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

SHP 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
Q1 		$1K Hold
46
– – ﹤0.01% 1454
2025
Q4 		$1.02K Buy
+46
New +$1.01K ﹤0.01% 1253

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.69B AUM 40.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

SHP Wealth Management's XMPT Position: Q1 2026 in Review

SHP Wealth Management held its VanEck CEF Muni Income ETF (XMPT) position steady in Q1 2026 at 46 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

SHP Wealth Management first reported a position in XMPT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.02K in Q4 2025. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • SHP Wealth Management held 46 shares of VanEck CEF Muni Income ETF worth $1K as of Q1 2026.
  • SHP Wealth Management left its VanEck CEF Muni Income ETF share count unchanged in Q1 2026.
  • VanEck CEF Muni Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1454 holding.
  • SHP Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's VanEck CEF Muni Income ETF position peaked at $1.02K in Q4 2025.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.