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Sowell Financial Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Sowell Financial Services’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
2023
Q1 		– Sell
-17,777
Closed -$382K – 848
2022
Q4 		$382K Buy
+17,777
New +$372K 0.02% 459

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MW
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Envestnet Asset Management
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CCMG
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HighTower Advisors
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Sowell Financial Services's XMPT Position: Q1 2023 in Review

Sowell Financial Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2023, closing a stake of 17,777 shares — an estimated $382K sold.

Sowell Financial Services first reported a position in XMPT in Q4 2022 and held it in 1 quarter. The position peaked at $382K in Q4 2022. 51 funds tracked by Wall St. Rank hold XMPT as of Q1 2023.

  • Sowell Financial Services reported no remaining VanEck CEF Muni Income ETF position as of Q1 2023 after selling out during the quarter.
  • Sowell Financial Services sold 17,777 VanEck CEF Muni Income ETF shares in Q1 2023, an estimated $382K.
  • Sowell Financial Services first reported a position in VanEck CEF Muni Income ETF in Q4 2022 and held it in 1 quarter.
  • Sowell Financial Services's VanEck CEF Muni Income ETF position peaked at $382K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2023.

Based on Sowell Financial Services's 13F filing for Q1 2023, filed 12 May 2023.