SeaCrest Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-402	Closed	-$18K	–	1058
2022 Q2	$18K	Buy	+402	New	+$18.4K	﹤0.01%	1514
2019 Q2	–	Sell	-402	Closed	-$20K	–	1173
2019 Q1	$20K	Sell	402 -342	-46%	-$16.4K	﹤0.01%	1288
2018 Q4	$35K	Sell	744 -1	-0.1%	-$47	0.01%	1023
2018 Q3	$35K	Hold	745	–	–	0.01%	1149
2018 Q2	$35K	Hold	745	–	–	0.01%	1127
2018 Q1	$35K	Hold	745	–	–	0.01%	1101
2017 Q4	$36K	Buy	+745	New	+$35.9K	0.01%	1099

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SeaCrest Wealth Management's ITM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2022, closing a stake of 402 shares — an estimated $18K sold.

SeaCrest Wealth Management first reported a position in ITM in Q4 2017 and held it in 7 quarters. The position peaked at $36K in Q4 2017. 157 funds tracked by Wall St. Rank hold ITM as of Q3 2022.

SeaCrest Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 402 VanEck Intermediate Muni ETF shares in Q3 2022, an estimated $18K.
SeaCrest Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's VanEck Intermediate Muni ETF position peaked at $36K in Q4 2017.
157 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.