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Kestra Private Wealth Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Kestra Private Wealth Services’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
2020
Q4 		– Sell
-14,151
Closed -$726K – 764
2020
Q3 		$726K Buy
+14,151
New +$729K 0.06% 309

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Kestra Private Wealth Services's ITM Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2020, closing a stake of 14,151 shares — an estimated $726K sold.

Kestra Private Wealth Services first reported a position in ITM in Q3 2020 and held it in 1 quarter. The position peaked at $726K in Q3 2020. 172 funds tracked by Wall St. Rank hold ITM as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining VanEck Intermediate Muni ETF position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 14,151 VanEck Intermediate Muni ETF shares in Q4 2020, an estimated $726K.
  • Kestra Private Wealth Services first reported a position in VanEck Intermediate Muni ETF in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's VanEck Intermediate Muni ETF position peaked at $726K in Q3 2020.
  • 172 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2020.

Based on Kestra Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.