Cardan Capital Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cardan Capital Partners’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
2021 Q3	$2.35M	Buy	45,960 +467	+1%	+$24.2K	0.26%	94
2021 Q2	$2.36M	Sell	45,493 -8,520	-16%	-$440K	0.26%	101
2021 Q1	$2.77M	Sell	54,013 -12,524	-19%	-$647K	0.33%	89
2020 Q4	$3.46M	Sell	66,537 -18,084	-21%	-$931K	0.43%	73
2020 Q3	$4.34M	Sell	84,621 -18,267	-18%	-$941K	0.58%	54
2020 Q2	$5.24M	Sell	102,888 -560	-0.5%	-$27.8K	0.75%	41
2020 Q1	$5.08M	Sell	103,448 -4,609	-4%	-$231K	0.84%	30
2019 Q4	$5.43M	Buy	108,057 +4,362	+4%	+$219K	0.73%	44
2019 Q3	$5.22M	Buy	103,695 +1,442	+1%	+$72.7K	0.75%	43
2019 Q2	$5.09M	Sell	102,253 -5,942	-5%	-$292K	0.77%	39
2019 Q1	$5.28M	Sell	108,195 -7,727	-7%	-$371K	0.85%	36
2018 Q4	$5.5M	Buy	115,922 +5,756	+5%	+$268K	0.97%	32
2018 Q3	$5.14M	Sell	110,166 -679	-0.6%	-$31.9K	0.8%	31
2018 Q2	$5.22M	Buy	110,845 +4,568	+4%	+$214K	0.86%	30
2018 Q1	$5M	Sell	106,277 -5,793	-5%	-$273K	0.83%	32
2017 Q4	$5.39M	Buy	112,070 +3,241	+3%	+$156K	1.02%	30
2017 Q3	$5.24M	Sell	108,829 -12,471	-10%	-$602K	1.04%	29
2017 Q2	$5.8M	Sell	121,300 -6,656	-5%	-$317K	1.13%	27
2017 Q1	$6M	Buy	127,956 +6,363	+5%	+$297K	1.25%	23
2016 Q4	$5.64M	Sell	121,593 -14,387	-11%	-$681K	1.26%	25
2016 Q3	$6.69M	Buy	135,980 +10,982	+9%	+$543K	1.49%	20
2016 Q2	$6.21M	Buy	124,998 +3,421	+3%	+$168K	1.53%	19
2016 Q1	$5.89M	Buy	121,577 +67,528	+125%	+$3.27M	1.47%	22
2015 Q4	$2.59M	Buy	+54,049	New	+$2.56M	1.11%	31

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

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

DBT

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cardan Capital Partners's ITM Position: Q3 2021 in Review

Cardan Capital Partners increased its VanEck Intermediate Muni ETF (ITM) stake by 1% in Q3 2021, buying an estimated $24.2K and bringing the position to 45,960 shares worth $2.35M. The position accounts for 0.26% of the portfolio, ranked #94.

Cardan Capital Partners first reported a position in ITM in Q4 2015 and has held it in 24 quarters since. The position peaked at $6.69M in Q3 2016. 172 funds tracked by Wall St. Rank hold ITM as of Q3 2021.

Cardan Capital Partners held 45,960 shares of VanEck Intermediate Muni ETF worth $2.35M as of Q3 2021.
Cardan Capital Partners bought 467 VanEck Intermediate Muni ETF shares in Q3 2021, an estimated $24.2K.
VanEck Intermediate Muni ETF made up 0.26% of Cardan Capital Partners's portfolio in Q3 2021, its #94 holding.
Cardan Capital Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2015 and has held it in 24 quarters since.
Cardan Capital Partners's VanEck Intermediate Muni ETF position peaked at $6.69M in Q3 2016.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.