AIM
ITM icon

Advantage Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Advantage Investment Management’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
2018
Q4 		– Sell
-1,137
Closed -$53K – 1029
2018
Q3 		$53K Hold
1,137
– – 0.03% 380
2018
Q2 		$54K Sell
1,137
-23
-2% -$1.08K 0.04% 354
2018
Q1 		$55K Sell
1,160
-138
-11% -$6.51K 0.02% 365
2017
Q4 		$62K Hold
1,298
– – 0.02% 365
2017
Q3 		$62K Hold
1,298
– – 0.02% 356
2017
Q2 		$62K Sell
1,298
-314
-19% -$15K 0.02% 320
2017
Q1 		$76K Buy
1,612
+36
+2% +$1.68K 0.03% 265
2016
Q4 		$73K Buy
1,576
+293
+23% +$13.9K 0.03% 264
2016
Q3 		$63K Buy
1,283
+44
+4% +$2.17K 0.02% 286
2016
Q2 		$62K Buy
+1,239
New +$60.7K 0.03% 306

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
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return