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 Q2	$1.04K	Buy	47 +1	+2%	+$22	﹤0.01%	1578
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

SHP Wealth Management's XMPT Position: Q2 2026 in Review

SHP Wealth Management increased its VanEck CEF Muni Income ETF (XMPT) stake by 2.2% in Q2 2026, buying an estimated $22 and bringing the position to 47 shares worth $1.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

SHP Wealth Management first reported a position in XMPT in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

SHP Wealth Management held 47 shares of VanEck CEF Muni Income ETF worth $1.04K as of Q2 2026.
SHP Wealth Management bought 1 VanEck CEF Muni Income ETF share in Q2 2026, an estimated $22.
VanEck CEF Muni Income ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1578 holding.
SHP Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q4 2025 and has held it in 3 quarters since.
56 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.