CIM
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Confluence Investment Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Confluence Investment Management’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
2022
Q4 		– Sell
-20,376
Closed -$887K – 320
2022
Q3 		$887K Buy
20,376
+11,512
+130% +$526K 0.01% 200
2022
Q2 		$405K Buy
+8,864
New +$405K 0.01% 246
2019
Q1 		– Sell
-11,547
Closed -$548K – 304
2018
Q4 		$548K Buy
+11,547
New +$538K 0.01% 234
2018
Q1 		– Sell
-4,733
Closed -$228K – 237
2017
Q4 		$228K Buy
+4,733
New +$228K ﹤0.01% 229
2017
Q1 		– Sell
-16,049
Closed -$744K – 242
2016
Q4 		$744K Buy
+16,049
New +$760K 0.02% 197

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return