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Valeo Financial Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Valeo Financial Advisors’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
-714
Closed -$37K – 1158
2021
Q1 		$37K Buy
+714
New +$36.9K ﹤0.01% 980

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 $3.59B AUM 17.8% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's ITM Position: Q2 2021 in Review

Valeo Financial Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2021, closing a stake of 714 shares — an estimated $37K sold.

Valeo Financial Advisors first reported a position in ITM in Q1 2021 and held it in 1 quarter. The position peaked at $37K in Q1 2021. 179 funds tracked by Wall St. Rank hold ITM as of Q2 2021.

  • Valeo Financial Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 714 VanEck Intermediate Muni ETF shares in Q2 2021, an estimated $37K.
  • Valeo Financial Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's VanEck Intermediate Muni ETF position peaked at $37K in Q1 2021.
  • 179 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.