KCS Wealth Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History

KCS Wealth Advisory’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 Q1	–	Sell	-4,000	Closed	-$205K	–	167
2021 Q4	$205K	Buy	+4,000	New	+$205K	0.08%	155

Other funds holding ITM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KCS Wealth Advisory's ITM Position: Q1 2022 in Review

KCS Wealth Advisory sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 4,000 shares — an estimated $205K sold.

KCS Wealth Advisory first reported a position in ITM in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 179 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

KCS Wealth Advisory reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
KCS Wealth Advisory sold 4,000 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $205K.
KCS Wealth Advisory first reported a position in VanEck Intermediate Muni ETF in Q4 2021 and held it in 1 quarter.
KCS Wealth Advisory's VanEck Intermediate Muni ETF position peaked at $205K in Q4 2021.
179 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on KCS Wealth Advisory's 13F filing for Q1 2022, filed 13 Apr 2022.