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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 $1.55T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

PFG Advisors's ITM Position: Q4 2023 in Review

PFG Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 4,778 shares — an estimated $211K sold.

PFG Advisors first reported a position in ITM in Q1 2021 and held it in 11 quarters. The position peaked at $777K in Q3 2021. 182 funds tracked by Wall St. Rank hold ITM as of Q4 2023.

  • PFG Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
  • PFG Advisors sold 4,778 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $211K.
  • PFG Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 11 quarters.
  • PFG Advisors's VanEck Intermediate Muni ETF position peaked at $777K in Q3 2021.
  • 182 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.

Based on PFG Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.