WPW
ITM icon

Warther Private Wealth’s VanEck Intermediate Muni ETF ITM Stock Holding History

Warther Private Wealth’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
2025
Q1 		– Sell
-8,146
Closed -$376K – 76
2024
Q4 		$376K Hold
8,146
– – 0.13% 52
2024
Q3 		$382K Hold
8,146
– – 0.13% 58
2024
Q2 		$373K Buy
+8,146
New +$374K 0.15% 55

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Warther Private Wealth's ITM Position: Q1 2025 in Review

Warther Private Wealth sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 8,146 shares — an estimated $376K sold.

Warther Private Wealth first reported a position in ITM in Q2 2024 and held it in 3 quarters. The position peaked at $382K in Q3 2024. 175 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

  • Warther Private Wealth reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Warther Private Wealth sold 8,146 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $376K.
  • Warther Private Wealth first reported a position in VanEck Intermediate Muni ETF in Q2 2024 and held it in 3 quarters.
  • Warther Private Wealth's VanEck Intermediate Muni ETF position peaked at $382K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Warther Private Wealth's 13F filing for Q1 2025, filed 17 Apr 2025.