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B. Riley Wealth Advisors’s VanEck Intermediate Muni ETF ITM Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$287K Buy
6,223
+21
+0.3% +$973 0.01% 882
2024
Q3 		$291K Sell
6,202
-972
-14% -$45.2K 0.01% 970
2024
Q2 		$329K Sell
7,174
-8,652
-55% -$397K 0.01% 986
2024
Q1 		$698K Buy
15,826
+6,773
+75% +$316K 0.02% 640
2023
Q4 		$426K Sell
9,053
-6,773
-43% -$305K 0.01% 901
2023
Q3 		$698K Buy
15,826
+7,241
+84% +$329K 0.02% 640
2023
Q2 		$396K Sell
8,585
-983
-10% -$45.3K 0.01% 978
2023
Q1 		$445K Buy
9,568
+156
+2% +$7.19K 0.01% 859
2022
Q4 		$429K Buy
9,412
+1,365
+17% +$61.1K 0.01% 853
2022
Q3 		$351K Buy
+8,047
New +$368K 0.01% 925
2018
Q4 		– Sell
-5,296
Closed -$247K – 701
2018
Q3 		$247K Sell
5,296
-1,522
-22% -$71.6K 0.03% 569
2018
Q2 		$322K Buy
6,818
+10
+0.1% +$469 0.04% 440
2018
Q1 		$321K Sell
6,808
-18
-0.3% -$850 0.04% 432
2017
Q4 		$329K Sell
6,826
-4,887
-42% -$235K 0.04% 413
2017
Q3 		$564K Buy
11,713
+1,096
+10% +$52.9K 0.09% 237
2017
Q2 		$508K Hold
10,617
– – 0.09% 249
2017
Q1 		$498K Sell
10,617
-46
-0.4% -$2.15K 0.1% 235
2016
Q4 		$496K Sell
10,663
-195
-2% -$9.23K 0.1% 230
2016
Q3 		$280K Sell
10,858
-354
-3% -$17.5K 0.05% 418
2016
Q2 		$284K Buy
11,212
+225
+2% +$11K 0.06% 409
2016
Q1 		$265K Buy
10,987
+5,285
+93% +$256K 0.06% 381
2015
Q4 		$274K Sell
5,702
-114
-2% -$5.4K 0.06% 394
2015
Q3 		$275K Buy
5,816
+295
+5% +$13.8K 0.07% 380
2015
Q2 		$257K Buy
5,521
+54
+1% +$2.53K 0.06% 381
2015
Q1 		$260K Sell
5,467
-4,833
-47% -$230K 0.06% 401
2014
Q4 		$2.68K Buy
10,300
+4,650
+82% +$219K 0.06% 445
2014
Q3 		$265K Sell
5,650
-5,650
-50% -$264K 0.07% 402
2014
Q2 		$263K Buy
11,300
+5,650
+100% +$261K 0.06% 360
2014
Q1 		$257K Hold
5,650
– – 0.08% 301
2013
Q4 		$249K Hold
5,650
– – 0.08% 287
2013
Q3 		$252K Hold
5,650
– – 0.09% 266
2013
Q2 		$249K Buy
+5,650
New +$263K 0.08% 268

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
HB
HTLF Bank Denver, Colorado $885M AUM 17.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

B. Riley Wealth Advisors's ITM Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its VanEck Intermediate Muni ETF (ITM) stake by 0.34% in Q4 2024, buying an estimated $973 and bringing the position to 6,223 shares worth $287K. The position accounts for 0.01% of the portfolio, ranked #882.

B. Riley Wealth Advisors first reported a position in ITM in Q2 2013 and has held it in 32 quarters since. The position peaked at $698K in Q1 2024. 174 funds tracked by Wall St. Rank hold ITM as of Q4 2024.

  • B. Riley Wealth Advisors held 6,223 shares of VanEck Intermediate Muni ETF worth $287K as of Q4 2024.
  • B. Riley Wealth Advisors bought 21 VanEck Intermediate Muni ETF shares in Q4 2024, an estimated $973.
  • VanEck Intermediate Muni ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #882 holding.
  • B. Riley Wealth Advisors first reported a position in VanEck Intermediate Muni ETF in Q2 2013 and has held it in 32 quarters since.
  • B. Riley Wealth Advisors's VanEck Intermediate Muni ETF position peaked at $698K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.