Cetera Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Cetera 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
2024 Q1	$256K	Buy	5,495 +1,125	+26%	+$52.4K	﹤0.01%	2052
2023 Q4	$206K	Sell	4,370 -320	-7%	-$14.4K	﹤0.01%	1627
2023 Q3	$207K	Buy	+4,690	New	+$213K	﹤0.01%	1529
2023 Q2	–	Sell	-4,470	Closed	-$208K	–	1711
2023 Q1	$208K	Sell	4,470 -467	-9%	-$21.5K	﹤0.01%	1476
2022 Q4	$225K	Buy	+4,937	New	+$221K	﹤0.01%	1387
2018 Q3	–	Sell	-9,950	Closed	-$469K	–	978
2018 Q2	$469K	Sell	9,950 -605	-6%	-$28.4K	0.03%	519
2018 Q1	$498K	Hold	10,555	–	–	0.03%	475
2017 Q4	$510K	Buy	+10,555	New	+$508K	0.03%	429
2016 Q4	–	Sell	-4,811	Closed	-$237K	–	765
2016 Q3	$237K	Sell	4,811 -1,751	-27%	-$86.6K	0.02%	616
2016 Q2	$326K	Sell	6,562 -90	-1%	-$4.41K	0.03%	546
2016 Q1	$322K	Buy	+6,652	New	+$322K	0.03%	505

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 Advisors's ITM Position: Q1 2024 in Review

Cetera Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 26% in Q1 2024, buying an estimated $52.4K and bringing the position to 5,495 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Cetera Advisors first reported a position in ITM in Q1 2016 and has held it in 11 quarters since. The position peaked at $510K in Q4 2017. 173 funds tracked by Wall St. Rank hold ITM as of Q1 2024.

Cetera Advisors held 5,495 shares of VanEck Intermediate Muni ETF worth $256K as of Q1 2024.
Cetera Advisors bought 1,125 VanEck Intermediate Muni ETF shares in Q1 2024, an estimated $52.4K.
VanEck Intermediate Muni ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2052 holding.
Cetera Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2016 and has held it in 11 quarters since.
Cetera Advisors's VanEck Intermediate Muni ETF position peaked at $510K in Q4 2017.
173 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2024.

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