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WCG Wealth Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

WCG Wealth Advisors’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
2024
Q4 		– Sell
-10,554
Closed -$245K – 329
2024
Q3 		$245K Sell
10,554
-1,146
-10% -$25.8K 0.02% 304
2024
Q2 		$258K Buy
11,700
+8
+0.1% +$170 0.02% 269
2024
Q1 		$253K Buy
+11,692
New +$250K 0.02% 253

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
FDDB
Fidelity D&D Bancorp Dunmore, Pennsylvania $249M AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WCG Wealth Advisors's XMPT Position: Q4 2024 in Review

WCG Wealth Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q4 2024, closing a stake of 10,554 shares — an estimated $245K sold.

WCG Wealth Advisors first reported a position in XMPT in Q1 2024 and held it in 3 quarters. The position peaked at $258K in Q2 2024. 52 funds tracked by Wall St. Rank hold XMPT as of Q4 2024.

  • WCG Wealth Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q4 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 10,554 VanEck CEF Muni Income ETF shares in Q4 2024, an estimated $245K.
  • WCG Wealth Advisors first reported a position in VanEck CEF Muni Income ETF in Q1 2024 and held it in 3 quarters.
  • WCG Wealth Advisors's VanEck CEF Muni Income ETF position peaked at $258K in Q2 2024.
  • 52 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.