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SFI Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

SFI Advisors’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
2025
Q1 		– Sell
-19,472
Closed -$419K – 90
2024
Q4 		$419K Buy
+19,472
New +$437K 0.29% 52
2024
Q1 		– Sell
-10,078
Closed -$213K – 101
2023
Q4 		$213K Buy
+10,078
New +$199K 0.18% 72

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
GS
GWN Securities Palm Beach Gardens, Florida $523M AUM 20.1% 1-Year Est. Return

SFI Advisors's XMPT Position: Q1 2025 in Review

SFI Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2025, closing a stake of 19,472 shares — an estimated $419K sold.

SFI Advisors first reported a position in XMPT in Q4 2023 and held it in 2 quarters. The position peaked at $419K in Q4 2024. 46 funds tracked by Wall St. Rank hold XMPT as of Q1 2025.

  • SFI Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q1 2025 after selling out during the quarter.
  • SFI Advisors sold 19,472 VanEck CEF Muni Income ETF shares in Q1 2025, an estimated $419K.
  • SFI Advisors first reported a position in VanEck CEF Muni Income ETF in Q4 2023 and held it in 2 quarters.
  • SFI Advisors's VanEck CEF Muni Income ETF position peaked at $419K in Q4 2024.
  • 46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2025.

Based on SFI Advisors's 13F filing for Q1 2025, filed 13 May 2025.