J.W. Cole Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

J.W. Cole 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
2021 Q3	–	Sell	-4,433	Closed	-$230K	–	603
2021 Q2	$230K	Buy	4,433 +9	+0.2%	+$465	0.02%	660
2021 Q1	$227K	Sell	4,424 -614	-12%	-$31.7K	0.02%	594
2020 Q4	$262K	Buy	+5,038	New	+$259K	0.03%	512

Other funds holding ITM

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

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

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

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

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

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

J.W. Cole Advisors's ITM Position: Q3 2021 in Review

J.W. Cole Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2021, closing a stake of 4,433 shares — an estimated $230K sold.

J.W. Cole Advisors first reported a position in ITM in Q4 2020 and held it in 3 quarters. The position peaked at $262K in Q4 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q3 2021.

J.W. Cole Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q3 2021 after selling out during the quarter.
J.W. Cole Advisors sold 4,433 VanEck Intermediate Muni ETF shares in Q3 2021, an estimated $230K.
J.W. Cole Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and held it in 3 quarters.
J.W. Cole Advisors's VanEck Intermediate Muni ETF position peaked at $262K in Q4 2020.
172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2021.

Based on J.W. Cole Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.