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Sargent Investment Group’s VanEck Intermediate Muni ETF ITM Stock Holding History

Sargent Investment Group’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
2026
Q1 		$284K Hold
6,118
– – 0.04% 210
2025
Q4 		$289K Buy
+6,118
New +$288K 0.04% 212
2025
Q3 		– Sell
-6,926
Closed -$315K – 174
2025
Q2 		$315K Buy
6,926
+235
+4% +$10.6K 0.04% 189
2025
Q1 		$305K Hold
6,691
– – 0.05% 185
2024
Q4 		$306K Buy
6,691
+259
+4% +$12K 0.05% 183
2024
Q3 		$302K Sell
6,432
-348
-5% -$16.2K 0.05% 164
2024
Q2 		$311K Buy
6,780
+348
+5% +$16K 0.06% 160
2024
Q1 		$299K Hold
6,432
– – 0.07% 160
2023
Q4 		$302K Hold
6,432
– – 0.07% 161
2023
Q3 		$284K Hold
6,432
– – 0.07% 157
2023
Q2 		$296K Buy
6,432
+2,089
+48% +$96.3K 0.07% 149
2023
Q1 		$202K Buy
+4,343
New +$200K 0.05% 185

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $6.83B AUM 12.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
WJA
Willis Johnson & Associates Houston, Texas $1.71B AUM 16.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return