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PFS Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

PFS Investments’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
Q1 		– Sell
-26,079
Closed -$1.19M – 516
2022
Q4 		$1.19M Buy
26,079
+9,861
+61% +$441K 0.02% 335
2022
Q3 		$706 Sell
16,218
-14,448
-47% -$660K 0.01% 345
2022
Q2 		$1.4M Buy
30,666
+3,835
+14% +$175K 0.03% 307
2022
Q1 		$1.27M Sell
26,831
-7,457
-22% -$368K 0.02% 330
2021
Q4 		$1.76M Sell
34,288
-5,197
-13% -$266K 0.03% 287
2021
Q3 		$2.02M Sell
39,485
-2,485
-6% -$129K 0.04% 262
2021
Q2 		$2.19M Sell
41,970
-1,347
-3% -$69.6K 0.05% 239
2021
Q1 		$2.22M Buy
+43,317
New +$2.24M 0.06% 225

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return