American Portfolios Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

American Portfolios Advisors’s Portfolio ITM Stock Details ITM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$962K	Sell	22,090 -719	-3%	-$32.9K	0.04%	447
2022 Q2	$1.04M	Sell	22,809 -507	-2%	-$23.2K	0.04%	422
2022 Q1	$1.1M	Sell	23,316 -851	-4%	-$41.9K	0.04%	456
2021 Q4	$1.24M	Sell	24,167 -149	-0.6%	-$7.63K	0.04%	417
2021 Q3	$1.25M	Buy	24,316 +3,402	+16%	+$177K	0.05%	375
2021 Q2	$1.08M	Buy	20,914 +200	+1%	+$10.3K	0.04%	431
2021 Q1	$1.06M	Buy	20,714 +2,298	+12%	+$119K	0.05%	385
2020 Q4	$958K	Buy	18,416 +170	+0.9%	+$8.75K	0.05%	358
2020 Q3	$936K	Sell	18,246 -518	-3%	-$26.7K	0.05%	312
2020 Q2	$956K	Sell	18,764 -1,631	-8%	-$81.1K	0.06%	288
2020 Q1	$1M	Sell	20,395 -2,178	-10%	-$109K	0.08%	217
2019 Q4	$1.13M	Buy	22,573 +2,193	+11%	+$110K	0.08%	242
2019 Q3	$1.03M	Buy	20,380 +208	+1%	+$10.5K	0.08%	237
2019 Q2	$1M	Buy	20,172 +17	+0.1%	+$837	0.08%	232
2019 Q1	$984K	Sell	20,155 -1,639	-8%	-$78.6K	0.09%	217
2018 Q4	$1.03M	Buy	21,794 +4,580	+27%	+$213K	0.13%	163
2018 Q3	$802K	Buy	17,214 +394	+2%	+$18.5K	0.09%	217
2018 Q2	$793K	Buy	16,820 +835	+5%	+$39.2K	0.11%	187
2018 Q1	$752K	Sell	15,985 -738	-4%	-$34.8K	0.11%	185
2017 Q4	$805K	Buy	+16,723	New	+$805K	0.13%	168

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

American Portfolios Advisors's ITM Position: Q3 2022 in Review

American Portfolios Advisors reduced its VanEck Intermediate Muni ETF (ITM) stake by 3.2% in Q3 2022, selling an estimated $32.9K and leaving 22,090 shares worth $962K. The position accounts for 0.04% of the portfolio, ranked #447.

American Portfolios Advisors first reported a position in ITM in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.25M in Q3 2021. 156 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

American Portfolios Advisors held 22,090 shares of VanEck Intermediate Muni ETF worth $962K as of Q3 2022.
American Portfolios Advisors sold 719 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $32.9K.
VanEck Intermediate Muni ETF made up 0.04% of American Portfolios Advisors's portfolio in Q3 2022, its #447 holding.
American Portfolios Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's VanEck Intermediate Muni ETF position peaked at $1.25M in Q3 2021.
156 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.