HH
ITM icon

Hilltop Holdings’s VanEck Intermediate Muni ETF ITM Stock Holding History

Hilltop Holdings’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
2026
Q1 		– Sell
-6,112
Closed -$288K – 789
2025
Q4 		$288K Sell
6,112
-5,014
-45% -$236K 0.02% 732
2025
Q3 		$518K Buy
11,126
+1,128
+11% +$51.6K 0.03% 560
2025
Q2 		$455K Sell
9,998
-614
-6% -$27.7K 0.03% 551
2025
Q1 		$483K Buy
10,612
+6,055
+133% +$279K 0.03% 526
2024
Q4 		$210K Buy
+4,557
New +$211K 0.01% 788
2018
Q3 		– Sell
-7,130
Closed -$336K – 448
2018
Q2 		$336K Sell
7,130
-2,287
-24% -$107K 0.07% 289
2018
Q1 		$443K Buy
+9,417
New +$444K 0.08% 245

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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return