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RFG Advisory’s VanEck Intermediate Muni ETF ITM Stock Holding History

RFG Advisory’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
-9,186
Closed -$421K – 752
2024
Q2 		$421K Buy
9,186
+3
+0% +$138 0.01% 533
2024
Q1 		$427K Buy
9,183
+2
+0% +$93 0.01% 534
2023
Q4 		$432K Buy
9,181
+2
+0% +$90 0.02% 471
2023
Q3 		$405K Buy
9,179
+2
+0% +$91 0.02% 441
2023
Q2 		$423K Sell
9,177
-1,095
-11% -$50.5K 0.02% 457
2023
Q1 		$477K Buy
10,272
+1,099
+12% +$50.7K 0.02% 423
2022
Q4 		$427K Buy
9,173
+1
+0% +$45 0.02% 440
2022
Q3 		$402K Buy
+9,172
New +$419K 0.02% 424

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