Sheaff Brock Investment Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Sheaff Brock Investment 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
2022 Q1	–	Sell	-7,000	Closed	-$207K	–	575
2021 Q4	$207K	Hold	7,000	–	–	0.01%	482
2021 Q3	$206K	Hold	7,000	–	–	0.02%	491
2021 Q2	$211K	Hold	7,000	–	–	0.02%	458
2021 Q1	$200K	Hold	7,000	–	–	0.02%	448
2020 Q4	$200K	Buy	+7,000	New	+$192K	0.02%	431
2016 Q4	–	Sell	-7,000	Closed	-$201K	–	656
2016 Q3	$201K	Hold	7,000	–	–	0.03%	471
2016 Q2	$207K	Buy	+7,000	New	+$200K	0.03%	474

Other funds holding XMPT

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

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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return

Sheaff Brock Investment Advisors's XMPT Position: Q1 2022 in Review

Sheaff Brock Investment Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2022, closing a stake of 7,000 shares — an estimated $207K sold.

Sheaff Brock Investment Advisors first reported a position in XMPT in Q2 2016 and held it in 7 quarters. The position peaked at $211K in Q2 2021. 48 funds tracked by Wall St. Rank hold XMPT as of Q1 2022.

Sheaff Brock Investment Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q1 2022 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 7,000 VanEck CEF Muni Income ETF shares in Q1 2022, an estimated $207K.
Sheaff Brock Investment Advisors first reported a position in VanEck CEF Muni Income ETF in Q2 2016 and held it in 7 quarters.
Sheaff Brock Investment Advisors's VanEck CEF Muni Income ETF position peaked at $211K in Q2 2021.
48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2022.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2022, filed 6 May 2022.