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Steward Partners Investment Advisory’s VanEck Long Muni ETF MLN Stock Holding History

Steward Partners Investment Advisory’s Portfolio MLN Stock Details MLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$903K Buy
51,785
+32,516
+169% +$571K ﹤0.01% 1217
2025
Q4 		$338K Buy
19,269
+12,674
+192% +$223K ﹤0.01% 1646
2025
Q3 		$115K Hold
6,595
– – ﹤0.01% 2144
2025
Q2 		$111K Buy
+6,595
New +$112K ﹤0.01% 2053
2024
Q1 		– Sell
-2,078
Closed -$37.9K – 3634
2023
Q4 		$37.9K Sell
2,078
-385,213
-99% -$6.61M ﹤0.01% 2110
2023
Q3 		$6.47M Buy
387,291
+150,025
+63% +$2.63M 0.1% 210
2023
Q2 		$4.26M Buy
237,266
+97,934
+70% +$1.75M 0.06% 296
2023
Q1 		$2.51M Buy
+139,332
New +$2.48M 0.04% 410

Other funds holding MLN

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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return