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Orion Portfolio Solutions’s VanEck Intermediate Muni ETF ITM Stock Holding History

Orion Portfolio 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
-7,398
Closed -$341K – 1928
2024
Q4 		$341K Buy
+7,398
New +$343K ﹤0.01% 1497
2024
Q1 		– Sell
-4,399
Closed -$207K – 1714
2023
Q4 		$207K Buy
+4,399
New +$198K ﹤0.01% 1563
2020
Q3 		– Sell
-584
Closed -$30K – 1240
2020
Q2 		$30K Hold
584
– – ﹤0.01% 833
2020
Q1 		$29K Buy
+584
New +$29.2K ﹤0.01% 729

Other funds holding ITM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Portfolio Solutions's ITM Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of VanEck Intermediate Muni ETF (ITM) in Q1 2025, closing a stake of 7,398 shares — an estimated $341K sold.

Orion Portfolio Solutions first reported a position in ITM in Q1 2020 and held it in 4 quarters. The position peaked at $341K in Q4 2024. 175 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining VanEck Intermediate Muni ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,398 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $341K.
  • Orion Portfolio Solutions first reported a position in VanEck Intermediate Muni ETF in Q1 2020 and held it in 4 quarters.
  • Orion Portfolio Solutions's VanEck Intermediate Muni ETF position peaked at $341K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.