Sigma Planning Corp’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sigma Planning Corp’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 Q1	–	Sell	-6,246	Closed	-$320K	–	1437
2021 Q4	$320K	Buy	6,246 +6	+0.1%	+$307	0.01%	1052
2021 Q3	$320K	Buy	6,240 +555	+10%	+$28.8K	0.01%	1029
2021 Q2	$295K	Buy	5,685 +1,110	+24%	+$57.4K	0.01%	1092
2021 Q1	$235K	Buy	4,575 +15	+0.3%	+$775	0.01%	1122
2020 Q4	$237K	Buy	4,560 +12	+0.3%	+$618	0.01%	1008
2020 Q3	$233K	Sell	4,548 -67	-1%	-$3.45K	0.01%	897
2020 Q2	$235K	Buy	4,615 +14	+0.3%	+$696	0.01%	872
2020 Q1	$226K	Buy	+4,601	New	+$230K	0.01%	741

Other funds holding ITM

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

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

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

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sigma Planning Corp's ITM Position: Q1 2022 in Review

Sigma Planning Corp sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2022, closing a stake of 6,246 shares — an estimated $320K sold.

Sigma Planning Corp first reported a position in ITM in Q1 2020 and held it in 8 quarters. The position peaked at $320K in Q4 2021. 178 funds tracked by Wall St. Rank hold ITM as of Q1 2022.

Sigma Planning Corp reported no remaining VanEck Intermediate Muni ETF position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 6,246 VanEck Intermediate Muni ETF shares in Q1 2022, an estimated $320K.
Sigma Planning Corp first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and held it in 8 quarters.
Sigma Planning Corp's VanEck Intermediate Muni ETF position peaked at $320K in Q4 2021.
178 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.