AF
ITM icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return