WealthSource Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

WealthSource Partners’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 Q4	–	Sell	-32,403	Closed	-$1.41M	–	508
2022 Q3	$1.41M	Sell	32,403 -1,525	-4%	-$69.7K	0.1%	151
2022 Q2	$1.55M	Buy	33,928 +27,591	+435%	+$1.26M	0.11%	143
2022 Q1	$300K	Buy	+6,337	New	+$312K	0.02%	453
2019 Q4	–	Sell	-7,885	Closed	-$397K	–	435
2019 Q3	$397K	Sell	7,885 -1,600	-17%	-$80.6K	0.06%	277
2019 Q2	$472K	Buy	+9,485	New	+$467K	0.07%	248

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

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

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthSource Partners's ITM Position: Q4 2022 in Review

WealthSource Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2022, closing a stake of 32,403 shares — an estimated $1.41M sold.

WealthSource Partners first reported a position in ITM in Q2 2019 and held it in 5 quarters. The position peaked at $1.55M in Q2 2022. 164 funds tracked by Wall St. Rank hold ITM as of Q4 2022.

WealthSource Partners reported no remaining VanEck Intermediate Muni ETF position as of Q4 2022 after selling out during the quarter.
WealthSource Partners sold 32,403 VanEck Intermediate Muni ETF shares in Q4 2022, an estimated $1.41M.
WealthSource Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2019 and held it in 5 quarters.
WealthSource Partners's VanEck Intermediate Muni ETF position peaked at $1.55M in Q2 2022.
164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2022.

Based on WealthSource Partners's 13F filing for Q4 2022, filed 10 Feb 2023.