GFPC
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Global Financial Private Client’s VanEck Intermediate Muni ETF ITM Stock Holding History

Global Financial Private Client’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
-680
Closed -$30.9K – 888
2025
Q1 		$30.9K Hold
680
– – 0.01% 388
2024
Q4 		$31.3K Hold
680
– – 0.01% 366
2024
Q3 		$31.9K Hold
680
– – 0.01% 366
2024
Q2 		$31.2K Hold
680
– – 0.01% 346
2024
Q1 		$31.5K Hold
680
– – 0.01% 349
2023
Q4 		$32K Hold
680
– – 0.02% 338
2023
Q3 		$29.8K Hold
680
– – 0.02% 332
2023
Q2 		$31.2K Hold
680
– – 0.02% 334
2023
Q1 		$31.6K Hold
680
– – 0.02% 331
2022
Q4 		$31K Hold
680
– – 0.02% 321
2022
Q3 		$29.8K Hold
680
– – 0.02% 318
2022
Q2 		$31.1K Hold
680
– – 0.02% 309
2022
Q1 		$32.1K Hold
680
– – 0.02% 311
2021
Q4 		$34.9K Buy
+680
New +$34.8K 0.02% 299

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