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 Q3	$799K	Buy	41,589 +602	+1%	+$12.8K	0.33%	20
2026 Q2	$916K	Buy	40,987 +2,388	+6%	+$52.1K	0.36%	20
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

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

CSI

Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

SimpliFi Inc's XMPT Position: Q3 2026 in Review

SimpliFi Inc increased its VanEck CEF Muni Income ETF (XMPT) stake by 1.5% in Q3 2026, buying an estimated $12.8K and bringing the position to 41,589 shares worth $799K. The position accounts for 0.33% of the portfolio, ranked #20.

SimpliFi Inc first reported a position in XMPT in Q1 2023 and has held it in 15 quarters since. The position peaked at $916K in Q2 2026. 16 funds tracked by Wall St. Rank hold XMPT as of Q3 2026.

SimpliFi Inc held 41,589 shares of VanEck CEF Muni Income ETF worth $799K as of Q3 2026.
SimpliFi Inc bought 602 VanEck CEF Muni Income ETF shares in Q3 2026, an estimated $12.8K.
VanEck CEF Muni Income ETF made up 0.33% of SimpliFi Inc's portfolio in Q3 2026, its #20 holding.
SimpliFi Inc first reported a position in VanEck CEF Muni Income ETF in Q1 2023 and has held it in 15 quarters since.
SimpliFi Inc's VanEck CEF Muni Income ETF position peaked at $916K in Q2 2026.
16 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2026.

Based on SimpliFi Inc's 13F filing for Q3 2026, filed 28 Oct 2026.