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PFG Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

PFG 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
2023
Q4 		– Sell
-4,778
Closed -$211K – 620
2023
Q3 		$211K Sell
4,778
-856
-15% -$38.9K 0.02% 564
2023
Q2 		$260K Sell
5,634
-674
-11% -$31.1K 0.02% 560
2023
Q1 		$293K Buy
6,308
+402
+7% +$18.5K 0.02% 499
2022
Q4 		$269K Buy
5,906
+160
+3% +$7.16K 0.03% 476
2022
Q3 		$250K Sell
5,746
-1,006
-15% -$46K 0.03% 448
2022
Q2 		$308K Sell
6,752
-2,011
-23% -$91.9K 0.03% 313
2022
Q1 		$415K Sell
8,763
-3,607
-29% -$178K 0.04% 299
2021
Q4 		$634K Sell
12,370
-2,800
-18% -$143K 0.06% 318
2021
Q3 		$777K Buy
15,170
+3,379
+29% +$175K 0.09% 281
2021
Q2 		$611K Buy
11,791
+6,543
+125% +$338K 0.07% 296
2021
Q1 		$269K Buy
+5,248
New +$271K 0.03% 381

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return