SWM
XMPT icon

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

SeaCrest 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
2022
Q3 		– Sell
-790
Closed -$18K – 1555
2022
Q2 		$18K Buy
+790
New +$18.5K ﹤0.01% 1528
2019
Q2 		– Sell
-790
Closed -$21K – 1879
2019
Q1 		$21K Hold
790
– – ﹤0.01% 1276
2018
Q4 		$19K Hold
790
– – ﹤0.01% 1263
2018
Q3 		$20K Buy
+790
New +$19.9K ﹤0.01% 1384

Other funds holding XMPT

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
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

SeaCrest Wealth Management's XMPT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2022, closing a stake of 790 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in XMPT in Q3 2018 and held it in 4 quarters. The position peaked at $21K in Q1 2019. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2022.

  • SeaCrest Wealth Management reported no remaining VanEck CEF Muni Income ETF position as of Q3 2022 after selling out during the quarter.
  • SeaCrest Wealth Management sold 790 VanEck CEF Muni Income ETF shares in Q3 2022, an estimated $18K.
  • SeaCrest Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q3 2018 and held it in 4 quarters.
  • SeaCrest Wealth Management's VanEck CEF Muni Income ETF position peaked at $21K in Q1 2019.
  • 46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.