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

Thoroughbred 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
2022
Q2 		– Sell
-11,880
Closed -$300K – 400
2022
Q1 		$300K Sell
11,880
-4,730
-28% -$126K 0.05% 297
2021
Q4 		$492K Buy
16,610
+3,995
+32% +$117K 0.1% 189
2021
Q3 		$370K Buy
12,615
+2,305
+22% +$69.6K 0.09% 212
2021
Q2 		$311K Buy
+10,310
New +$303K 0.08% 232

Other funds holding XMPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
H6H
Hightower 6M Holding Wichita, Kansas $1.11B AUM
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Thoroughbred Financial Services's XMPT Position: Q2 2022 in Review

Thoroughbred Financial Services sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2022, closing a stake of 11,880 shares — an estimated $300K sold.

Thoroughbred Financial Services first reported a position in XMPT in Q2 2021 and held it in 4 quarters. The position peaked at $492K in Q4 2021. 43 funds tracked by Wall St. Rank hold XMPT as of Q2 2022.

  • Thoroughbred Financial Services reported no remaining VanEck CEF Muni Income ETF position as of Q2 2022 after selling out during the quarter.
  • Thoroughbred Financial Services sold 11,880 VanEck CEF Muni Income ETF shares in Q2 2022, an estimated $300K.
  • Thoroughbred Financial Services first reported a position in VanEck CEF Muni Income ETF in Q2 2021 and held it in 4 quarters.
  • Thoroughbred Financial Services's VanEck CEF Muni Income ETF position peaked at $492K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2022.

Based on Thoroughbred Financial Services's 13F filing for Q2 2022, filed 3 Aug 2022.