Cetera Advisor Networks’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cetera Advisor Networks’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	$2.65M	Buy	57,060 +14,400	+34%	+$671K	0.01%	894
2023 Q4	$2.01M	Buy	42,660 +12,945	+44%	+$583K	0.01%	957
2023 Q3	$1.31M	Buy	29,715 +13,585	+84%	+$618K	0.01%	1107
2023 Q2	$743K	Sell	16,130 -2,998	-16%	-$138K	0.01%	1446
2023 Q1	$889K	Buy	19,128 +1,975	+12%	+$91.1K	0.01%	1316
2022 Q4	$782K	Buy	17,153 +11,354	+196%	+$508K	0.01%	1336
2022 Q3	$252K	Buy	5,799 +630	+12%	+$28.8K	﹤0.01%	1718
2022 Q2	$236K	Sell	5,169 -265	-5%	-$12.1K	﹤0.01%	1752
2022 Q1	$257K	Sell	5,434 -83	-2%	-$4.09K	﹤0.01%	1727
2021 Q4	$283K	Hold	5,517	–	–	﹤0.01%	1640
2021 Q3	$283K	Buy	5,517 +904	+20%	+$46.9K	﹤0.01%	1561
2021 Q2	$239K	Buy	+4,613	New	+$238K	﹤0.01%	1654

Other funds holding ITM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

Cetera Advisor Networks's ITM Position: Q1 2024 in Review

Cetera Advisor Networks increased its VanEck Intermediate Muni ETF (ITM) stake by 34% in Q1 2024, buying an estimated $671K and bringing the position to 57,060 shares worth $2.65M. The position accounts for 0.01% of the portfolio, ranked #894.

Cetera Advisor Networks first reported a position in ITM in Q2 2021 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

Cetera Advisor Networks held 57,060 shares of VanEck Intermediate Muni ETF worth $2.65M as of Q1 2024.
Cetera Advisor Networks bought 14,400 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $671K.
VanEck Intermediate Muni ETF made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #894 holding.
Cetera Advisor Networks first reported a position in VanEck Intermediate Muni ETF in Q2 2021 and has held it in 12 quarters since.
173 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.