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Sowell Financial Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-220
Closed -$11K – 1612
2021
Q1 		$11K Sell
220
-184
-46% -$9.51K ﹤0.01% 2278
2020
Q4 		$21K Buy
404
+118
+41% +$6.08K ﹤0.01% 1723
2020
Q3 		$15K Buy
286
+76
+36% +$3.91K ﹤0.01% 1676
2020
Q2 		$11K Sell
210
-82
-28% -$4.08K ﹤0.01% 1659
2020
Q1 		$14K Buy
292
+48
+20% +$2.4K ﹤0.01% 1502
2019
Q4 		$12K Buy
+244
New +$12.3K ﹤0.01% 1625

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.62B AUM 24.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Sowell Financial Services's ITM Position: Q2 2021 in Review

Sowell Financial Services sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2021, closing a stake of 220 shares — an estimated $11K sold.

Sowell Financial Services first reported a position in ITM in Q4 2019 and held it in 6 quarters. The position peaked at $21K in Q4 2020. 179 funds tracked by Wall St. Rank hold ITM as of Q2 2021.

  • Sowell Financial Services reported no remaining VanEck Intermediate Muni ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 220 VanEck Intermediate Muni ETF shares in Q2 2021, an estimated $11K.
  • Sowell Financial Services first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 6 quarters.
  • Sowell Financial Services's VanEck Intermediate Muni ETF position peaked at $21K in Q4 2020.
  • 179 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.