Spire Wealth Management’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Spire 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
2022 Q3	–	Sell	-3,529	Closed	-$81K	–	2641
2022 Q2	$81K	Sell	3,529 -488	-12%	-$11.4K	﹤0.01%	1111
2022 Q1	$102K	Buy	4,017 +8	+0.2%	+$214	﹤0.01%	1159
2021 Q4	$119K	Sell	4,009 -116	-3%	-$3.39K	﹤0.01%	1327
2021 Q3	$121K	Buy	4,125 +7	+0.2%	+$211	﹤0.01%	1125
2021 Q2	$124K	Buy	4,118 +6	+0.1%	+$176	﹤0.01%	1113
2021 Q1	$118K	Buy	+4,112	New	+$117K	﹤0.01%	1329

Other funds holding XMPT

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

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCWP

Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

Spire Wealth Management's XMPT Position: Q3 2022 in Review

Spire Wealth Management sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2022, closing a stake of 3,529 shares — an estimated $81K sold.

Spire Wealth Management first reported a position in XMPT in Q1 2021 and held it in 6 quarters. The position peaked at $124K in Q2 2021. 46 funds tracked by Wall St. Rank hold XMPT as of Q3 2022.

Spire Wealth Management reported no remaining VanEck CEF Muni Income ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 3,529 VanEck CEF Muni Income ETF shares in Q3 2022, an estimated $81K.
Spire Wealth Management first reported a position in VanEck CEF Muni Income ETF in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's VanEck CEF Muni Income ETF position peaked at $124K in Q2 2021.
46 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.