Advisornet Financial’s VanEck Intermediate Muni ETF ITM Stock Holding History

Advisornet Financial’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
2021 Q4	–	Sell	-1,951	Closed	-$100K	–	2089
2021 Q3	$100K	Hold	1,951	–	–	0.01%	789
2021 Q2	$101K	Hold	1,951	–	–	0.01%	784
2021 Q1	$100K	Hold	1,951	–	–	0.01%	751
2020 Q4	$102K	Hold	1,951	–	–	0.01%	687
2020 Q3	$100K	Hold	1,951	–	–	0.01%	671
2020 Q2	$99K	Hold	1,951	–	–	0.01%	671
2020 Q1	$96K	Buy	+1,951	New	+$97.7K	0.01%	628
2018 Q2	–	Sell	-80	Closed	-$4K	–	1613
2018 Q1	$4K	Hold	80	–	–	﹤0.01%	1246
2017 Q4	$4K	Buy	+80	New	+$3.85K	﹤0.01%	1130

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisornet Financial's ITM Position: Q4 2021 in Review

Advisornet Financial sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2021, closing a stake of 1,951 shares — an estimated $100K sold.

Advisornet Financial first reported a position in ITM in Q4 2017 and held it in 9 quarters. The position peaked at $102K in Q4 2020. 184 funds tracked by Wall St. Rank hold ITM as of Q4 2021.

Advisornet Financial reported no remaining VanEck Intermediate Muni ETF position as of Q4 2021 after selling out during the quarter.
Advisornet Financial sold 1,951 VanEck Intermediate Muni ETF shares in Q4 2021, an estimated $100K.
Advisornet Financial first reported a position in VanEck Intermediate Muni ETF in Q4 2017 and held it in 9 quarters.
Advisornet Financial's VanEck Intermediate Muni ETF position peaked at $102K in Q4 2020.
184 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2021.

Based on Advisornet Financial's 13F filing for Q4 2021, filed 19 Jan 2022.