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Innova Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Innova Wealth Partners’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
2024
Q3 		– Sell
-5,535
Closed -$254K – 105
2024
Q2 		$254K Sell
5,535
-1,000
-15% -$45.9K 0.18% 70
2024
Q1 		$304K Hold
6,535
– – 0.23% 59
2023
Q4 		$307K Sell
6,535
-2,185
-25% -$98.4K 0.26% 48
2023
Q3 		$385K Hold
8,720
– – 0.35% 33
2023
Q2 		$402K Buy
8,720
+210
+2% +$9.68K 0.34% 38
2023
Q1 		$395K Sell
8,510
-425
-5% -$19.6K 0.35% 31
2022
Q4 		$408K Sell
8,935
-75
-0.8% -$3.36K 0.36% 34
2022
Q3 		$392K Buy
9,010
+700
+8% +$32K 0.36% 29
2022
Q2 		$380K Buy
8,310
+400
+5% +$18.3K 0.32% 30
2022
Q1 		$374K Buy
7,910
+415
+6% +$20.5K 0.27% 42
2021
Q4 		$384K Buy
7,495
+300
+4% +$15.4K 0.27% 43
2021
Q3 		$369K Buy
7,195
+1,185
+20% +$61.5K 0.29% 46
2021
Q2 		$311K Buy
+6,010
New +$311K 0.25% 47

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Innova Wealth Partners's ITM Position: Q3 2024 in Review

Innova Wealth Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q3 2024, closing a stake of 5,535 shares — an estimated $254K sold.

Innova Wealth Partners first reported a position in ITM in Q2 2021 and held it in 13 quarters. The position peaked at $408K in Q4 2022. 163 funds tracked by Wall St. Rank hold ITM as of Q3 2024.

  • Innova Wealth Partners reported no remaining VanEck Intermediate Muni ETF position as of Q3 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 5,535 VanEck Intermediate Muni ETF shares in Q3 2024, an estimated $254K.
  • Innova Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2021 and held it in 13 quarters.
  • Innova Wealth Partners's VanEck Intermediate Muni ETF position peaked at $408K in Q4 2022.
  • 163 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q3 2024.

Based on Innova Wealth Partners's 13F filing for Q3 2024, filed 30 Oct 2024.