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

Regent Peak 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
2024
Q2 		– Sell
-4,321
Closed -$201K – 171
2024
Q1 		$201K Hold
4,321
– – 0.05% 164
2023
Q4 		$203K Buy
+4,321
New +$195K 0.06% 157
2023
Q2 		– Sell
-4,321
Closed -$201K – 162
2023
Q1 		$201K Buy
+4,321
New +$199K 0.06% 155
2022
Q3 		– Sell
-4,887
Closed -$223K – 154
2022
Q2 		$223K Sell
4,887
-1,802
-27% -$82.3K 0.07% 141
2022
Q1 		$317K Sell
6,689
-6,377
-49% -$314K 0.09% 120
2021
Q4 		$670K Sell
13,066
-2,755
-17% -$141K 0.18% 77
2021
Q3 		$811K Sell
15,821
-102
-0.6% -$5.29K 0.23% 67
2021
Q2 		$830K Sell
15,923
-740
-4% -$38.2K 0.23% 67
2021
Q1 		$853K Sell
16,663
-1,201
-7% -$62.1K 0.28% 64
2020
Q4 		$930K Sell
17,864
-100
-0.6% -$5.15K 0.31% 59
2020
Q3 		$921K Hold
17,964
– – 0.39% 53
2020
Q2 		$915K Buy
17,964
+877
+5% +$43.6K 0.41% 51
2020
Q1 		$839K Sell
17,087
-3,442
-17% -$172K 0.47% 48
2019
Q4 		$1.03M Buy
+20,529
New +$1.03M 0.47% 47

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regent Peak Wealth Advisors's ITM Position: Q2 2024 in Review

Regent Peak Wealth Advisors sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2024, closing a stake of 4,321 shares — an estimated $201K sold.

Regent Peak Wealth Advisors first reported a position in ITM in Q4 2019 and held it in 14 quarters. The position peaked at $1.03M in Q4 2019. 164 funds tracked by Wall St. Rank hold ITM as of Q2 2024.

  • Regent Peak Wealth Advisors reported no remaining VanEck Intermediate Muni ETF position as of Q2 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 4,321 VanEck Intermediate Muni ETF shares in Q2 2024, an estimated $201K.
  • Regent Peak Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and held it in 14 quarters.
  • Regent Peak Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $1.03M in Q4 2019.
  • 164 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.