QP Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

QP Wealth Management’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 Q3	$217K	Sell	11,265 -400	-3%	-$8.5K	0.33%	69
2026 Q2	$261K	Buy	11,665 +2	+0%	+$44	0.37%	68
2026 Q1	$251K	Buy	11,663 +2,501	+27%	+$55.2K	0.43%	62
2025 Q4	$200K	Buy	+9,162	New	+$201K	0.18%	104
2023 Q3	$1.03M	Sell	54,333 -6,207	-10%	-$127K	1.79%	20
2023 Q2	$1.28M	Buy	60,540 +5,170	+9%	+$109K	2.03%	17
2023 Q1	$1.2M	Buy	55,370 +3,992	+8%	+$86.8K	1.97%	18
2022 Q4	$1.1M	Buy	51,378 +29,803	+138%	+$624K	1.72%	20
2022 Q3	$446K	Buy	+21,575	New	+$500K	0.64%	36

Other funds holding XMPT

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Fidelity D&D Bancorp Dunmore, Pennsylvania $297M AUM 14.95% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

CSI

Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

QP Wealth Management's XMPT Position: Q3 2026 in Review

QP Wealth Management reduced its VanEck CEF Muni Income ETF (XMPT) stake by 3.4% in Q3 2026, selling an estimated $8.5K and leaving 11,265 shares worth $217K. The position accounts for 0.33% of the portfolio, ranked #69.

QP Wealth Management first reported a position in XMPT in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.28M in Q2 2023. 27 funds tracked by Wall St. Rank hold XMPT as of Q3 2026.

QP Wealth Management held 11,265 shares of VanEck CEF Muni Income ETF worth $217K as of Q3 2026.
QP Wealth Management sold 400 VanEck CEF Muni Income ETF shares in Q3 2026, an estimated $8.5K.
VanEck CEF Muni Income ETF made up 0.33% of QP Wealth Management's portfolio in Q3 2026, its #69 holding.
QP Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q3 2022 and has held it in 9 quarters since.
QP Wealth Management's VanEck CEF Muni Income ETF position peaked at $1.28M in Q2 2023.
27 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2026.

Based on QP Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.