Next Financial Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Next Financial Group’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 Q4	$5K	Hold	105	–	–	﹤0.01%	2424
2021 Q3	$5K	Hold	105	–	–	﹤0.01%	2260
2021 Q2	$5K	Hold	105	–	–	﹤0.01%	2196
2021 Q1	$5K	Hold	105	–	–	﹤0.01%	2102
2020 Q4	$5K	Hold	105	–	–	﹤0.01%	1985
2020 Q3	$5K	Buy	+105	New	+$5.41K	﹤0.01%	1845
2017 Q4	–	Sell	-1,070	Closed	-$52K	–	816
2017 Q3	$52K	Hold	1,070	–	–	0.01%	685
2017 Q2	$51K	Hold	1,070	–	–	0.01%	780
2017 Q1	$51K	Sell	1,070 -3,764	-78%	-$176K	0.01%	717
2016 Q4	$224K	Buy	4,834 +20	+0.4%	+$947	0.04%	444
2016 Q3	$237K	Buy	4,814 +3,744	+350%	+$185K	0.04%	413
2016 Q2	$53K	Hold	1,070	–	–	0.02%	638
2016 Q1	$51K	Hold	1,070	–	–	0.02%	614
2015 Q4	$51K	Hold	1,070	–	–	0.02%	613
2015 Q3	$50K	Buy	+1,070	New	+$49.9K	0.02%	628
2015 Q1	–	Sell	-127	Closed	-$6K	–	1900
2014 Q4	$6K	Sell	127 -2,343	-95%	-$110K	﹤0.01%	1430
2014 Q3	$116K	Buy	2,470 +2,364	+2,230%	+$110K	0.02%	618
2014 Q2	$5K	Buy	+106	New	+$4.9K	﹤0.01%	925

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's ITM Position: Q4 2021 in Review

Next Financial Group held its VanEck Intermediate Muni ETF (ITM) position steady in Q4 2021 at 105 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #2424.

Next Financial Group first reported a position in ITM in Q2 2014 and has held it in 18 quarters since. The position peaked at $237K in Q3 2016. 184 funds tracked by Wall St. Rank hold ITM as of Q4 2021.

Next Financial Group held 105 shares of VanEck Intermediate Muni ETF worth $5K as of Q4 2021.
Next Financial Group left its VanEck Intermediate Muni ETF share count unchanged in Q4 2021.
VanEck Intermediate Muni ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2424 holding.
Next Financial Group first reported a position in VanEck Intermediate Muni ETF in Q2 2014 and has held it in 18 quarters since.
Next Financial Group's VanEck Intermediate Muni ETF position peaked at $237K in Q3 2016.
184 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.