WealthOne’s VanEck CEF Muni Income ETF XMPT Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-41	Closed	-$1K	–	587
2018 Q4	$1K	Buy	+41	New	+$978	﹤0.01%	588

Other funds holding XMPT

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Harborview Advisors Portland, Maine $179M AUM 23.7% 1-Year Est. Return