Ashton Thomas Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Ashton Thomas Private Wealth’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
2020 Q2	–	Sell	-6,330	Closed	-$311K	–	248
2020 Q1	$311K	Sell	6,330 -443	-7%	-$22.2K	0.13%	163
2019 Q4	$340K	Sell	6,773 -4,738	-41%	-$238K	0.11%	175
2019 Q3	$579K	Sell	11,511 -270	-2%	-$13.6K	0.24%	91
2019 Q2	$586K	Buy	11,781 +127	+1%	+$6.25K	0.23%	93
2019 Q1	$569K	Buy	+11,654	New	+$559K	0.23%	87

Other funds holding ITM

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

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

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

DBT

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ashton Thomas Private Wealth's ITM Position: Q2 2020 in Review

Ashton Thomas Private Wealth sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2020, closing a stake of 6,330 shares — an estimated $311K sold.

Ashton Thomas Private Wealth first reported a position in ITM in Q1 2019 and held it in 5 quarters. The position peaked at $586K in Q2 2019. 158 funds tracked by Wall St. Rank hold ITM as of Q2 2020.

Ashton Thomas Private Wealth reported no remaining VanEck Intermediate Muni ETF position as of Q2 2020 after selling out during the quarter.
Ashton Thomas Private Wealth sold 6,330 VanEck Intermediate Muni ETF shares in Q2 2020, an estimated $311K.
Ashton Thomas Private Wealth first reported a position in VanEck Intermediate Muni ETF in Q1 2019 and held it in 5 quarters.
Ashton Thomas Private Wealth's VanEck Intermediate Muni ETF position peaked at $586K in Q2 2019.
158 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2020.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2020, filed 22 Apr 2024.