4,447
New +$112K ﹤0.01% 1617

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.69B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

Private Advisor Group's XMPT Position: Q2 2026 in Review

Private Advisor Group reduced its VanEck CEF Muni Income ETF (XMPT) stake by 5.1% in Q2 2026, selling an estimated $13.8K and leaving 11,730 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2193.

Private Advisor Group first reported a position in XMPT in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.21M in Q3 2023. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • Private Advisor Group held 11,730 shares of VanEck CEF Muni Income ETF worth $262K as of Q2 2026.
  • Private Advisor Group sold 634 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $13.8K.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2193 holding.
  • Private Advisor Group first reported a position in VanEck CEF Muni Income ETF in Q2 2020 and has held it in 14 quarters since.
  • Private Advisor Group's VanEck CEF Muni Income ETF position peaked at $2.21M in Q3 2023.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.