Envestnet Portfolio Solutions
ITM icon

Envestnet Portfolio Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q2 		– Sell
-8,434
Closed -$384K – 1596
2025
Q1 		$384K Sell
8,434
-4,527
-35% -$208K ﹤0.01% 1165
2024
Q4 		$597K Buy
12,961
+4,932
+61% +$228K ﹤0.01% 1147
2024
Q3 		$377K Sell
8,029
-2,613
-25% -$121K ﹤0.01% 1337
2024
Q2 		$488K Buy
10,642
+61
+0.6% +$2.8K ﹤0.01% 1154
2024
Q1 		$492K Sell
10,581
-8,793
-45% -$410K ﹤0.01% 1130
2023
Q4 		$911K Buy
19,374
+9,707
+100% +$437K ﹤0.01% 815
2023
Q3 		$426K Buy
+9,667
New +$440K ﹤0.01% 1053

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return