Institute for Wealth Management’s VanEck Long Muni ETF MLN Stock Holding History

Institute for Wealth Management’s Portfolio MLN Stock Details MLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-23	Closed	–	–	572
2019 Q4	$0	Buy	+23	New	+$485	﹤0.01%	698

Other funds holding MLN

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's MLN Position: Q1 2020 in Review

Institute for Wealth Management sold out of VanEck Long Muni ETF (MLN) in Q1 2020, closing a stake of 23 shares.

Institute for Wealth Management first reported a position in MLN in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 58 funds tracked by Wall St. Rank hold MLN as of Q1 2020.

Institute for Wealth Management reported no remaining VanEck Long Muni ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 23 VanEck Long Muni ETF shares in Q1 2020.
Institute for Wealth Management first reported a position in VanEck Long Muni ETF in Q4 2019 and held it in 1 quarter.
Institute for Wealth Management's VanEck Long Muni ETF position peaked at $0 in Q4 2019.
58 funds tracked by Wall St. Rank held VanEck Long Muni ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.