Advus Financial Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Advus Financial Partners’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 Q4	–	Sell	-8,728	Closed	-$410K	–	232
2024 Q3	$410K	Sell	8,728 -822	-9%	-$38.2K	0.12%	120
2024 Q2	$438K	Sell	9,550 -85	-0.9%	-$3.9K	0.13%	105
2024 Q1	$448K	Buy	9,635 +1,890	+24%	+$88.1K	0.14%	102
2023 Q4	$364K	Buy	7,745 +167	+2%	+$7.52K	0.13%	108
2023 Q3	$334K	Buy	+7,578	New	+$345K	0.13%	99
2023 Q1	–	Sell	-12,074	Closed	-$551K	–	154
2022 Q4	$551K	Sell	12,074 -2,270	-16%	-$102K	0.24%	63
2022 Q3	$624K	Buy	14,344 +4,585	+47%	+$210K	0.33%	49
2022 Q2	$446K	Buy	+9,759	New	+$446K	0.23%	63

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advus Financial Partners's ITM Position: Q4 2024 in Review

Advus Financial Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q4 2024, closing a stake of 8,728 shares — an estimated $410K sold.

Advus Financial Partners first reported a position in ITM in Q2 2022 and held it in 8 quarters. The position peaked at $624K in Q3 2022. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

Advus Financial Partners reported no remaining VanEck Intermediate Muni ETF position as of Q4 2024 after selling out during the quarter.
Advus Financial Partners sold 8,728 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $410K.
Advus Financial Partners first reported a position in VanEck Intermediate Muni ETF in Q2 2022 and held it in 8 quarters.
Advus Financial Partners's VanEck Intermediate Muni ETF position peaked at $624K in Q3 2022.
174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on Advus Financial Partners's 13F filing for Q4 2024, filed 25 Aug 2026.