Focus Partners Advisor Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Focus Partners Advisor Solutions’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	-5,600	Closed	-$258K	–	1003
2024 Q4	$258K	Hold	5,600	–	–	﹤0.01%	648
2024 Q3	$263K	Buy	+5,600	New	+$260K	0.01%	625
2023 Q4	–	Sell	-5,785	Closed	-$255K	–	447
2023 Q3	$255K	Buy	+5,785	New	+$263K	0.01%	376

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 22.96% 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 $3.46B AUM 21.89% 1-Year Est. Return

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

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

Focus Partners Advisor Solutions's ITM Position: Q1 2025 in Review

Focus Partners Advisor Solutions sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 5,600 shares — an estimated $258K sold.

Focus Partners Advisor Solutions first reported a position in ITM in Q3 2023 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 175 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

Focus Partners Advisor Solutions reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
Focus Partners Advisor Solutions sold 5,600 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $258K.
Focus Partners Advisor Solutions first reported a position in VanEck Intermediate Muni ETF in Q3 2023 and held it in 3 quarters.
Focus Partners Advisor Solutions's VanEck Intermediate Muni ETF position peaked at $263K in Q3 2024.
175 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2025, filed 15 May 2025.