Atria Wealth Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Atria Wealth Solutions’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	-5,550	Closed	-$253K	–	1697
2025 Q1	$253K	Buy	5,550 +987	+22%	+$45.4K	﹤0.01%	1581
2024 Q4	$210K	Buy	4,563 +296	+7%	+$13.7K	﹤0.01%	1802
2024 Q3	$200K	Sell	4,267 -6,095	-59%	-$283K	﹤0.01%	1795
2024 Q2	$475K	Buy	10,362 +123	+1%	+$5.64K	0.01%	1262
2024 Q1	$476K	Buy	10,239 +4,838	+90%	+$225K	0.01%	1293
2023 Q4	$254K	Buy	+5,401	New	+$243K	﹤0.01%	1621
2023 Q2	–	Sell	-5,095	Closed	-$237K	–	1933
2023 Q1	$237K	Buy	5,095 +352	+7%	+$16.2K	﹤0.01%	1569
2022 Q4	$216K	Buy	+4,743	New	+$212K	﹤0.01%	1566

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Atria Wealth Solutions's ITM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 5,550 shares — an estimated $253K sold.

Atria Wealth Solutions first reported a position in ITM in Q4 2022 and held it in 8 quarters. The position peaked at $476K in Q1 2024. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Atria Wealth Solutions reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,550 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $253K.
Atria Wealth Solutions first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 8 quarters.
Atria Wealth Solutions's VanEck Intermediate Muni ETF position peaked at $476K in Q1 2024.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.