BerganKDV Wealth Management’s Mairs & Power Minnesota Municipal Bond ETF MINN Stock Holding History

BerganKDV Wealth Management’s Portfolio MINN Stock Details MINN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$4.38K	Hold	200	–	–	﹤0.01%	619
2023 Q1	$4.45K	Hold	200	–	–	﹤0.01%	708
2022 Q4	$4.36K	Hold	200	–	–	﹤0.01%	692
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	719
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	736
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	729
2021 Q4	$5K	Buy	+200	New	+$5.01K	﹤0.01%	781

Other funds holding MINN

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

BerganKDV Wealth Management's MINN Position: Q2 2023 in Review

BerganKDV Wealth Management held its Mairs & Power Minnesota Municipal Bond ETF (MINN) position steady in Q2 2023 at 200 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

BerganKDV Wealth Management first reported a position in MINN in Q4 2021 and has held it in 7 quarters since. The position peaked at $5K in Q1 2022. 11 funds tracked by Wall St. Rank hold MINN as of Q2 2023.

BerganKDV Wealth Management held 200 shares of Mairs & Power Minnesota Municipal Bond ETF worth $4.38K as of Q2 2023.
BerganKDV Wealth Management left its Mairs & Power Minnesota Municipal Bond ETF share count unchanged in Q2 2023.
Mairs & Power Minnesota Municipal Bond ETF made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #619 holding.
BerganKDV Wealth Management first reported a position in Mairs & Power Minnesota Municipal Bond ETF in Q4 2021 and has held it in 7 quarters since.
BerganKDV Wealth Management's Mairs & Power Minnesota Municipal Bond ETF position peaked at $5K in Q1 2022.
11 funds tracked by Wall St. Rank held Mairs & Power Minnesota Municipal Bond ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.