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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
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
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

SimpliFi Inc's XMPT Position: Q2 2026 in Review

SimpliFi Inc increased its VanEck CEF Muni Income ETF (XMPT) stake by 6.2% in Q2 2026, buying an estimated $52.1K and bringing the position to 40,987 shares worth $916K. The position accounts for 0.36% of the portfolio, ranked #20.

SimpliFi Inc first reported a position in XMPT in Q1 2023 and has held it in 14 quarters since. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • SimpliFi Inc held 40,987 shares of VanEck CEF Muni Income ETF worth $916K as of Q2 2026.
  • SimpliFi Inc bought 2,388 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $52.1K.
  • VanEck CEF Muni Income ETF made up 0.36% of SimpliFi Inc's portfolio in Q2 2026, its #20 holding.
  • SimpliFi Inc first reported a position in VanEck CEF Muni Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on SimpliFi Inc's 13F filing for Q2 2026, filed 24 Jul 2026.