Avior Wealth Management’s VanEck Intermediate Muni ETF ITM Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-1,688	Closed	-$77.8K	–	1534
2024 Q4	$77.8K	Buy	1,688 +666	+65%	+$30.9K	﹤0.01%	972
2024 Q3	$48K	Buy	+1,022	New	+$47.5K	﹤0.01%	1127
2022 Q4	–	Sell	-289	Closed	-$12K	–	1311
2022 Q3	$12K	Sell	289 -713	-71%	-$32.6K	﹤0.01%	827
2022 Q2	$45K	Hold	1,002	–	–	﹤0.01%	583
2022 Q1	$47K	Sell	1,002 -144	-13%	-$7.1K	﹤0.01%	606
2021 Q4	$58K	Sell	1,146 -48	-4%	-$2.46K	﹤0.01%	567
2021 Q3	$61K	Hold	1,194	–	–	0.01%	538
2021 Q2	$61K	Hold	1,194	–	–	0.01%	510
2021 Q1	$61K	Buy	+1,194	New	+$61.7K	0.01%	510

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 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $3.69B AUM 15.82% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Avior Wealth Management's ITM Position: Q1 2025 in Review

Avior Wealth Management sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 1,688 shares — an estimated $77.8K sold.

Avior Wealth Management first reported a position in ITM in Q1 2021 and held it in 9 quarters. The position peaked at $77.8K in Q4 2024. 175 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

Avior Wealth Management reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 1,688 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $77.8K.
Avior Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2021 and held it in 9 quarters.
Avior Wealth Management's VanEck Intermediate Muni ETF position peaked at $77.8K in Q4 2024.
175 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.