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Proquility Private Wealth Partners’s VanEck Intermediate Muni ETF ITM Stock Holding History

Proquility Private Wealth Partners’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 		$5.15M Buy
113,095
+87,662
+345% +$4.03M 1.59% 19
2024
Q4 		$1.17M Sell
25,433
-42,478
-63% -$1.97M 0.38% 66
2024
Q3 		$3.19M Sell
67,911
-5,978
-8% -$278K 1.02% 34
2024
Q2 		$3.39M Sell
73,889
-8,129
-10% -$373K 1.16% 32
2024
Q1 		$3.81M Buy
82,018
+37,830
+86% +$1.76M 1.31% 24
2023
Q4 		$2.08M Sell
44,188
-44,554
-50% -$2.01M 0.79% 42
2023
Q3 		$3.91M Sell
88,742
-2,888
-3% -$131K 1.61% 18
2023
Q2 		$4.22M Sell
91,630
-489
-0.5% -$22.5K 1.65% 17
2023
Q1 		$4.28M Buy
92,119
+26,737
+41% +$1.23M 1.7% 17
2022
Q4 		$2.98M Sell
65,382
-28,183
-30% -$1.26M 1.23% 27
2022
Q3 		$4.07M Sell
93,565
-1,702
-2% -$77.8K 1.87% 16
2022
Q2 		$4.35M Sell
95,267
-5,867
-6% -$268K 1.87% 15
2022
Q1 		$4.55M Sell
101,134
-1,006
-1% -$49.6K 1.9% 15
2021
Q4 		$5.04M Sell
102,140
-10,845
-10% -$555K 1.78% 16
2021
Q3 		$5.79M Sell
112,985
-105
-0.1% -$5.45K 2.19% 12
2021
Q2 		$5.86M Sell
113,090
-4,414
-4% -$228K 2.2% 13
2021
Q1 		$6.02M Sell
117,504
-1,226
-1% -$63.3K 2.4% 9
2020
Q4 		$6.18M Buy
+118,730
New +$6.11M 2.82% 10

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Proquility Private Wealth Partners's ITM Position: Q1 2025 in Review

Proquility Private Wealth Partners increased its VanEck Intermediate Muni ETF (ITM) stake by 345% in Q1 2025, buying an estimated $4.03M and bringing the position to 113,095 shares worth $5.15M. The position accounts for 1.59% of the portfolio, ranked #19.

Proquility Private Wealth Partners first reported a position in ITM in Q4 2020 and has held it in 18 quarters since. The position peaked at $6.18M in Q4 2020. 174 funds tracked by Wall St. Rank hold ITM as of Q1 2025.

  • Proquility Private Wealth Partners held 113,095 shares of VanEck Intermediate Muni ETF worth $5.15M as of Q1 2025.
  • Proquility Private Wealth Partners bought 87,662 VanEck Intermediate Muni ETF shares in Q1 2025, an estimated $4.03M.
  • VanEck Intermediate Muni ETF made up 1.59% of Proquility Private Wealth Partners's portfolio in Q1 2025, its #19 holding.
  • Proquility Private Wealth Partners first reported a position in VanEck Intermediate Muni ETF in Q4 2020 and has held it in 18 quarters since.
  • Proquility Private Wealth Partners's VanEck Intermediate Muni ETF position peaked at $6.18M in Q4 2020.
  • 174 funds tracked by Wall St. Rank held VanEck Intermediate Muni ETF as of Q1 2025.

Based on Proquility Private Wealth Partners's 13F filing for Q1 2025, filed 15 May 2025.