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Atria Investments’s VanEck Intermediate Muni ETF ITM Stock Holding History

Atria Investments’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
Q2 		– Sell
-46,717
Closed -$2.13M – 2036
2025
Q1 		$2.13M Buy
+46,717
New +$2.15M 0.03% 676
2019
Q1 		– Sell
-155,079
Closed -$7.36M – 985
2018
Q4 		$7.36M Buy
155,079
+148,092
+2,120% +$6.9M 0.33% 51
2018
Q3 		$326K Sell
6,987
-8,221
-54% -$387K 0.01% 746
2018
Q2 		$717K Sell
15,208
-1,499
-9% -$70.4K 0.03% 454
2018
Q1 		$786K Sell
16,707
-7,836
-32% -$370K 0.04% 394
2017
Q4 		$1.18M Buy
24,543
+7,785
+46% +$375K 0.06% 298
2017
Q3 		$806K Buy
16,758
+2,094
+14% +$101K 0.04% 365
2017
Q2 		$702K Buy
+14,664
New +$699K 0.04% 358
2017
Q1 		– Sell
-7,163
Closed -$332K – 694
2016
Q4 		$332K Sell
7,163
-5,127
-42% -$243K 0.03% 436
2016
Q3 		$604K Sell
12,290
-4,958
-29% -$245K 0.06% 283
2016
Q2 		$857K Buy
17,248
+9,374
+119% +$459K 0.09% 183
2016
Q1 		$381K Buy
+7,874
New +$381K 0.04% 315
2014
Q2 		– Sell
-11,843
Closed -$539K – 445
2014
Q1 		$539K Sell
11,843
-16,433
-58% -$744K 0.05% 279
2013
Q4 		$1.24M Buy
28,276
+760
+3% +$33.8K 0.12% 145
2013
Q3 		$1.23M Buy
27,516
+11,957
+77% +$523K 0.13% 130
2013
Q2 		$686K Buy
+15,559
New +$723K 0.08% 147

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atria Investments's ITM Position: Q2 2025 in Review

Atria Investments sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 46,717 shares — an estimated $2.13M sold.

Atria Investments first reported a position in ITM in Q2 2013 and held it in 16 quarters. The position peaked at $7.36M in Q4 2018. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

  • Atria Investments reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Investments sold 46,717 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $2.13M.
  • Atria Investments first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and held it in 16 quarters.
  • Atria Investments's VanEck Intermediate Muni ETF position peaked at $7.36M in Q4 2018.
  • 170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Atria Investments's 13F filing for Q2 2025, filed 4 Aug 2025.