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Wedbush Securities’s VanEck Intermediate Muni ETF ITM Stock Holding History

Wedbush Securities’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
2023
Q2 		– Sell
-10,607
Closed -$493K – 1101
2023
Q1 		$493K Sell
10,607
-249
-2% -$11.5K 0.02% 537
2022
Q4 		$495K Sell
10,856
-1,827
-14% -$81.8K 0.03% 522
2022
Q3 		$552K Sell
12,683
-1,746
-12% -$79.8K 0.03% 479
2022
Q2 		$659K Sell
14,429
-1,118
-7% -$51.1K 0.04% 421
2022
Q1 		$736K Buy
15,547
+228
+1% +$11.2K 0.03% 437
2021
Q4 		$785K Buy
15,319
+401
+3% +$20.5K 0.03% 454
2021
Q3 		$764K Buy
14,918
+437
+3% +$22.7K 0.04% 435
2021
Q2 		$750K Buy
14,481
+675
+5% +$34.9K 0.04% 460
2021
Q1 		$708K Buy
13,806
+3,382
+32% +$175K 0.04% 438
2020
Q4 		$542K Buy
10,424
+16
+0.2% +$824 0.05% 435
2020
Q3 		$534K Buy
10,408
+474
+5% +$24.4K 0.05% 408
2020
Q2 		$506K Sell
9,934
-5,272
-35% -$262K 0.05% 425
2020
Q1 		$747K Buy
+15,206
New +$761K 0.09% 245

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wedbush Securities's ITM Position: Q2 2023 in Review

Wedbush Securities sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2023, closing a stake of 10,607 shares — an estimated $493K sold.

Wedbush Securities first reported a position in ITM in Q1 2020 and held it in 13 quarters. The position peaked at $785K in Q4 2021. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

  • Wedbush Securities reported no remaining VanEck Intermediate Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Wedbush Securities sold 10,607 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $493K.
  • Wedbush Securities first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and held it in 13 quarters.
  • Wedbush Securities's VanEck Intermediate Muni ETF position peaked at $785K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on Wedbush Securities's 13F filing for Q2 2023, filed 14 Aug 2023.