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

Squar Milner 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
2020
Q1 		– Sell
-18
Closed – – 889
2019
Q4 		$0 Buy
+18
New +$494 ﹤0.01% 874

Other funds holding XMPT

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Squar Milner Financial Services's XMPT Position: Q1 2020 in Review

Squar Milner Financial Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q1 2020, closing a stake of 18 shares.

Squar Milner Financial Services first reported a position in XMPT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 36 funds tracked by Wall St. Rank hold XMPT as of Q1 2020.

  • Squar Milner Financial Services reported no remaining VanEck CEF Muni Income ETF position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 18 VanEck CEF Muni Income ETF shares in Q1 2020.
  • Squar Milner Financial Services first reported a position in VanEck CEF Muni Income ETF in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's VanEck CEF Muni Income ETF position peaked at $0 in Q4 2019.
  • 36 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.