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XMPT icon

Sunbelt Securities’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Sunbelt Securities’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
Q2 		– Sell
-4,000
Closed -$86K – 1760
2023
Q1 		$86K Buy
+4,000
New +$87K 0.01% 618

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sunbelt Securities's XMPT Position: Q2 2023 in Review

Sunbelt Securities sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2023, closing a stake of 4,000 shares — an estimated $86K sold.

Sunbelt Securities first reported a position in XMPT in Q1 2023 and held it in 1 quarter. The position peaked at $86K in Q1 2023. 51 funds tracked by Wall St. Rank hold XMPT as of Q2 2023.

  • Sunbelt Securities reported no remaining VanEck CEF Muni Income ETF position as of Q2 2023 after selling out during the quarter.
  • Sunbelt Securities sold 4,000 VanEck CEF Muni Income ETF shares in Q2 2023, an estimated $86K.
  • Sunbelt Securities first reported a position in VanEck CEF Muni Income ETF in Q1 2023 and held it in 1 quarter.
  • Sunbelt Securities's VanEck CEF Muni Income ETF position peaked at $86K in Q1 2023.
  • 51 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2023.

Based on Sunbelt Securities's 13F filing for Q2 2023, filed 16 Aug 2023.