XMPT Holdings Changes

This page summarizes the XMPT holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether XMPT is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing XMPT Share Count
Park Avenue Securities LLC	30,068	37,403	+7,335	+24.39%
Fidelity D & D Bancorp Inc.	908,874	959,854	+50,980	+5.61%
Aurum Wealth Management Group LLC	891,037	931,136	+40,099	+4.50%
Wealth Enhancement Advisory Services LLC	18,142	18,342	+200	+1.10%
13F Filers Reporting New Positions In XMPT
Ausdal Financial Partners Inc.	0	10,150	+10,150	+100%
13F Filers With Unchanged Share Count
Sound Income Strategies LLC	42	42	UNCH	0.00%
Aspire Private Capital LLC	1,000	1,000	UNCH	0.00%
13F Filers Decreasing XMPT Share Count
Global Retirement Partners LLC	791	678	-113	-14.29%
Hedeker Wealth LLC	48,156	42,681	-5,475	-11.37%
SimpliFi Inc.	31,986	30,527	-1,459	-4.56%
Madrona Financial Services LLC	20,510	20,497	-13	-0.06%
13F Filers Exiting XMPT
Raymond James Financial Services Advisors Inc.	66,883	0	-66,883	-100.00%

See Summary: Institutional Holders of XMPT
See Details: Top 10 Hedge Funds Holding XMPT

XMPT Holdings Changes | www.HoldingsChannel.com

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