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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
Q2 		– Sell
-11,923
Closed -$256K – 611
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 $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.69B AUM 40.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $325M AUM 19.22% 1-Year Est. Return

WealthShield Partners's XMPT Position: Q2 2026 in Review

WealthShield Partners sold out of VanEck CEF Muni Income ETF (XMPT) in Q2 2026, closing a stake of 11,923 shares — an estimated $256K sold.

WealthShield Partners first reported a position in XMPT in Q4 2021 and held it in 18 quarters. The position peaked at $1.58M in Q4 2021. 57 funds tracked by Wall St. Rank hold XMPT as of Q2 2026.

  • WealthShield Partners reported no remaining VanEck CEF Muni Income ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 11,923 VanEck CEF Muni Income ETF shares in Q2 2026, an estimated $256K.
  • WealthShield Partners first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and held it in 18 quarters.
  • WealthShield Partners's VanEck CEF Muni Income ETF position peaked at $1.58M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.