Concourse Financial Group Securities’s VanEck Intermediate Muni ETF ITM Stock Holding History

Concourse Financial Group Securities’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
2024 Q2	–	Sell	-200	Closed	-$9.18K	–	2346
2024 Q1	$9.3K	Hold	200	–	–	﹤0.01%	1731
2023 Q4	$9.41K	Hold	200	–	–	﹤0.01%	1697
2023 Q3	$8.82K	Hold	200	–	–	﹤0.01%	1687
2023 Q2	$9.21K	Hold	200	–	–	﹤0.01%	1671
2023 Q1	$9.29K	Hold	200	–	–	﹤0.01%	1680
2022 Q4	$9.12K	Hold	200	–	–	﹤0.01%	1686
2022 Q3	$9K	Buy	200 +100	+100%	+$4.57K	﹤0.01%	1509
2022 Q2	$5K	Buy	+100	New	+$4.57K	﹤0.01%	1841

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 $377B AUM 19.32% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 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

Concourse Financial Group Securities's ITM Position: Q2 2024 in Review

Concourse Financial Group Securities sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 200 shares — an estimated $9.18K sold.

Concourse Financial Group Securities first reported a position in ITM in Q2 2022 and held it in 8 quarters. The position peaked at $9.41K in Q4 2023. 163 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

Concourse Financial Group Securities reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 200 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $9.18K.
Concourse Financial Group Securities first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and held it in 8 quarters.
Concourse Financial Group Securities's VanEck Intermediate Muni ETF position peaked at $9.41K in Q4 2023.
163 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Concourse Financial Group Securities's 13F filing for Q2 2024, filed 23 Jul 2024.