Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Sign in Sign up
SFS
ITM icon

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 – 1613
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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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 $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $501B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.15B AUM 20.31% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Product
Portfolios Fund Trends Large Buys & Sells Stocks ETFs Sectors Industries Rankings
Popular funds
Jane Street Citadel Renaissance Situational Awareness Coatue Bridgewater
Resources
API Docs Plans Learn Methodology
Policies
Terms & Conditions Privacy Policy Disclaimer Climate Commitment
Connect
Contact Us About X (Twitter) LinkedIn

© 2026 Wall St. Rank

Sign up Sign in
Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

Theme