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Redhawk Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

Redhawk Wealth 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
2023
Q2 		– Sell
-11,805
Closed -$549K – 217
2023
Q1 		$549K Sell
11,805
-1,018
-8% -$46.9K 0.18% 104
2022
Q4 		$585K Buy
+12,823
New +$574K 0.23% 105

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
DBT
Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Redhawk Wealth Advisors's ITM Position: Q2 2023 in Review

Redhawk Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2023, closing a stake of 11,805 shares — an estimated $549K sold.

Redhawk Wealth Advisors first reported a position in ITM in Q4 2022 and held it in 2 quarters. The position peaked at $585K in Q4 2022. 162 funds tracked by Wall St. Rank hold ITM as of Q2 2023.

  • Redhawk Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2023 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 11,805 VanEck Intermediate Muni ETF shares in Q2 2023, an estimated $549K.
  • Redhawk Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 2 quarters.
  • Redhawk Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $585K in Q4 2022.
  • 162 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q2 2023, filed 13 Jul 2023.