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Operose Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Operose Advisors’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
Q2 		– Sell
-7,546
Closed -$351K – 594
2024
Q1 		$351K Buy
+7,546
New +$352K 0.12% 113

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

Operose Advisors's ITM Position: Q2 2024 in Review

Operose Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 7,546 shares — an estimated $351K sold.

Operose Advisors first reported a position in ITM in Q1 2024 and held it in 1 quarter. The position peaked at $351K in Q1 2024. 163 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

  • Operose Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Operose Advisors sold 7,546 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $351K.
  • Operose Advisors first reported a position in VanEck Intermediate Muni ETF in Q1 2024 and held it in 1 quarter.
  • Operose Advisors's VanEck Intermediate Muni ETF position peaked at $351K in Q1 2024.
  • 163 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Operose Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.