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

B. Riley 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
2022 Q2	$279K	Buy	+6,113	New	+$279K	0.03%	448
2020 Q4	–	Sell	-8,694	Closed	-$446K	–	431
2020 Q3	$446K	Buy	+8,694	New	+$448K	0.05%	244
2020 Q2	–	Sell	-8,667	Closed	-$426K	–	492
2020 Q1	$426K	Buy	+8,667	New	+$434K	0.04%	288
2014 Q2	–	Sell	-1,209	Closed	-$55K	–	1132
2014 Q1	$55K	Buy	+1,209	New	+$54.7K	0.04%	423

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAM

Caprin Asset Management Henrico, Virginia $64.1M AUM 9.09% 1-Year Est. Return

B. Riley Wealth Management's ITM Position: Q2 2022 in Review

B. Riley Wealth Management opened a new position in VanEck Intermediate Muni ETF (ITM) in Q2 2022: 6,113 shares worth $279K. The stake represents 0.03% of the portfolio and ranks #448 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in ITM as recently as Q3 2020.

B. Riley Wealth Management first reported a position in ITM in Q1 2014 and has held it in 4 quarters since. The position peaked at $446K in Q3 2020. 169 funds tracked by Wall St. Rank hold ITM as of Q2 2022.

B. Riley Wealth Management held 6,113 shares of VanEck Intermediate Muni ETF worth $279K as of Q2 2022.
VanEck Intermediate Muni ETF was a new B. Riley Wealth Management position in Q2 2022.
VanEck Intermediate Muni ETF made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #448 holding.
B. Riley Wealth Management first reported a position in VanEck Intermediate Muni ETF in Q1 2014 and has held it in 4 quarters since.
B. Riley Wealth Management's VanEck Intermediate Muni ETF position peaked at $446K in Q3 2020.
169 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.