HCM
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Hollencrest Capital Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Hollencrest Capital 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
2023
Q4 		– Sell
-2,124
Closed -$93.7K – 1073
2023
Q3 		$93.7K Hold
2,124
– – 0.01% 370
2023
Q2 		$97.9K Hold
2,124
– – 0.01% 382
2023
Q1 		$98.7K Hold
2,124
– – 0.01% 369
2022
Q4 		$96.9K Buy
+2,124
New +$95.1K 0.01% 335

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Hollencrest Capital Management's ITM Position: Q4 2023 in Review

Hollencrest Capital Management sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2023, closing a stake of 2,124 shares — an estimated $93.7K sold.

Hollencrest Capital Management first reported a position in ITM in Q4 2022 and held it in 4 quarters. The position peaked at $98.7K in Q1 2023. 182 funds tracked by Wall St. Rank hold ITM as of Q4 2023.

  • Hollencrest Capital Management reported no remaining VanEck Intermediate Muni ETF position as of Q4 2023 after selling out during the quarter.
  • Hollencrest Capital Management sold 2,124 VanEck Intermediate Muni ETF shares in Q4 2023, an estimated $93.7K.
  • Hollencrest Capital Management first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 4 quarters.
  • Hollencrest Capital Management's VanEck Intermediate Muni ETF position peaked at $98.7K in Q1 2023.
  • 182 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2023.

Based on Hollencrest Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.