FinTrust Capital Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

FinTrust Capital Advisors’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
2022 Q3	–	Sell	-5,897	Closed	-$274K	–	1244
2022 Q2	$274K	Buy	+5,897	New	+$269K	0.07%	228
2020 Q3	–	Sell	-1,622	Closed	-$83K	–	1173
2020 Q2	$83K	Hold	1,622	–	–	0.03%	370
2020 Q1	$80K	Hold	1,622	–	–	0.04%	323
2019 Q4	$81K	Hold	1,622	–	–	0.03%	361
2019 Q3	$82K	Hold	1,622	–	–	0.03%	362
2019 Q2	$81K	Hold	1,622	–	–	0.03%	321
2019 Q1	$79K	Hold	1,622	–	–	0.03%	313
2018 Q4	$77K	Buy	+1,622	New	+$75.5K	0.04%	301

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

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

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

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

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

DBT

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

FinTrust Capital Advisors's ITM Position: Q3 2022 in Review

FinTrust Capital Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 5,897 shares — an estimated $274K sold.

FinTrust Capital Advisors first reported a position in ITM in Q4 2018 and held it in 8 quarters. The position peaked at $274K in Q2 2022. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

FinTrust Capital Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 5,897 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $274K.
FinTrust Capital Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 8 quarters.
FinTrust Capital Advisors's VanEck Intermediate Muni ETF position peaked at $274K in Q2 2022.
157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on FinTrust Capital Advisors's 13F filing for Q3 2022, filed 20 Oct 2022.