Wealth Enhancement Advisory Services’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Wealth Enhancement Advisory 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
2026 Q3	$358K	Sell	18,805 -4,621	-20%	-$98.3K	﹤0.01%	3164
2026 Q2	$517K	Buy	23,426 +364	+2%	+$7.95K	﹤0.01%	2654
2026 Q1	$494K	Sell	23,062 -60,986	-73%	-$1.35M	﹤0.01%	2330
2025 Q4	$1.84M	Sell	84,048 -15,567	-16%	-$341K	﹤0.01%	1560
2025 Q3	$2.16M	Buy	99,615 +9,471	+11%	+$200K	﹤0.01%	1389
2025 Q2	$1.9M	Buy	+90,144	New	+$1.88M	﹤0.01%	1380
2025 Q1	–	Sell	-31,323	Closed	-$674K	–	3187
2024 Q4	$674K	Buy	+31,323	New	+$702K	﹤0.01%	1785
2024 Q3	–	Sell	-18,560	Closed	-$409K	–	2920
2024 Q2	$409K	Buy	18,560 +218	+1%	+$4.65K	﹤0.01%	1766
2024 Q1	$397K	Buy	18,342 +200	+1%	+$4.27K	﹤0.01%	1722
2023 Q4	$384K	Buy	18,142 +190	+1%	+$3.75K	﹤0.01%	1665
2023 Q3	$339K	Buy	+17,952	New	+$368K	﹤0.01%	1662

Other funds holding XMPT

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return

Total Clarity Wealth Management St. Charles, Illinois $518M AUM 17.26% 1-Year Est. Return

Hedeker Wealth Lincolnshire, Illinois $545M AUM 27.48% 1-Year Est. Return

SimpliFi Inc San Diego, California $245M AUM 4.52% 1-Year Est. Return

CSI

Cross Staff Investments Pittsford, New York $168M AUM 14.41% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Provenance Wealth Advisors Fort Lauderdale, Florida $1.69B AUM 11.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's XMPT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its VanEck CEF Muni Income ETF (XMPT) stake by 20% in Q3 2026, selling an estimated $98.3K and leaving 18,805 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #3164.

Wealth Enhancement Advisory Services first reported a position in XMPT in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.16M in Q3 2025. 16 funds tracked by Wall St. Rank hold XMPT as of Q3 2026.

Wealth Enhancement Advisory Services held 18,805 shares of VanEck CEF Muni Income ETF worth $358K as of Q3 2026.
Wealth Enhancement Advisory Services sold 4,621 VanEck CEF Muni Income ETF shares in Q3 2026, an estimated $98.3K.
VanEck CEF Muni Income ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3164 holding.
Wealth Enhancement Advisory Services first reported a position in VanEck CEF Muni Income ETF in Q3 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's VanEck CEF Muni Income ETF position peaked at $2.16M in Q3 2025.
16 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.