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Summit Wealth & Retirement Planning’s VanEck Long Muni ETF MLN Stock Holding History

Summit Wealth & Retirement Planning’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
2023
Q2 		– Sell
-67,168
Closed -$1.21M – 87
2023
Q1 		$1.21M Sell
67,168
-10,977
-14% -$196K 0.45% 29
2022
Q4 		$1.36M Buy
+78,145
New +$1.34M 0.55% 28

Other funds holding MLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Summit Wealth & Retirement Planning's MLN Position: Q2 2023 in Review

Summit Wealth & Retirement Planning sold out of VanEck Long Muni ETF (MLN) in Q2 2023, closing a stake of 67,168 shares — an estimated $1.21M sold.

Summit Wealth & Retirement Planning first reported a position in MLN in Q4 2022 and held it in 2 quarters. The position peaked at $1.36M in Q4 2022. 82 funds tracked by Wall St. Rank hold MLN as of Q2 2023.

  • Summit Wealth & Retirement Planning reported no remaining VanEck Long Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 67,168 VanEck Long Muni ETF shares in Q2 2023, an estimated $1.21M.
  • Summit Wealth & Retirement Planning first reported a position in VanEck Long Muni ETF in Q4 2022 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's VanEck Long Muni ETF position peaked at $1.36M in Q4 2022.
  • 82 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q2 2023.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2023, filed 26 Jul 2023.