AAS
ITM icon

Annex Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Annex Advisory Services’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
2024
Q1 		– Sell
-106,156
Closed -$4.99M – 292
2023
Q4 		$4.99M Buy
+106,156
New +$4.78M 0.21% 76

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Annex Advisory Services's ITM Position: Q1 2024 in Review

Annex Advisory Services sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2024, closing a stake of 106,156 shares — an estimated $4.99M sold.

Annex Advisory Services first reported a position in ITM in Q4 2023 and held it in 1 quarter. The position peaked at $4.99M in Q4 2023. 173 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

  • Annex Advisory Services reported no remaining VanEck Intermediate Muni ETF position as of Q1 2024 after selling out during the quarter.
  • Annex Advisory Services sold 106,156 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $4.99M.
  • Annex Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2023 and held it in 1 quarter.
  • Annex Advisory Services's VanEck Intermediate Muni ETF position peaked at $4.99M in Q4 2023.
  • 173 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Annex Advisory Services's 13F filing for Q1 2024, filed 12 Apr 2024.