AWM
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Apollon Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Apollon Wealth Management’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
Q4 		– Sell
-7,466
Closed -$325K – 884
2022
Q3 		$325K Sell
7,466
-7
-0.1% -$320 0.03% 571
2022
Q2 		$341K Buy
+7,473
New +$341K 0.03% 535

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Apollon Wealth Management's ITM Position: Q4 2022 in Review

Apollon Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 7,466 shares — an estimated $325K sold.

Apollon Wealth Management first reported a position in ITM in Q2 2022 and held it in 2 quarters. The position peaked at $341K in Q2 2022. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

  • Apollon Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
  • Apollon Wealth Management sold 7,466 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $325K.
  • Apollon Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and held it in 2 quarters.
  • Apollon Wealth Management's VanEck Intermediate Muni ETF position peaked at $341K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on Apollon Wealth Management's 13F filing for Q4 2022, filed 15 Feb 2023.