Professional Planning’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Professional Planning’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 Q3	$220K	Buy	7,509 +508	+7%	+$15.3K	0.11%	119
2021 Q2	$210K	Buy	7,001 +11	+0.2%	+$323	0.1%	129
2021 Q1	$200K	Buy	+6,990	New	+$199K	0.1%	118
2020 Q3	–	Sell	-7,868	Closed	-$207K	–	112
2020 Q2	$207K	Sell	7,868 -6,334	-45%	-$160K	0.11%	111
2020 Q1	$362K	Sell	14,202 -6,711	-32%	-$182K	0.42%	31
2019 Q4	$576K	Buy	+20,913	New	+$574K	0.5%	34

Other funds holding XMPT

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

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

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

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

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Professional Planning's XMPT Position: Q3 2021 in Review

Professional Planning increased its VanEck CEF Muni Income ETF (XMPT) stake by 7.3% in Q3 2021, buying an estimated $15.3K and bringing the position to 7,509 shares worth $220K. The position accounts for 0.11% of the portfolio, ranked #119.

Professional Planning first reported a position in XMPT in Q4 2019 and has held it in 6 quarters since. The position peaked at $576K in Q4 2019. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2021.

Professional Planning held 7,509 shares of VanEck CEF Muni Income ETF worth $220K as of Q3 2021.
Professional Planning bought 508 VanEck CEF Muni Income ETF shares in Q3 2021, an estimated $15.3K.
VanEck CEF Muni Income ETF made up 0.11% of Professional Planning's portfolio in Q3 2021, its #119 holding.
Professional Planning first reported a position in VanEck CEF Muni Income ETF in Q4 2019 and has held it in 6 quarters since.
Professional Planning's VanEck CEF Muni Income ETF position peaked at $576K in Q4 2019.
46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.