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WealthShield Partners’s VanEck CEF Muni Income ETF XMPT Stock Holding History

WealthShield Partners’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
Q1 		$256K Buy
11,923
+2,808
+31% +$62K 0.03% 309
2025
Q4 		$199K Buy
9,115
+1,145
+14% +$25.1K 0.02% 348
2025
Q3 		$174K Sell
7,970
-242
-3% -$5.1K 0.02% 353
2025
Q2 		$172K Sell
8,212
-242
-3% -$5.05K 0.02% 339
2025
Q1 		$183K Buy
8,454
+68
+0.8% +$1.49K 0.02% 329
2024
Q4 		$180K Buy
8,386
+244
+3% +$5.47K 0.03% 292
2024
Q3 		$189K Sell
8,142
-1,026
-11% -$23.1K 0.03% 300
2024
Q2 		$202K Buy
9,168
+1,312
+17% +$28K 0.03% 277
2024
Q1 		$170K Sell
7,856
-1,795
-19% -$38.3K 0.03% 283
2023
Q4 		$204K Buy
9,651
+503
+5% +$9.93K 0.03% 275
2023
Q3 		$173K Sell
9,148
-1,790
-16% -$36.7K 0.03% 299
2023
Q2 		$231K Sell
10,938
-1,607
-13% -$34K 0.03% 276
2023
Q1 		$272K Sell
12,545
-2,417
-16% -$52.6K 0.04% 262
2022
Q4 		$321K Sell
14,962
-1,295
-8% -$27.1K 0.06% 238
2022
Q3 		$335K Buy
16,257
+1,847
+13% +$42.8K 0.07% 236
2022
Q2 		$332K Sell
14,410
-3,863
-21% -$90.2K 0.07% 237
2022
Q1 		$462K Sell
18,273
-34,999
-66% -$935K 0.07% 241
2021
Q4 		$1.58M Buy
+53,272
New +$1.56M 0.26% 81

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
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
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
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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

WealthShield Partners's XMPT Position: Q1 2026 in Review

WealthShield Partners increased its VanEck CEF Muni Income ETF (XMPT) stake by 31% in Q1 2026, buying an estimated $62K and bringing the position to 11,923 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #309.

WealthShield Partners first reported a position in XMPT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.58M in Q4 2021. 55 funds tracked by Wall St. Rank hold XMPT as of Q1 2026.

  • WealthShield Partners held 11,923 shares of VanEck CEF Muni Income ETF worth $256K as of Q1 2026.
  • WealthShield Partners bought 2,808 VanEck CEF Muni Income ETF shares in Q1 2026, an estimated $62K.
  • VanEck CEF Muni Income ETF made up 0.03% of WealthShield Partners's portfolio in Q1 2026, its #309 holding.
  • WealthShield Partners first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and has held it in 18 quarters since.
  • WealthShield Partners's VanEck CEF Muni Income ETF position peaked at $1.58M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.