Aveo Capital Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Aveo Capital 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
2025 Q2	–	Sell	-11,921	Closed	-$540K	–	79
2025 Q1	$540K	Buy	11,921 +1,813	+18%	+$83.4K	0.09%	103
2024 Q4	$466K	Sell	10,108 -49	-0.5%	-$2.27K	0.05%	218
2024 Q3	$477K	Sell	10,157 -956	-9%	-$44.4K	0.05%	205
2024 Q2	$509K	Sell	11,113 -539	-5%	-$24.7K	0.06%	185
2024 Q1	$536K	Sell	11,652 -1,414	-11%	-$65.9K	0.06%	207
2023 Q4	$614K	Sell	13,066 -35,224	-73%	-$1.59M	0.07%	181
2023 Q3	$2.13M	Sell	48,290 -33,241	-41%	-$1.51M	0.28%	87
2023 Q2	$3.76M	Sell	81,531 -30,413	-27%	-$1.4M	0.48%	67
2023 Q1	$5.2M	Sell	111,944 -2,309	-2%	-$106K	0.69%	44
2022 Q4	$5.21M	Buy	+114,253	New	+$5.11M	0.78%	37

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

Aveo Capital Partners's ITM Position: Q2 2025 in Review

Aveo Capital Partners sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 11,921 shares — an estimated $540K sold.

Aveo Capital Partners first reported a position in ITM in Q4 2022 and held it in 10 quarters. The position peaked at $5.21M in Q4 2022. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Aveo Capital Partners reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
Aveo Capital Partners sold 11,921 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $540K.
Aveo Capital Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2022 and held it in 10 quarters.
Aveo Capital Partners's VanEck Intermediate Muni ETF position peaked at $5.21M in Q4 2022.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.