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Beacon Pointe Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Beacon Pointe Advisors’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
2023
Q4 		– Sell
-12,001
Closed -$529K – 1356
2023
Q3 		$529K Sell
12,001
-1,549
-11% -$70.4K 0.01% 849
2023
Q2 		$624K Sell
13,550
-1,792
-12% -$82.6K 0.01% 652
2023
Q1 		$713K Sell
15,342
-551
-3% -$25.4K 0.01% 643
2022
Q4 		$725K Sell
15,893
-621
-4% -$27.8K 0.01% 585
2022
Q3 		$719K Buy
16,514
+8,378
+103% +$383K 0.02% 543
2022
Q2 		$371K Sell
8,136
-4,742
-37% -$217K 0.01% 751
2022
Q1 		$609K Buy
+12,878
New +$635K 0.01% 756

Other funds holding ITM

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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return