PCWA
ITM icon

Pacific Capital Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Pacific Capital Wealth 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
2024
Q2 		– Sell
-353
Closed -$16.4K – 615
2024
Q1 		$16.4K Sell
353
-267
-43% -$12.4K ﹤0.01% 202
2023
Q4 		$29.2K Buy
+620
New +$27.9K 0.01% 172
2023
Q2 		– Sell
-26,177
Closed -$1.22M – 72
2023
Q1 		$1.22M Sell
26,177
-2,721
-9% -$125K 0.31% 40
2022
Q4 		$1.32M Sell
28,898
-1,407
-5% -$63K 0.34% 43
2022
Q3 		$1.32M Sell
30,305
-118
-0.4% -$5.39K 0.36% 43
2022
Q2 		$1.39M Sell
30,423
-465
-2% -$21.2K 0.38% 46
2022
Q1 		$1.46M Sell
30,888
-74
-0.2% -$3.65K 0.42% 49
2021
Q4 		$1.59M Sell
30,962
-113
-0.4% -$5.78K 0.46% 46
2021
Q3 		$1.59M Buy
31,075
+4
+0% +$208 0.51% 44
2021
Q2 		$1.61M Buy
31,071
+101
+0.3% +$5.22K 0.81% 35
2021
Q1 		$1.59M Sell
30,970
-830
-3% -$42.9K 0.88% 34
2020
Q4 		$1.66M Sell
31,800
-808
-2% -$41.6K 0.94% 31
2020
Q3 		$1.67M Sell
32,608
-1,346
-4% -$69.3K 0.99% 29
2020
Q2 		$1.73M Sell
33,954
-3,512
-9% -$175K 1.17% 27
2020
Q1 		$1.84M Sell
37,466
-14,470
-28% -$725K 1.39% 27
2019
Q4 		$2.61M Buy
+51,936
New +$2.61M 1.74% 23

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacific Capital Wealth Advisors's ITM Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 353 shares — an estimated $16.4K sold.

Pacific Capital Wealth Advisors first reported a position in ITM in Q4 2019 and held it in 16 quarters. The position peaked at $2.61M in Q4 2019. 164 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 353 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $16.4K.
  • Pacific Capital Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 16 quarters.
  • Pacific Capital Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $2.61M in Q4 2019.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.