Endurance Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Endurance Wealth Management’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 Q2	$3K	Hold	65	–	–	﹤0.01%	572
2023 Q1	$3K	Hold	65	–	–	﹤0.01%	576
2022 Q4	$3K	Hold	65	–	–	﹤0.01%	560
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	539
2022 Q2	$3K	Hold	65	–	–	﹤0.01%	557
2022 Q1	$3K	Hold	65	–	–	﹤0.01%	582
2021 Q4	$3K	Hold	65	–	–	﹤0.01%	569
2021 Q3	$3K	Hold	65	–	–	﹤0.01%	580
2021 Q2	$3K	Hold	65	–	–	﹤0.01%	585
2021 Q1	$3K	Hold	65	–	–	﹤0.01%	591
2020 Q4	$3K	Hold	65	–	–	﹤0.01%	557
2020 Q3	$3K	Hold	65	–	–	﹤0.01%	552
2020 Q2	$3K	Hold	65	–	–	﹤0.01%	538
2020 Q1	$3K	Hold	65	–	–	﹤0.01%	497
2019 Q4	$3K	Buy	65 +23	+55%	+$1.16K	﹤0.01%	481
2019 Q3	$2K	Hold	42	–	–	﹤0.01%	490
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	444
2019 Q1	$2K	Hold	42	–	–	﹤0.01%	446
2018 Q4	$2K	Sell	42 -1	-2%	-$47	﹤0.01%	444
2018 Q3	$2K	Hold	43	–	–	﹤0.01%	459
2018 Q2	$2K	Hold	43	–	–	﹤0.01%	468
2018 Q1	$2K	Hold	43	–	–	﹤0.01%	489
2017 Q4	$2K	Hold	43	–	–	﹤0.01%	486
2017 Q3	$2K	Hold	43	–	–	﹤0.01%	477
2017 Q2	$2K	Hold	43	–	–	﹤0.01%	479
2017 Q1	$2K	Buy	+43	New	+$2.01K	﹤0.01%	484

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Endurance Wealth Management's ITM Position: Q2 2023 in Review

Endurance Wealth Management held its VanEck Intermediate Muni ETF (ITM) position steady in Q2 2023 at 65 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

Endurance Wealth Management first reported a position in ITM in Q1 2017 and has held it in 26 quarters since. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

Endurance Wealth Management held 65 shares of VanEck Intermediate Muni ETF worth $3K as of Q2 2023.
Endurance Wealth Management left its VanEck Intermediate Muni ETF share count unchanged in Q2 2023.
VanEck Intermediate Muni ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #572 holding.
Endurance Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2017 and has held it in 26 quarters since.
162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.