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Wealth Management Associates’s VanEck CEF Muni Income ETF XMPT Stock Holding History

Wealth Management Associates’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
Q3 		– Sell
-10,660
Closed -$225K – 199
2023
Q2 		$225K Hold
10,660
– – 0.13% 168
2023
Q1 		$231K Hold
10,660
– – 0.14% 166
2022
Q4 		$229K Hold
10,660
– – 0.15% 159
2022
Q3 		$220K Hold
10,660
– – 0.15% 156
2022
Q2 		$245K Buy
+10,660
New +$249K 0.17% 148

Other funds holding XMPT

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MW
Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LCWP
Legacy Capital Wealth Partners Little Rock, Arkansas $485M AUM 21.24% 1-Year Est. Return

Wealth Management Associates's XMPT Position: Q3 2023 in Review

Wealth Management Associates sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2023, closing a stake of 10,660 shares — an estimated $225K sold.

Wealth Management Associates first reported a position in XMPT in Q2 2022 and held it in 5 quarters. The position peaked at $245K in Q2 2022. 48 funds tracked by Wall St. Rank hold XMPT as of Q3 2023.

  • Wealth Management Associates reported no remaining VanEck CEF Muni Income ETF position as of Q3 2023 after selling out during the quarter.
  • Wealth Management Associates sold 10,660 VanEck CEF Muni Income ETF shares in Q3 2023, an estimated $225K.
  • Wealth Management Associates first reported a position in VanEck CEF Muni Income ETF in Q2 2022 and held it in 5 quarters.
  • Wealth Management Associates's VanEck CEF Muni Income ETF position peaked at $245K in Q2 2022.
  • 48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2023.

Based on Wealth Management Associates's 13F filing for Q3 2023, filed 28 May 2025.