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

Prosperity 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
2023
Q1 		– Sell
-8,268
Closed -$377K – 111
2022
Q4 		$377K Buy
+8,268
New +$370K 0.41% 50

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LPL Financial
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Jane Street
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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

Prosperity Financial Group's ITM Position: Q1 2023 in Review

Prosperity Financial Group sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2023, closing a stake of 8,268 shares — an estimated $377K sold.

Prosperity Financial Group first reported a position in ITM in Q4 2022 and held it in 1 quarter. The position peaked at $377K in Q4 2022. 169 funds tracked by Wall St. Rank hold ITM as of Q1 2023.

  • Prosperity Financial Group reported no remaining VanEck Intermediate Muni ETF position as of Q1 2023 after selling out during the quarter.
  • Prosperity Financial Group sold 8,268 VanEck Intermediate Muni ETF shares in Q1 2023, an estimated $377K.
  • Prosperity Financial Group first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 1 quarter.
  • Prosperity Financial Group's VanEck Intermediate Muni ETF position peaked at $377K in Q4 2022.
  • 169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2023.

Based on Prosperity Financial Group's 13F filing for Q1 2023, filed 12 Sep 2023.