EFS
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Econ Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Econ Financial Services’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
2023
Q3 		– Sell
-15,662
Closed -$722K – 85
2023
Q2 		$722K Sell
15,662
-46
-0.3% -$2.12K 0.51% 64
2023
Q1 		$730K Sell
15,708
-1,599
-9% -$73.7K 0.55% 67
2022
Q4 		$789K Buy
+17,307
New +$775K 0.8% 37

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Econ Financial Services's ITM Position: Q3 2023 in Review

Econ Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2023, closing a stake of 15,662 shares — an estimated $722K sold.

Econ Financial Services first reported a position in ITM in Q4 2022 and held it in 3 quarters. The position peaked at $789K in Q4 2022. 164 funds tracked by Wall St. Rank hold ITM as of Q3 2023.

  • Econ Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q3 2023 after selling out during the quarter.
  • Econ Financial Services sold 15,662 VanEck Intermediate Muni ETF shares in Q3 2023, an estimated $722K.
  • Econ Financial Services first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 3 quarters.
  • Econ Financial Services's VanEck Intermediate Muni ETF position peaked at $789K in Q4 2022.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2023.

Based on Econ Financial Services's 13F filing for Q3 2023, filed 9 Nov 2023.