SimpliFi Inc’s VanEck CEF Muni Income ETF XMPT Stock Holding History

SimpliFi Inc’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	$830K	Buy	38,599 +1,124	+3%	+$24.8K	0.35%	20
2025 Q4	$820K	Buy	37,475 +5,171	+16%	+$113K	0.35%	20
2025 Q3	$707K	Sell	32,304 -490	-1%	-$10.3K	0.3%	23
2025 Q2	$688K	Buy	32,794 +1,549	+5%	+$32.3K	0.3%	27
2025 Q1	$676K	Buy	31,245 +792	+3%	+$17.3K	0.31%	28
2024 Q4	$655K	Sell	30,453 -1,228	-4%	-$27.5K	0.3%	27
2024 Q3	$734K	Buy	31,681 +449	+1%	+$10.1K	0.33%	26
2024 Q2	$687K	Buy	31,232 +705	+2%	+$15K	0.32%	27
2024 Q1	$661K	Sell	30,527 -1,459	-5%	-$31.2K	0.3%	25
2023 Q4	$605K	Hold	31,986	–	–	0.3%	21
2023 Q3	$605K	Buy	31,986 +277	+0.9%	+$5.68K	0.3%	21
2023 Q2	$670K	Buy	31,709 +12,611	+66%	+$267K	0.32%	22
2023 Q1	$414K	Buy	+19,098	New	+$415K	0.2%	27

Other funds holding XMPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 $1.46B AUM 26.58% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

SimpliFi Inc's XMPT Position: Q1 2026 in Review

SimpliFi Inc increased its VanEck CEF Muni Income ETF (XMPT) stake by 3% in Q1 2026, buying an estimated $24.8K and bringing the position to 38,599 shares worth $830K. The position accounts for 0.35% of the portfolio, ranked #20.

SimpliFi Inc first reported a position in XMPT in Q1 2023 and has held it in 13 quarters since. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

SimpliFi Inc held 38,599 shares of VanEck CEF Muni Income ETF worth $830K as of Q1 2026.
SimpliFi Inc bought 1,124 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $24.8K.
VanEck CEF Muni Income ETF made up 0.35% of SimpliFi Inc's portfolio in Q1 2026, its #20 holding.
SimpliFi Inc first reported a position in VanEck CEF Muni Income ETF in Q1 2023 and has held it in 13 quarters since.
55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on SimpliFi Inc's 13F filing for Q1 2026, filed 23 Apr 2026.