WAM
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Wealthspire Advisors (Maryland)’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-663
Closed -$32K – 1216
2019
Q1 		$32K Hold
663
– – ﹤0.01% 1079
2018
Q4 		$31K Buy
+663
New +$30.9K ﹤0.01% 1039

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ITM Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2019, closing a stake of 663 shares — an estimated $32K sold.

Wealthspire Advisors (Maryland) first reported a position in ITM in Q4 2018 and held it in 2 quarters. The position peaked at $32K in Q1 2019. 144 funds tracked by Wall St. Rank hold ITM as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining VanEck Intermediate Muni ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 663 VanEck Intermediate Muni ETF shares in Q2 2019, an estimated $32K.
  • Wealthspire Advisors (Maryland) first reported a position in VanEck Intermediate Muni ETF in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s VanEck Intermediate Muni ETF position peaked at $32K in Q1 2019.
  • 144 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.