White Knight Strategic Wealth Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

White Knight Strategic Wealth Advisors’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	-9,907	Closed	-$209K	–	73
2023 Q2	$209K	Sell	9,907 -9,019	-48%	-$191K	0.25%	68
2023 Q1	$411K	Sell	18,926 -13,844	-42%	-$301K	0.52%	39
2022 Q4	$704K	Buy	32,770 +2,559	+8%	+$53.6K	0.97%	27
2022 Q3	$623K	Buy	30,211 +10,478	+53%	+$243K	0.89%	29
2022 Q2	$454K	Sell	19,733 -3,420	-15%	-$79.9K	0.63%	38
2022 Q1	$586K	Sell	23,153 -2,323	-9%	-$62.1K	0.63%	37
2021 Q4	$755K	Buy	+25,476	New	+$745K	0.79%	32

Other funds holding XMPT

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Marcum Wealth Cleveland, Ohio $1.16B AUM 6.7% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 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

White Knight Strategic Wealth Advisors's XMPT Position: Q3 2023 in Review

White Knight Strategic Wealth Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2023, closing a stake of 9,907 shares — an estimated $209K sold.

White Knight Strategic Wealth Advisors first reported a position in XMPT in Q4 2021 and held it in 7 quarters. The position peaked at $755K in Q4 2021. 48 funds tracked by Wall St. Rank hold XMPT as of Q3 2023.

White Knight Strategic Wealth Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q3 2023 after selling out during the quarter.
White Knight Strategic Wealth Advisors sold 9,907 VanEck CEF Muni Income ETF shares in Q3 2023, an estimated $209K.
White Knight Strategic Wealth Advisors first reported a position in VanEck CEF Muni Income ETF in Q4 2021 and held it in 7 quarters.
White Knight Strategic Wealth Advisors's VanEck CEF Muni Income ETF position peaked at $755K in Q4 2021.
48 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2023.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.