PWM
ITM icon

Paulson Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Paulson Wealth 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
2019
Q4 		– Sell
-4,073
Closed -$205K – 103
2019
Q3 		$205K Sell
4,073
-148
-4% -$7.46K 0.15% 103
2019
Q2 		$211K Sell
4,221
-228
-5% -$11.2K 0.16% 98
2019
Q1 		$217K Hold
4,449
– – 0.16% 102
2018
Q4 		$212K Sell
4,449
-741
-14% -$34.5K 0.18% 104
2018
Q3 		$239K Sell
5,190
-105
-2% -$4.94K 0.21% 108
2018
Q2 		$250K Sell
5,295
-2,051
-28% -$96.3K 0.25% 93
2018
Q1 		$346K Sell
7,346
-388
-5% -$18.3K 0.34% 71
2017
Q4 		$372K Buy
+7,734
New +$372K 0.33% 69

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return