Financial Counselors Inc’s VanEck Intermediate Muni ETF ITM Stock Holding History

Financial Counselors Inc’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	-38,226	Closed	-$1.74M	–	267
2025 Q1	$1.74M	Buy	38,226 +6,471	+20%	+$298K	0.03%	283
2024 Q4	$1.46M	Sell	31,755 -5,995	-16%	-$278K	0.02%	296
2024 Q3	$1.77M	Buy	37,750 +253	+0.7%	+$11.8K	0.03%	284
2024 Q2	$1.72M	Sell	37,497 -2,474	-6%	-$114K	0.03%	278
2024 Q1	$1.86M	Buy	39,971 +13,532	+51%	+$631K	0.03%	272
2023 Q4	$1.24M	Sell	26,439 -4,759	-15%	-$214K	0.02%	307
2023 Q3	$1.38M	Buy	+31,198	New	+$1.42M	0.03%	291

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

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

Financial Counselors Inc's ITM Position: Q2 2025 in Review

Financial Counselors Inc sold out of VanEck Intermediate Muni ETF (ITM) in Q2 2025, closing a stake of 38,226 shares — an estimated $1.74M sold.

Financial Counselors Inc first reported a position in ITM in Q3 2023 and held it in 7 quarters. The position peaked at $1.86M in Q1 2024. 170 funds tracked by Wall St. Rank hold ITM as of Q2 2025.

Financial Counselors Inc reported no remaining VanEck Intermediate Muni ETF position as of Q2 2025 after selling out during the quarter.
Financial Counselors Inc sold 38,226 VanEck Intermediate Muni ETF shares in Q2 2025, an estimated $1.74M.
Financial Counselors Inc first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and held it in 7 quarters.
Financial Counselors Inc's VanEck Intermediate Muni ETF position peaked at $1.86M in Q1 2024.
170 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.