Avantax Advisory Services’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avantax Advisory Services’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	$947K	Buy	20,824 +7,030	+51%	+$317K	0.01%	1201
2025 Q1	$628K	Buy	+13,794	New	+$635K	﹤0.01%	1369
2024 Q3	–	Sell	-7,031	Closed	-$322K	–	2167
2024 Q2	$322K	Buy	+7,031	New	+$323K	﹤0.01%	1647
2024 Q1	–	Sell	-40,741	Closed	-$1.92M	–	1703
2023 Q4	$1.92M	Buy	+40,741	New	+$1.83M	0.02%	514
2022 Q2	–	Sell	-10,334	Closed	-$489K	–	1345
2022 Q1	$489K	Buy	10,334 +4	+0%	+$197	0.01%	799
2021 Q4	$530K	Hold	10,330	–	–	0.01%	743
2021 Q3	$529K	Hold	10,330	–	–	0.01%	705
2021 Q2	$535K	Hold	10,330	–	–	0.01%	686
2021 Q1	$529K	Hold	10,330	–	–	0.01%	602
2020 Q4	$537K	Sell	10,330 -1,865	-15%	-$96K	0.01%	536
2020 Q3	$625K	Buy	12,195 +10	+0.1%	+$515	0.01%	718
2020 Q2	$620K	Buy	12,185 +10	+0.1%	+$497	0.02%	431
2020 Q1	$599K	Buy	12,175 +640	+6%	+$32K	0.02%	401
2019 Q4	$579K	Buy	+11,535	New	+$580K	0.01%	435

Other funds holding ITM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Avantax Advisory Services's ITM Position: Q2 2025 in Review

Avantax Advisory Services increased its VanEck Intermediate Muni ETF (ITM) stake by 51% in Q2 2025, buying an estimated $317K and bringing the position to 20,824 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #1201.

Avantax Advisory Services first reported a position in ITM in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.92M in Q4 2023. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Avantax Advisory Services held 20,824 shares of VanEck Intermediate Muni ETF worth $947K as of Q2 2025.
Avantax Advisory Services bought 7,030 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $317K.
VanEck Intermediate Muni ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1201 holding.
Avantax Advisory Services first reported a position in VanEck Intermediate Muni ETF in Q4 2019 and has held it in 14 quarters since.
Avantax Advisory Services's VanEck Intermediate Muni ETF position peaked at $1.92M in Q4 2023.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.