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AG
Advisor Group’s
VanEck Intermediate Muni ETF
ITM
Stock Holding History
Advisor Group’s Portfolio
ITM Stock Details
ITM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q4
$2.65M
Sell
52,839
-122
-0.2%
-$6.13K
0.02%
687
2019
Q3
$2.67M
Buy
52,961
+2,634
+5%
+$133K
0.02%
643
2019
Q2
$2.5M
Buy
50,327
+8,018
+19%
+$395K
0.02%
666
2019
Q1
$2.06M
Buy
42,309
+904
+2%
+$43.4K
0.02%
704
2018
Q4
$1.97M
Buy
41,405
+19,750
+91%
+$920K
0.02%
645
2018
Q3
$1.01M
Sell
21,655
-3,364
-13%
-$158K
0.01%
972
2018
Q2
$1.18M
Sell
25,019
-408
-2%
-$19.1K
0.02%
781
2018
Q1
$1.2M
Sell
25,427
-334
-1%
-$15.8K
0.02%
768
2017
Q4
$1.24M
Buy
25,761
+310
+1%
+$14.9K
0.02%
765
2017
Q3
$1.23M
Buy
25,451
+3,091
+14%
+$149K
0.02%
705
2017
Q2
$1.07M
Buy
22,360
+1,180
+6%
+$56.2K
0.02%
727
2017
Q1
$993K
Sell
21,180
-1,042
-5%
-$48.6K
0.02%
712
2016
Q4
$1.03M
Buy
22,222
+773
+4%
+$36.6K
0.02%
646
2016
Q3
$1.05M
Buy
21,449
+1,814
+9%
+$89.7K
0.03%
622
2016
Q2
$974K
Buy
+19,635
New
+$962K
0.03%
631
Other funds holding ITM
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
CAM
Caprin Asset Management
Henrico, Virginia
$64.1M AUM
9.09%
1-Year Est. Return
AWS
AJ Wealth Strategies
New York
$2.07B AUM
10.86%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.2B AUM
21.09%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
OAM
Oppenheimer Asset Management
New York
$8.76B AUM
23.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$432B AUM
30.22%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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