Advisor OS’s Genter Capital Municipal Quality Intermediate ETF GENM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$400K Sell
39,216
-1,569
-4% -$16K 0.04% 293
2025
Q1
$412K Hold
40,785
0.05% 262
2024
Q4
$411K Buy
+40,785
New +$411K 0.05% 258